Client Management Lead, Institutional Securities & Fund Services

Deutsche Bank; Hong Kong; On-site; HKD 550,000 - 800,000; Full time

Benefits offered by this job

Competitive salary

20 days annual leave

Life Assurance and Private Healthcare

Flexible benefits including CSR perks

Volunteering leave

Job summary

Deutsche Bank Hong Kong is seeking an experienced Client Management & Service professional for its TSS – C&F team. You will manage a portfolio of institutional clients, lead onboarding, KYC, and lifecycle activities, and partner with internal teams to resolve complex service matters.

You will drive service quality, governance discussions, and business development while ensuring regulatory compliance and risk management. Fluency in English and Mandarin is required; Cantonese preferred.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related discipline.
• 5-8 years of experience in Custody, Securities Services, Fund Services, Asset Servicing, Fund Administration, or related roles.
• Proven experience managing institutional client relationships within financial institutions.
• Strong knowledge of custody, securities settlement, corporate actions, fund admin, and cash management.
• Experience onboarding clients, KYC, AML, regulatory requirements, and account management processes.

Responsibilities

• Act as the primary relationship and service contact for an assigned portfolio of institutional clients.
• Own end-to-end client service management and resolve service requests and escalations.
• Onboard clients, perform KYC refresh, account openings, e-banking setup, and lifecycle management.
• Conduct client service reviews, governance meetings, and performance discussions.
• Identify opportunities to improve service quality and drive revenue growth.
• Collaborate with Coverage, Sales, Operations, Product, Compliance, KYC, Legal, and Tech teams.
• Lead onboarding and implementation efforts with timely delivery against timelines.
• Support Enhanced Due Diligence and risk-related activities as needed.

Skills

Client relationship management

Financial services knowledge

KYC AML

Regulatory compliance

Project management

Stakeholder management

English & Mandarin

Cantonese preferred

Education

Bachelor's degree in Business/Finance

Tools

MS Office

Digital client servicing platforms

Job description

Deutsche Bank Hong Kong is seeking an experienced Client Management & Service professional for its TSS – C&F team. You will manage a portfolio of institutional clients, lead onboarding, KYC, and lifecycle activities, and partner with internal teams to resolve complex service matters.

You will drive service quality, governance discussions, and business development while ensuring regulatory compliance and risk management. Fluency in English and Mandarin is required; Cantonese preferred.