Sales and Relationship Manager (Fund Services)

Key Responsibilities

• Act as a primary point of contact for clients, ensuring timely and professional handling of enquiries, service requests, and follow-ups.
• Support end-to-end client onboarding processes, including documentation collection, verification, and coordination with internal teams.
• Participate in and support AML/KYC review cycles and remediation campaigns in line with regulatory and internal compliance standards.
• Track and monitor client revenue and activity trends, identifying issues or opportunities and escalating where appropriate (responsibilities are non‑exhaustive).
• Take full accountability for assigned tasks, ensuring accuracy, compliance, and on-time completion.
• Stay informed on regulatory changes related to AML/KYC and client due diligence, working closely with internal compliance and subject-matter experts.
• Actively contribute to process enhancements by sharing ideas, improving workflows, and supporting departmental initiatives-particularly during peak activity periods.
• Foster a cooperative, professional, and positive team environment, taking responsibility for effective collaboration within the department.
• Build and maintain strong working relationships with key internal stakeholders, participating in meetings, discussions, and calls as required.

• Bachelor's degree in a relevant discipline such as Business, Finance, or a related field.
• Full professional fluency in spoken English, Mandarin, and Cantonese is essential; strong written communication skills in English and Mandarin are also required.
• Minimum 3 years' relevant experience in sales support, client servicing, relationship management, or a comparable role within the financial services industry.
• SFC Type 1 and Type 4 licenses are required due to regulatory obligations, or willingness and eligibility to obtain them within six months of commencement.
• Excellent communication and interpersonal skills, with the ability to work effectively in a team-oriented and client-focused environment.
• Self-motivated, adaptable, detail-oriented, and eager to continuously learn and share knowledge.
• Proven ability to collaborate across functions to deliver effective and practical solutions.
• Strong organisational skills with the ability to prioritise tasks, manage deadlines, and approach challenges with a problem-solving mindset.
• Demonstrated interest in the investment fund and asset management industry, with awareness of evolving market dynamics.
• Proficiency in Microsoft Office tools (Excel, PowerPoint, Word) is advantageous for reporting, analysis, and preparation of professional materials.