Custody Services Expert
4 days ago
We are seeking an experienced Custody Services Expert to join our team at China Everbright Bank Hong Kong Branch.
Job SummaryThe ideal candidate will have a strong background in custody services, with a minimum of 8 years of experience in client on-boarding. They will be responsible for promoting our custody services to institutional clients, managing client relationships, and developing policies and procedures to mitigate risks and improve effectiveness.
Key Responsibilities- Promote custody services to institutional clients in relation to various fund and investment products such as QDII, RQFII, QFII, offshore fund etc.
- Manage client relationship and identify potential business opportunity
- Engage in client on-boarding and due diligence process
- Develop and review policy and procedures of custody services to mitigate risks and improve effectiveness and efficiency
- Work collaboratively with internal and external stakeholders including RM, legal, compliance, operations and clients
- Maintain custody account relationships, provide after-sales service, organize regular client service reviews, assist in collecting client feedback, keep abreast of client demands for custody services, and comment on client-related workflows.
- Perform ad-hoc assignments as assigned
- Degree holder in Business or related disciplines
- Minimum 8 years of solid experience in custody client on-boarding
- Solid experience and knowledge on SWIFT and custody operations
- Strong interpersonal, communication and presentation skills
- Strong problem-solving skills, proactive, self-motivated, detail-oriented and independent
- Occasionally business travel is required
- Proficient in MS Office applications, e.g. Excel, Word and PowerPoint
- Good command of written and spoken English and Chinese (including Putonghua)
Our bank offers a competitive salary range of HKD 720,000 - HKD 1,080,000 per annum, depending on qualifications and experience.
In addition, we offer a comprehensive benefits package, including medical insurance, retirement plan, and paid time off.
We are an equal opportunities employer and welcome applications from all qualified candidates.
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