Client Relationship Manager (Banking Sector)

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

Who Were Looking For

Skills Required

Excel