Client Success Manager

IO TECH SOLUTIONS LIMITED; Hong Kong; On-site; HKD 700,000 - 1,000,000; Full time

Job summary

IO TECH SOLUTIONS LIMITED is seeking a professional with deep knowledge of structured products distribution to manage client relationships and drive platform enhancements across Hong Kong, Singapore, and Taiwan.

You will work with clients on new requests from end to end, shaping the platform to meet evolving needs of the banking industry. A consultative, cross-functional approach is essential for success.

Qualifications

• Proven experience in managing client relationships and cross-selling.
• Deep understanding of structured products distribution workflows.
• Familiarity with structured products platforms, payoffs, and APIs.
• Ability to translate client needs into business and technical solutions.

Responsibilities

• Manage existing client relationships across HK, Singapore, and Taiwan.
• Collaborate with clients on new requests and projects from inception to delivery.
• Help shape the platform to meet evolving needs of the banking industry.

Skills

Structured products distribution

Client relationship management

Cross-selling

API connectivity

Product/platform understanding

Consultative problem solving

Job description

What we're looking for:

• Strong understanding of the structured products distribution business, ideally from Private Banking, Investment Banking, Consulting or a relevant technology vendor
• Experience owning client relationships, developing business through cross-selling, and managing client requests from beginning to end.
• Understanding of structured products platforms, payoffs, workflows, API connectivity, and the technology ecosystem supporting distribution.
• A consultative approach to understanding client needs, solving problems, and driving solutions across business and technical stakeholders.

The role involves managing existing client relationships across Hong Kong, Singapore, and Taiwan, working with clients on new requests and projects, and helping shape the platform to meet the evolving needs of the banking industry.