Client Relationship Manager, Fund Administration

Apex Group; Hong Kong; Sur place; HKD 600 000 - 900 000; Plein temps

Résumé du poste

Apex Group in Hong Kong seeks a motivated Client Relationship Manager to strengthen client relationships, oversee onboarding, and support strategic CRM objectives. You will work with Operations, Sales and Compliance to address client requests and drive loyalty.

Responsibilities include reporting, client communications, and identifying cross-selling opportunities while managing SLAs and CRM data integrity.

Qualifications

• 5–10 years of experience in client relationship management or similar role, preferably in financial services or fund administration.

Responsabilités

• Serve as the primary contact for assigned clients, driving satisfaction and loyalty.
• Onboard new clients and ensure smooth understanding of services.
• Collaborate with Operations, Sales and Compliance to address client requests.
• Prepare and deliver monthly client reports with key metrics and updates.
• Engage with clients to understand needs and provide top-tier service.
• Attend meetings as client advocate to strengthen relationships and resolve issues.
• Identify opportunities for revenue growth through cross-selling and upselling.
• Monitor and implement SLAs with clients to uphold service excellence.
• Provide regular updates to internal teams on client activity and feedback.

Connaissances

Client relationships

Cross-selling

CRM systems

Salesforce

Communication

Strategic thinking

Formation

Bachelor's degree in Business/Finance or related field

Advanced degree preferred

Outils

Salesforce

MS Office

Description du poste

Client Relationship Manager, Fund Administration

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Position Overview:

We are seeking a motivated and enthusiastic Client Relationship Manager to join our team in Hong Kong. This key role will focus on building and maintaining strong client relationships, ensuring a positive client experience, and supporting the strategic objectives of the CRM team. The successful candidate will play a vital role in enhancing client satisfaction and loyalty while assisting in identifying opportunities for cross-selling our services.

Job Responsibilities:

• Serve as the primary point of contact for assigned clients, actively managing relationships to drive client satisfaction and loyalty.
• Facilitate the onboarding of new clients, ensuring a seamless transition and understanding of our services and products.
• Collaborate with internal teams, including Operations, Sales, and Compliance, to address client requests and resolve queries efficiently.
• Prepare and deliver monthly client reports, highlighting key metrics, service updates, and client activities.
• Engage regularly with clients to understand their needs, ensuring they receive top-tier service and support.
• Participate in client meetings, providing insights and acting as the client advocate to strengthen relationships and drive issue resolution.
• Champion our service offerings to enhance awareness and utilization.
• Maintain and manage the CRM system (Salesforce) to document client interactions and support effective relationship management.
• Provide regular updates to internal teams on client activities, inquiries, and feedback to ensure alignment across departments.
• Identify opportunities for revenue growth through cross-selling, upselling, and exploring additional services that align with client goals.
• Monitor, develop, and implement key account service level agreements (SLAs) with assigned clients to uphold service excellence.
• Participate in incident management and problem resolution, advocating for clients throughout the process.

Qualifications:

• 5-10 years of experience in client relationship management or a similar role, preferably in the financial services or fund administration industry.
• Proven ability to build and maintain strong client relationships, driving satisfaction and retention.
• Excellent communication and interpersonal skills with the ability to engage effectively with clients and team members at all levels to foster trust and collaboration.
• Strategic thinker with a focus on client satisfaction and proactive solution delivery.
• Strong organizational and time management skills, with the ability to manage multiple priorities in a dynamic environment.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing client needs and market conditions.
• Ability to analyze client needs and translate them into actionable strategies.
• Proficient in analyzing client data and performance metrics to identify opportunities for improvement and growth.
• Experience with CRM systems (e.g., Salesforce) and data analysis tools
• Advanced experience with Microsoft Offices
• Bachelor Degree in Business, Finance or related field; advanced degree is preferred.

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, socio-economic, responsibilities for dependants, physical or mental disability. 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.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/

Personal data or information provided by the job applicant will be used for recruitment purpose only and will be treated strictly confidential. Such personal data or information can be accessed by different Apex stakeholders within or outside your local jurisdiction or country for the consideration of the job application hereunder. Application made by the job applicant constitutes the irrevocable consent of the job applicant for his/her personal data or information to be used by the aforesaid Apex stakeholders for the purpose of this recruitment.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

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Apex Group Ltd, established in Bermuda in 2003, is a global financial services provider. With over 50 offices worldwide and 10000 employees, Apex delivers a full suite of services

to asset managers, capital markets, family offices and corporates. The Group has continually improved and evolved its capabilities to offer a single source solution through a broad range of solutions including fund services, digital banking, depositary, custody,

super ManCo services, compliance solutions, corporate services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory services for private markets. Apex administers over $1.1 trillion in assets globally.

Please feel free to visit our website:

http://www.apexgroup.com.

Apex Group Ltd, established in Bermuda in 2003, is a global financial services provider. With over 50 offices worldwide and 10000 employees, Apex delivers a full suite of services

to asset managers, capital markets, family offices and corporates. The Group has continually improved and evolved its capabilities to offer a single source solution through a broad range of solutions including fund services, digital banking, depositary, custody,

super ManCo services, compliance solutions, corporate services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory services for private markets. Apex administers over $1.1 trillion in assets globally.