• Familiar with FX, custody & Fund accounting
• Good experience in securities servicse and asset servicing

About Our Client

Established financial institutions, offering global investor services, wealth management, private banking, and advisory solutions. Operating as a long-standing partnership, it serves institutions and high-net-worth clients across 18 global offices with a focus on conservative, long-term stewardship.

Job Description

• Driving revenue growth by expanding wallet share with existing clients and originating new mandates.

• Developing effective and strategic relationships with the most senior levels of client organizations to ensure satisfaction with current products and services while maximizing profitability and increasing product breadth through a consultative, solutions-oriented sales approach.
• Identifying and coordinating innovative and integrated solutions to address clients' strategic challenges using multiple products and services offered by the company.
• Proactively communicating relevant market, regulatory, and strategic insights to clients, positioning the company as a long-term partner.
• Overseeing the resolution of operational and service-related matters through close collaboration across the firm.

The Successful Applicant

The role requires a deep and comprehensive understanding of the asset management and financial institutions landscape, with particular expertise across the full asset servicing value chain. This includes familiarity with custody, fund accounting, transfer agency, foreign exchange, and technology-driven solutions that support institutional clients. Success in this position hinges on the ability to interpret how these components interact to deliver seamless operational support and differentiated value to asset managers and financial institutions.

A well-established professional network within banks and asset managers in Hong Kong is essential, supported by a proven history of sourcing, structuring, and executing complex custody and fund servicing mandates. This network enables strong market connectivity, informed business development, and the capacity to originate and advance sophisticated opportunities.

The role further demands strong awareness of regulatory frameworks and external market forces that influence the asset management and financial institution sectors. This includes understanding evolving compliance requirements, operational trends, and strategic shifts affecting client needs and competitive positioning.

A consultative, strategic relationship-management and sales approach is also critical, emphasizing long-term partnership development and insights-driven engagement. Demonstrated success in managing and closing complex sales processes-with both new and existing clients-rounds out the required capabilities, highlighting the ability to drive growth through thoughtful, multifaceted client interactions.

What's on Offer

Established platform