(Deputy / Senior) Custody Manager, Business Development / Client Services

Leadingnation

Hong Kong

On-site

HKD 600,000 - 800,000

Full time

14 days+
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Job summary

A financial institution in Hong Kong seeks a professional to manage custody-related product sales. Responsibilities include developing marketing plans, liaising with relationship managers, and maintaining custody account relationships. Candidates should have 4 to 10 years of relevant experience and strong communication skills in English and Chinese. Proficiency in MS Word and Excel is required, with the possibility of business trips involved.

Qualifications

  • 4 to 10 years of front-line experience in securities and custody business is preferred.
  • Good command of spoken and written English and Chinese.
  • Flexibility and independent work ability.

Responsibilities

  • Manage custody-related product sales in accordance with regulations.
  • Prepare custody business and product marketing plans.
  • Engage in client onboarding and due diligence process.

Skills

Effective time and resources management
Interpersonal skills
Organizational planning
Problem solving skills
Eloquent communication

Tools

MS Word
MS Excel

Job description

Manage custody-related product sales in accordance with Hong Kong law, local legislation of regulatory bodies, the bank's policies and related risk management policies and programs.

Participate in the preparation of long, medium and short-term custody business and product marketing plans in accordance with the Bank's business strategies.

Liaise and work with relationship managers in selling custody services and providing the price to the client or relationship managers in accordance with pricing strategies.

Assist in the maintenance of Product related standard documentation and provide sales support/ RFP input where required.

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 services, and comment on client-related workflows.

Engage in client on-boarding and due diligence process.

Job Requirements:

4 to 10 years of front-line experience on securities and custody business is preferred.

Effective time and resources management and interpersonal skills.

Attributes in organizational planning, analysis and judgment, flexibility, eloquent communication, independent work, and problem solving skills.

Good command of spoken and written English and Chinese.

Proficiency in MS Word and Excel.

Business trips may be required.

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