Client Relationship Manager (Banking Sector)

Skills:

• Financial Analysis, Banking, Client Relationship Management, Financial Compliance, Communication, Account Management, Microsoft Excel,
• Hiring for an international company (Hong Kong-based)
• The candidate should be comfortable with international travel for training

Role Overview

This role blends executive support with client operations in a finance-first setting. Youll be the bridge between our director, internal teams, and client-side finance/immigration department and different financial institutions. From collecting financial documents to coordinating deliverables and company corporation, youll ensure nothing slips through the cracks.

Key Responsibilities

• Coordinate directly with client companies to collect financial records, invoices, tax documents, and other required data.
• Open to getting the initial training in Hong Kong for a month. Moreover, the candidate should be comfortable with travelling to Dubai often.
• Act as the point of contact between our internal finance/tax teams and the clients accounting department
• Track deadlines for tax filings, audits, and other compliance deliverables
• Assist in preparing drafts, summaries, or follow-ups for client meetings
• Help schedule and manage the Directors calendar, especially for key client interactions
• Maintain organized records of client documentation and communication
• Support internal reporting by compiling client updates and task progress
• Follow up with clients on pending documents, signatures, and clarifications
• Assist in ad-hoc tasks like proposal support, file management, and compliance tracking

• Bachelors degree in Finance, Commerce, Accounting, or Business Administration
• 3-6 years of experience in a client-facing coordination or executive assistant role, preferably in a consulting, accounting, or CA firm
• An MBA in finance and experience in the banking sector are preferable.
• Strong communication and follow-up skills-professional and persistent
• Basic understanding of financial terms, compliance processes, and tax documentation
• Familiarity with tools like Excel, Google Workspace, and PDF editors
• Highly organized, deadline-driven, and trustworthy with confidential data