Our client is a well-established financial institution with a strong growth trajectory within Synthetic Equities space, with an already double-digit year on year growth figure. As a part of their continued growth, they are hiring an experienced individual to join them as VP- Client Services and Middle Office based in HK, with a regional coverage.
Please contact Devi by emailing your cv in word format to Devi@theedgepartnership.com
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devi@theedgepartnership.com
Key responsibilities
Client Services & Relationship Management
- Act as the primary point of contact for hedge funds and institutional clients trading synthetic equity products.
- Proactively resolve client issues, coordinating with trading desks, risk, operations, and technology teams.
- Build strong client relationships to enhance retention and identify growth opportunities.
Client Onboarding & Integration
- Lead onboarding of new synthetic equity clients, ensuring smooth account setup and operational readiness.
- Partner with legal, compliance, and operations to complete documentation, KYC, and regulatory requirements.
- Provide training and guidance on systems, reporting tools, and synthetic product workflows.
- Act as client advocate during onboarding, ensuring expectations are met and risks are mitigated.
Sales & Business Development
- Collaborate with prime brokerage sales and trading teams to identify new business opportunities in synthetic equities..
Risk & Compliance
- Ensure adherence to regulatory frameworks (e.g., SFC, HKMA, SEC) and internal risk policies.
- Partner with compliance and legal teams to address client queries and audits.
- Maintain awareness of market, credit, and operational risks specific to synthetic equity products.
Leadership & Collaboration
- Mentor junior staff, fostering a culture of accountability and client-first service.
- Represent client services in internal committees and external forums.
- Drive innovation in synthetic equity client engagement, leveraging technology and data analytics.
Role requirements
- 8–12 years of experience in Client servicing/Middle office role within prime brokerage, synthetic equities, or related investment banking divisions.
- Strong knowledge of equity swaps, synthetic financing structures, and hedge fund strategies.
- Proven track record in client onboarding and institutional sales support.
- Excellent communication, negotiation, and relationship management skills.
- Ability to thrive in a fast-paced, high-pressure environment, and face of senior stakeholders within the business.
- Bachelor’s degree in finance, Economics, or related field; MBA or CFA preferred.