Client Management & Service Senior Analyst - Trust & Securities Services (TSS) AVP

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

Job Description:

About the Team

Trust and Securities Services (TSS) - Custody & Fund Services (C&F) business is part of the Corporate Bank division in Deutsche Bank.

The role is in the Client Management & Service (CMS) team of TSS – C&F. This is a client facing role and the individual should be able to manage both domestic as well as off-shore/cross border clients for Custody & Fund Services.

What We Will Offer You

• Competitive Salary and non-contributory pension

• 20 days annual leave plus generous number of public holidays

• Life Assurance and Private Healthcare for you and your family

• A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives

• The opportunity to support a wide ranging CSR program plus take volunteering leave days

Your Key Responsibilities

• Act as the primary relationship and service contact for an assigned portfolio of institutional clients.

• Take ownership of end-to-end client service management, ensuring timely resolution of service requests, enquiries, and escalations.

• Manage clients throughout their lifecycle, including onboarding, KYC refresh, account opening, account maintenance, e-banking setup, business expansion activities, and account closures.

• Conduct regular client service reviews, performance discussions, and governance meetings with clients.

• Monitor service quality and client satisfaction, identifying opportunities for service enhancement and process improvement.

• Partner with internal stakeholders including Coverage, Sales, Operations, Product, Compliance, AFC, KYC, Legal, and Technology teams to resolve complex service matters.

• Lead client onboarding and implementation activities, ensuring smooth and timely delivery against agreed timelines.

• Support Enhanced Due Diligence, negative news reviews, and other client risk-related activities as required.

• Identify commercial opportunities and collaborate with Sales and Coverage teams to support revenue growth and deepen client relationships.

• Participate in strategic client discussions and represent Deutsche Bank in client meetings and industry engagements where appropriate.

• Lead or support business transformation initiatives, regulatory projects, migrations, and operational improvement programs.

• Ensure adherence to regulatory, compliance, and risk management requirements at all times.

• Promote the use of digital solutions, e-banking platforms, and self-service tools to improve client experience and operational efficiency.

Your Skills and Experience

• Bachelor’s degree in Business, Finance, Economics, or related discipline.

• Minimum 5-8 years of experience within Custody, Securities Services, Fund Services, Asset Servicing, Fund Administration, or Financial Institutions servicing roles.

• Proven experience managing institutional client relationships within financial institutions, insurance companies, asset managers, hedge funds, brokers, or custodian banks. Prior experiences servicing Chinese financial institutions will be a plus.

• Strong knowledge of custody, securities settlement, corporate actions, fund admin, cash management, account services, and related market infrastructure.

• Good knowledge of the Hong Kong market and sufficient knowledge of the China market.

• Sound understanding of client onboarding, KYC, AML, regulatory requirements, and account management processes.

• Demonstrated ability to manage client portfolios independently and handle complex client issues and escalations.

• Strong stakeholder management skills with the ability to influence internal and external parties across multiple levels.

• Commercially minded with an ability to identify client opportunities and support business growth initiatives.

• Excellent communication, presentation, and relationship management skills.

• Strong project management and organizational skills with the ability to manage multiple priorities in a fast-paced environment.

• Working knowledge of Microsoft Office applications and digital client servicing platforms.

• Proficiency in English and Mandarin is required. Proficiency in Cantonese is preferred.

• Proven ability to leverage AI and digital tools responsibly to improve productivity, workflow efficiency, and client outcomes.

How we’ll support you:

• Flexible working to assist you balance your personal priorities

• Coaching and support from experts in your team

• A culture of continuous learning to aid progression

• A range of flexible benefits that you can tailor to suit your needs

• Training and development to help you excel in your career

About us and our teams:

Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.

Deutsche Bank & Diversity

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.