Our client, a leading provider of investment fund services, is seeking an experienced Vice President, Sales & Relationship Management to drive business growth and deepen client relationships across Hong Kong, Greater China, and Asia. This is an exciting opportunity to be part of a growing commercial team within a globally recognized financial services organization.

Key Responsibilities:

• Manage and expand a portfolio of relationships with key clients, including retail banks, private banks, custodian banks, wealth management platforms, and fund distributors.
• Build strong working relationships with decision-makers and influencers across the client base.
• Identify opportunities for incremental revenue generation through upselling and cross-selling investment fund services.
• Ensure a seamless onboarding experience for new clients, optimizing service migration.
• Oversee contractual, commercial, and operational issue resolution, ensuring compliance with internal and regulatory requirements (AML/KYC, legal, audit, credit).
• Develop strategic account plans to position the firm’s value proposition as a market leader.
• Represent the firm at industry events, contributing to thought leadership and client engagement.
• Stay informed on market trends, industry developments, and competitor activities.

Candidate Profile:

• Experience: Proven track record in managing large, strategic client relationships within the investment fund services or asset servicing space.
• Industry Knowledge: Strong understanding of banking services and processes related to investment funds.
• Skills: Excellent communication, negotiation, and presentation abilities with a client-centric mindset.
• Education: University degree in Economics, Business Administration, Finance, or a related field.
• Licensing: SFC Type 1 and/or Type 4 License preferred
• Languages: Proficiency in English is required; Mandarin, Cantonese, or other Asian languages are advantageous.
• Flexibility: Ability to work independently and collaboratively within a regional team; occasional travel expected.

This role offers a unique opportunity to be at the forefront of fund services sales and relationship management in Asia, working within a dynamic and strategic environment.

If you have the experience and ambition to thrive in this role, we would love to hear from you. Please reach out to discuss this opportunity further

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