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Apex Group

Global fund administration and related services

Commercial Director

Account Management +1Confirmed live in the last 24 hours
Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

  • A bachelor’s or master’s level degree is required.
  • Six to ten years of experience in funds administration, funds management, a custodian business, or the financial services industry is required.
  • Full understanding and experience optimizing jurisdictional capability within a medium- to large-sized professional services organization, working and influencing across product lines and client services.
  • Ability to effectively engage and influence people.
  • Experience troubleshooting challenges, roadblocks, and conflicts that impede project execution, finding alternate solutions to protect organizational interests, and resolving issues with internal and external customers, staff, and vendors.
  • Ability to work well under pressure.
  • Strong collaborative approach and ability to work as part of a team.
  • Strong communication and analytical skills.
  • Strong customer service focus and relationship management skills.
  • Strong oral and written communication skills.
  • Flexibility to adapt in a fast-paced, evolving environment.
  • Ability to manage one’s timeline and prioritize tasks to meet client and internal deadlines.

Responsibilities

  • Drive revenue targets by implementing new business development initiatives.
  • Identify new clients for the Group.
  • Undertake market outreach programs based on strategic initiatives.
  • Serve as the dedicated point of contact and proactively manage client relationships.
  • Participate in incident, problem, and change-request fulfillment, and advocate for clients in resolutions.
  • Develop, implement, and monitor key account service level agreements with assigned clients.
  • Action requests from assigned clients and coordinate internal stakeholders to resolve client queries.
  • Prepare monthly or quarterly client reports for assigned clients, as required.
  • Assist in coordinating new product onboardings for existing and new clients.
  • Contact clients regularly to identify their needs, ensure they are satisfied with the service received, and cross-sell to them.
  • Lead face-to-face meetings with assigned clients.
  • Champion the service offering and capability among existing clients and champion cross-selling initiatives across service lines.
  • Build Apex’s presence and reputation in the location as a cross-border specialist.
  • Administer and maintain the customer relationship management system to enable efficient communication with existing clients.
  • Provide regular reports to internal teams on new and exiting funds.

About the Company

Apex Group

Global fund administration and related services

Apex Group provides a single-source suite of financial services, including fund administration, corporate services, banking, custody, depositary services, and ManCo offerings, with digital onboarding and ESG advisory for private markets. Its platform lets clients choose individual services or an integrated package that covers the whole value chain, all supported by technology and data. The company differentiates itself through its global scale, reach, and growth through numerous acquisitions that expand capabilities and local expertise while keeping a single-provider experience. Its goal is to deliver high-quality, consistent client service worldwide with local delivery and to advance its integrated offering in private markets, tokenization, and cross-asset support.

Company size
5,001-10,000
Company stage
Debt Financing
Total funding
$1.5B
Headquarters
Hamilton, Bermuda
Founded
2003

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