Assistant Vice President / Vice President, Custody Product Manager

China EverBright Bank Hong Kong Branch; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Job summary

China EverBright Bank Hong Kong Branch is seeking an experienced professional to promote custody services (QDII, QDLP, QDIE, QFII/RQFII) and manage client onboarding and due diligence. You will maintain custody relationships, provide after-sales service, and coordinate reviews with internal teams.

The role requires strong English and Putonghua communications, solid custody operations experience, and the ability to work collaboratively across Risk, Legal, Compliance and Operations.

Qualifications

• Bachelor degree in Business or related disciplines.
• Minimum 8 years of experience on custody business.
• Solid experience on custody operations.
• Strong interpersonal, communication and presentation skills.
• Strong problem-solving skills, proactive, self-motivated, detail-oriented and independent.
• Proficient in MS Office applications (Word, Excel, PowerPoint).
• Good command of written and spoken English and Chinese (Putonghua).

Responsibilities

• Promote custody services to clients (QDII, QDLP, QDIE, QFII/RQFII).
• Engage in client on-boarding and due diligence process.
• Maintain custody account relationships and provide after-sales service.
• Organize regular client service reviews and collect client feedback.
• Collaborate with internal stakeholders (RMs, Risk, Legal, Compliance, Operations).

Skills

Interpersonal communication

Presentation skills

Problem solving

MS Office

Education

Bachelor degree in Business or related disciplines

Job description

Promote custody service to clients, i.e. QDII (mutual/public funds, securities firms, insurance companies, banks' wealth management subsidiaries), QDLP (PE/VC managers raising funds domestically to invest overseas), QDIE (domestic enterprises / asset management companies investing in overseas assets), QFII/RQFII (overseas asset management companies, banks, insurance companies, securities firms, pension funds, sovereign funds)

Engage in client on-boarding and due diligence process.

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 service, and comment on client-related workflow

Work collaboratively with internal stakeholders, e.g. RMs, Risk, Legal, Compliance, Operations and so on

Job Requirements:

• Degree holder in Business or related disciplines
• Minimum 8 years of experience on custody business
• Solid experience on custody operations will be given priority
• Strong interpersonal, communication and presentation skills
• Strong problem-solving skills, proactive, self-motivated, detail-oriented and independent
• Proficient in MS Office applications, e.g. Word, Excel and PowerPoint
• Good command of written and spoken English and Chinese (including Putonghua)