Custody Product 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

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 2-3years of experience on custody business

Solid experience oncustody operationswill 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)

Personal data provided will be used for recruitment and related purposes, strictly in accordance with our Personal Data Policy for Applicants for Employment, a copy of which is available on request. Applicants who are not contacted within 6 weeks may consider your applications unsuccessful and the personal data collected will be destroyed after six months.