Offshore Corporate & Fiduciary Client Relationship Manager

Catalyst Labs

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profile Job Location:

Hong Kong - Hong Kong

profile Monthly Salary: Not Disclosed
Posted on: 19 hours ago
Vacancies: 1 Vacancy

Job Summary

Location: Central Hong Kong

Salary Range: HK$550000 HK$625000 per annum

Engagement: Full time with full benefits

Work type: Onsite preferred Hybrid Negotiable (maximum 1-2 days)

Our Client (Your potential employer)

is a leading international law and professional services firm providing legal corporate and fiduciary services to global corporations financial institutions fund managers and capital market participants. With offices spanning the Americas Europe Middle East and Asia we advise on laws across Bermuda the BVI the Cayman Islands Guernsey Ireland and Jersey.

We are looking for professionals who understand offshore structures corporate governance and regulatory compliance and who are confident in managing sophisticated client portfolios.

About us

Catalyst Labs is a specialized talent partner focused on connecting top-tier professionals in offshore corporate services fiduciary legal and compliance domains with the firms that need their expertise. We are deeply embedded in our clients talent acquisition strategies and understand the nuanced demands of high-value portfolio management regulatory compliance and offshore corporate governance.

We work directly with Partners Directors and CEOs of leading offshore law firms corporate service providers and fund administration firms helping them identify and engage professionals who can navigate complex structures deliver exceptional client service and contribute strategically to their business.

Role Overview

The Client Relationship Manager (CRM) will manage a portfolio of high-value clients acting as the primary point of contact for all non-legal interactions between clients for their Professional Services and the law firm. The role requires proactive portfolio management strong regulatory knowledge and the ability to support business expansion through cross-selling services.

This is not an administrative rolewe are seeking candidates with hands-on experience in corporate/financial services regulatory compliance and client-facing portfolio management within offshore law corporate services or fund administration environments.

Key Responsibilities

  • Manage a portfolio of corporate/fiduciary clients ensuring compliance with KYC/CDD regulatory filings and statutory requirements.

  • Build trusted relationships with clients providing expert support on onboarding operational workflows billing queries and ongoing portfolio needs.

  • Serve as a liaison between clients professional / corporate services teams and law firm relationship partners to anticipate client needs resolve issues and maintain high client satisfaction.

  • Identify opportunities to expand services within your portfolio collaborating with internal teams to execute cross-selling strategies.

  • Prepare and review client communications and reports with precision ensuring accuracy and confidentiality.

  • Support periodic client engagement initiatives and marketing events.

  • Required Qualifications & Experience

  • Bachelors degree (Law Business Accounting Finance or related discipline).

  • 37 years experience in offshore corporate services fund administration or fiduciary compliance with at least 2 years in a client-facing or portfolio management role.

  • Proven understanding of offshore corporate structures trusts funds and related regulatory requirements.

  • Demonstrated experience with KYC/CDD regulatory compliance and portfolio health management.

  • Strong organizational analytical and process-oriented skills; comfortable working independently in a fast-paced environment.

  • Exceptional interpersonal and communication skills (written and verbal) in English; comfortable interacting with senior stakeholders.

  • Digital competency in Microsoft Office; familiarity with client portals or CRM systems is a plus.

Who We Are Looking For

  • Candidates currently working in offshore law firms corporate service providers fiduciary services or fund administration.

  • Professionals who understand the technical and regulatory landscape and have experience managing client portfolios end-to-end.

  • Those who want a strategic client-facing role beyond administrative or purely compliance tasks.

Candidates with experience in the following sectors and roles will find this opportunity aligned with their expertise and growth trajectory:

Industry Sectors:

  • Offshore law firms and professional services

  • Corporate service providers (CSPs)

  • Fund administration and fiduciary services

  • Regulatory and compliance consulting

  • Trust and private wealth services

Job Titles:

  • Client Relationship Manager / Client Services Assistant Manager / Manager / Senior Manager

  • Portfolio Assistant Manager / Manager / Senior Manager Offshore / Corporate Services

  • Corporate / Fiduciary Compliance Assistant Manager / Manager / Senior Manager

  • Relationship Assistant Manager / Manager / Senior Manager Professional Services / Offshore Clients

  • Company Secretarial / Corporate Governance Assistant Manager / Manager / Senior Manager

  • Regulatory & Compliance Officer / Assistant Manager / Manager / Senior Manager

  • (with client-facing portfolio)

Experience That Excels in This Role:

  • Managing a portfolio of high-value clients with responsibility for onboarding KYC/CDD and compliance coordination

  • Working across multiple jurisdictions including Cayman BVI Bermuda Jersey Guernsey or Ireland

  • Collaborating closely with partners directors or senior executives in professional services

  • Contributing to strategic business growth via cross-selling or service expansion

Even if you are currently in a sales business development or compliance role if your background aligns with these sectors structures and responsibilities this position is designed to leverage your technical expertise client management skills and career ambition.

Who This Role Is NOT For

  • Banking relationship managers retail/private bankers corporate banking RMs or candidates with purely / only banking transaction or sales backgrounds.

  • Junior administrators office assistants or candidates with no offshore corporate/regulatory exposure.

  • Professionals seeking only high-volume transactional work without portfolio ownership or strategic responsibility.

For the right candidate - Why Join our Client

  • Manage a high-value client portfolio with autonomy and visibility.

  • I work at a globally respected offshore law and professional services firm.

  • Competitive salary and clear career progression into senior CRM and management roles.

Location: Central Hong Kong Salary Range: HK$550000 HK$625000 per annum Engagement: Full time with full benefits Work type: Onsite preferred Hybrid Negotiable (maximum 1-2 days) Our Client (Your potential employer) is a leading international law and professional services firm providing legal corpora...
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Key Skills

  • Business Development
  • Sales Experience
  • Loyalty Marketing
  • Portfolio Management
  • Wealth Management
  • Financial Services
  • Algebra
  • Territory Management
  • Banking
  • Relationship Management
  • Customer relationship management
  • Geometry