Custody Client Success & Onboarding Specialist

China Everbright Bank Company Limited; Hong Kong; On-site; HKD 300,000 - 520,000; Full time

Job summary

China Everbright Bank Company Limited in Hong Kong seeks a Custody Specialist to promote custody services to institutional clients and support onboarding, due diligence, and ongoing account management. You will coordinate with Risk, Legal, Compliance and Operations to ensure smooth processing.

The role requires strong interpersonal skills, English/Chinese fluency, and proficiency in MS Office. A degree in Business or related fields is expected.

Qualifications

• Degree in Business or related disciplines; or equivalent
• 2-3 years of custody experience
• Solid experience in custody operations; priority given to custody background
• Strong interpersonal, communication and presentation skills
• Proactive, self-motivated, detail-oriented and independent

Responsibilities

• Promote custody services to clients including QDII, QDLP, QFII/RQFII and related programs
• Engage in client onboarding and due diligence process
• Maintain custody account relationships and provide after-sales service
• Organize regular client service reviews and collect feedback
• Collaborate with internal stakeholders such as RMs, Risk, Legal, Compliance and Operations

Skills

Custody operations

Client onboarding

MS Office

Education

Degree in Business or related disciplines

Tools

MS Office

Job description

China Everbright Bank Company Limited in Hong Kong seeks a Custody Specialist to promote custody services to institutional clients and support onboarding, due diligence, and ongoing account management. You will coordinate with Risk, Legal, Compliance and Operations to ensure smooth processing.

The role requires strong interpersonal skills, English/Chinese fluency, and proficiency in MS Office. A degree in Business or related fields is expected.