AVP, Securities Services & Client Relations

China CITIC Bank International Limited; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

China CITIC Bank International Limited is seeking a seasoned professional to support the Mandatory Reference Checking Scheme in Hong Kong. You will implement sales plans, maintain high service quality, and manage inquiries from clients and prospects.

Responsibilities include handling account documentation, ensuring regulatory compliance, promoting cross-selling across banking products, and collaborating with Treasury, Wholesale Banking, and CITIC Group to grow client relationships.

Qualifications

• Degree holder in Business, Economics or Finance or related disciplines.
• Minimum 7 years of relevant experience in custodian, corporate trust, DCM or related area.
• Possess the required qualifications and license under SFC for dealing in securities.
• Sound securities services and operational knowledge.
• Good knowledge in securities market, custody and trustee
• Good analytical, interpersonal and communications skills
• Good command of written and spoken English and Chinese (including Putonghua)

Responsibilities

• Implement sales plan and maintain high quality services and response to inquiries from clients and prospects
• Manage internal record and reporting of sales activities through methods such as call report and pipeline list
• Control, review and liaise with relevant parties independently on account documentations, including services agreements, and other account related documents etc. and monitor client services deliverability
• Ensure account documentation in compliance with internal guidelines and relevant regulatory requirement
• Enable cross-selling between other banking products of CNCBI and keep track of the business engagement with the clients and records of cross-selling activities
• Collaborate with colleagues of Treasury and Markets Group (TMG), Wholesale Banking Group (WBG), other CNCBI groups, or CITIC Group to develop client relationship and sales activities
• Introduce securities services solutions to relationship managers of TMG, WBG and Personal Banking Group (PBG) of the Bank as well as CNCB group and CITIC group entities to establish collaboration and develop client relationship for sales activities and opportunities
• Introduce securities services solutions through external marketing and promotion programs
• Enhance our client experience delivery and service quality with clients
• Collaborate with Client Service and Operation teams to receive client feedbacks, to resolve client issues, and to improve client experience with our delivery
• Escalate critical client issues and feedback to the management in a timely manner and follow through
• Keep abreast of the development of industry and market and share useful information with concerned parties

Skills

English & Chinese

Analytical

Interpersonal skills

Communication skills

Education

Bachelor's degree in Business, Economics or Finance

Job description

China CITIC Bank International Limited is seeking a seasoned professional to support the Mandatory Reference Checking Scheme in Hong Kong. You will implement sales plans, maintain high service quality, and manage inquiries from clients and prospects.

Responsibilities include handling account documentation, ensuring regulatory compliance, promoting cross-selling across banking products, and collaborating with Treasury, Wholesale Banking, and CITIC Group to grow client relationships.