We are seeking a highly motivated and results-oriented Custody Relationship Manager to join our dynamic client facing team. In this role, you will be responsible for developing and managing relationships with financial institutions clients and provide them with tailored business solutions. This is an excellent opportunity for a seasoned professional looking to advance their career in the securities industry and contribute to the growth of our business.

Job description

Maintain relationship with new and existing custody clients, being the main point of contact with client and internal stakeholders. Responsible for the daily management of both domestic and global custody clients, including new client acquisition and onboarding processes by fulfilling custodian business KPI.
Promote cross sales and business development and cooperation across various areas such as deposits and loans, and achieve sales target KPIs consist of loan volume, deposit volume, overall operating revenue and asset under custody (AUC).
Handle credit initiation and management for clients with financing needs, including but not limiting to customer credit rating, credit line approval, post-loan management, and various risk monitoring tasks. Drive cross-selling of a full range of financial products to institutional clients, including RMB clearing, credit facilities, financial markets, bonds, trade finance, with main focus on custody services.
Manage client's expectations and propose appropriate strategic business solutions.
Conduct industry research related to non-bank financial institutions develop and maintain relevant business policies and procedures support new product development and market entry.
Work with internal and external stakeholders on business related discussions.
Coordinate with industry associations and participate in various client involvement events.

Requirements

Bachelor degree from a recognized university.
Minimum 5 years of experience in the financial industry, with strong abilities in client relationship management, marketing, and customer service. Knowledge of custody business will be an added advantage.
Good understanding on the expectations of both domestic and global financial institution clients.
Experienced in achieving sales KPI by the management team.
Familiar with trade life cycle and understanding of custody business like settlements and clearing, financial markets, capital markets, and trade finance and risk management.
Candidates with outstanding capabilities may be considered even if they do not meet the standard industry background or experience requirements.
Good written and verbal English and Chinese is highly preferred in order to provide service to Chinese speaking clients. Ability to write in Business Chinese will be an added advantage for writing reports to Head Office when necessary.

FI Custody Relationship Manager