Relationship Manager (Asset Servicing)

Location: Hong Kong

Company

A global financial services firm providing investor services, capital markets solutions, custody, fund servicing, and technology expertise to institutional clients.

What you will do

• Build strategic relationships with senior leaders at asset managers, banks, and other financial institutions.
• Promote integrated custody and fund servicing solutions through a consultative, solutions-oriented sales approach.
• Expand existing client relationships, originate new mandates, and manage a qualified sales pipeline.
• Lead complex sales processes, including deal structuring, internal approvals, and coordination with global stakeholders.
• Share market, regulatory, and strategic insights while overseeing the resolution of operational and service-related issues.
• Collaborate with risk and compliance functions to meet regulatory and firm requirements.

Requirements

• At least 5 years of experience in global custody or a related industry.
• In-depth knowledge of asset management, financial institutions, and the asset servicing value chain, including custody, fund accounting, transfer agency, foreign exchange, and technology offerings.
• Established professional network among banks and asset managers in Hong Kong, with experience sourcing, structuring, and executing complex mandates.
• Proven consultative relationship management and sales experience, including complex sales processes.
• Fluency in Cantonese and English is required.
• SFC Type 1 and 3 licenses are preferable; occasional travel may be required.

Nice to have

• Fluency in Mandarin.
• SFC Type 1 and 3 licenses.

Culture & Benefits

• Partnership-oriented working environment focused on long-term client and employee relationships.
• Collaborative culture that encourages debate, knowledge sharing, and cross-functional contribution.
• Access to guidance and mentoring from experienced leaders.
• Support for professional, personal, physical, and financial well-being.
• Opportunities to contribute beyond the scope of the daily role.