Client Relationship Manager

Close Ended Funds Hong Kong, Hong Kong


Description

We are looking for Client Relationship Managers to create, nurture and develop long-term relationships with our clients throughout their entire life cycle. The role holder will be responsible for a portfolio of North Asia clients.  
Central to our Organization, the Client Relationship Managers are the link between the operation teams and the clients, working with different people in the organisation to ensure that customers are satisfied with all our services. 
You are an excellent communicator, who is able to grasp customer needs quickly. If you have a background in customer services and an excellent knowledge of the Finance industry, we are keen to get you on board. 
The Role & Key Responsibilities: 
You will have to develop a deep understanding of the clients’ strategy, goals and future demands, being responsible for maintaining existing client book and ensuring that the revenues of the client portfolio grow, both in volume and in profitability. 
You will achieve this by ensuring a high standard of service delivery and identifying growth opportunities. 
 
  • Relationship Management
    • Building excellent long-term relationships with existing clients, maintaining regular exchange with them and advising them on how Apex can support their growth plans;
    • Answering clients’ questions in a solution oriented manner;
    • Collecting regular feedback from clients and share it with the internal teams as appropriate;
    • Managing, monitoring and assuring client satisfaction;
    • Collaborating with internal teams to address customers’ needs;
  • Revenue Growth
    • Identifying cross selling opportunities with existing clients;
    • Assuring Apex is and remains client’s preferred partner;
    • Client profitability
    • Assessing and assuring client profitability;
    • Assisting in cash collection;
    • Monitoring scope of service;
Skills Required 
  • Minimum a Degree in relevant field (financial services, business, economics, accounting);
  • Minimum 6 years’ managerial operational experience in either fund, banking or corporate;
  • Proven track record of meeting and exceeding targets;
  • Background in customer service is a plus;
  • Excellent communication and negotiation skills;
  • Problem-solving attitude;
  • Team player and good sense of humour;
  • English and Chinese language capabilities;
  • Proficient in MS Office, with working knowledge of CRM platforms (e.g. Salesforce).
What you will get in return 
  • A high level of visibility within a large organization on an upwards trajectory;
  • Be part of a dynamic and fast-paced team that makes a genuine impact on the success of the entire organization;
  • Exposure to all aspects of the business, cross-jurisdiction;
  • Opportunity to work with a diverse, agile and global delivery team.
About our Company
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and over 10,000 employees. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.
 
Apex Group includes FundRock, LRI and European Depositary Bank. 
Additional information:
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application and we look forward to hearing from you.
 
Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of Hong Kong for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside Hong Kong for the purpose of this recruitment.