
Client Success Lead
2 weeks ago
We are a premier advisory firm providing integrated accounting, tax, and corporate services to a established portfolio of international clients. Our clientele consists of seasoned business owners, C-suite professionals, and sophisticated investors with commercial interests across the Asia-Pacific region. We specialize in navigating the regulatory landscapes of Singapore, China, Malaysia, and Indonesia.
The Opportunity: This is a strategic role for an accomplished professional seeking to transition from technical execution to high-level client portfolio management. We are looking for a Client Portfolio Manager to serve as the trusted advisor and single point of contact for our discerning clientele.
You will leverage your deep technical expertise to provide strategic counsel and oversee seamless service delivery across multiple jurisdictions. This role is intentionally designed for those who excel in relationship building, complex project coordination, and strategic advisory, moving beyond hands-on preparation work.
Key Responsibilities:
- Strategic Client Partnership: Act as the primary, trusted advisor to a portfolio of existing business owners and senior professionals. Understand their complex business objectives and provide strategic, proactive guidance on cross-border accounting, tax optimization, and corporate compliance across APAC.
- Multi-Jurisdictional Portfolio Management: Lead and oversee the entire service delivery lifecycle for your client portfolio. You will direct and coordinate the technical work executed by our specialist teams in China, Malaysia, and Indonesia, ensuring accuracy, timeliness, and a consistent client experience.
- APAC Team Coordination & Liaison: Serve as the central communication hub between our Singapore office and our specialist teams across Asia. You will ensure clarity, manage expectations, and align deliverables across different cultures and regulatory environments.
- Sophisticated Communication: Command the room in conversations with experienced businessmen and professionals. Translate complex technical scenarios into clear, strategic business advice, both verbally and in writing (emails, reports). Fluency in English and Mandarin is essential.
- Quality Assurance & Value Delivery: Review all client deliverables from various technical teams to ensure they are not only compliant but also presented with the clarity and sophistication our clients expect. You are the final guarantor of quality.
Who We Are Looking For:
- A Singaporean Citizen or Permanent Resident with impeccable professional English and full professional proficiency in Mandarin.
- A minimum of 3-7 years of relevant experience gained within a public accounting firm, international audit practice, or a corporate secretarial firm serving a demanding clientele.
- A proven track record of interacting directly with business owners, founders, or senior management. You are comfortable and credible advising successful professionals.
- Demonstrated experience in coordinating cross-border matters, particularly within ASEAN (e.g., Malaysia, Indonesia) or with China, is highly advantageous.
- Exceptional communication, stakeholder management, and project leadership skills. You are a natural at building deep, trusted relationships.
- A degree in Business or a hold a relevant professional qualification
Why Join Us?
- Advise a Premium Clientele: Work exclusively with established, sophisticated business owners and professionals.
- Strategic Impact: Transition from technical execution to a role focused on high-value advisory, relationship management, and international project leadership.
- Central Role: Be the pivotal node in a dynamic international network, with significant visibility and influence.
- Career Defining Move: This is a pathway to a leadership position, offering unparalleled exposure to complex, cross-border business challenges.
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