We are seeking an accomplished and strategic Senior Custody Sales Product Manager to join our dynamic client facing team. In this role, you will be responsible for driving the overall custody business strategy, overseeing team performance, and cultivating high-value relationships with financial institutions clients. This is an excellent opportunity for a seasoned professional looking to advance their career in the securities industry and championing business growth and operational excellence across the department.
Responsibility:
- Lead, coach, and develop a team of custody sales professionals, setting clear performance targets and driving a high-performance culture aligned with the department's strategic goals.
- Develop and maintain client relationship relating with custody business and future potential business opportunities.
- Define and drive the overall custody business development strategy in alignment with Head Office direction, collaboration with front office stakeholders to achieve business targets.
- Promote business development and cooperation and to achieve sales target KPIs consist of custody account opening, custody fees targets and Asset under Custody (AUC) targets.
- Main contact person to liaise with Head office custody team. Understand strategic business direction, collaborate with front office stakeholders to achieve business targets.
- Oversee and approve fee quotations, client proposals, and revenue projections; provide senior guidance on complex client needs, delivering holistic and tailored custody solutions.
- Engaged with internal stakeholders to line up the book of work, taking business priorities in consideration and driving timely deliveries across line of businesses.
- Critical role where candidate will partner with core teams to lead time sensitive sales programs effectively while managing both business and technology stakeholders to help capitalize on best deliverables to grow the business.
- Familiar with global custody business models and products, good customer relationships with sovereign, bank and non-bank clients, and understanding of cross-border institutional investment and QFI/CIBM channels.
Requirement:
- Bachelor's degree or above, advanced degree (MBA or equivalent) is an advantage.
- Minimum 12–15 years of working experience, with at least 7 years in a senior custody sales, relationship management, or product leadership role within the financial services industry.
- Demonstrated experience managing and leading sales teams, with a proven track record of achieving and exceeding business targets.
- Deep expertise in custody products, securities settlement, asset servicing, and cross-border investment channels including QFI and CIBM.
- Strategic thinker with strong commercial acumen, capable of identifying new business opportunities and translating them into revenue growth.
- Effective communication with good interpersonal, written and verbal skills in both English and Chinese. Must have ability to write in business Chinese to conduct report upon HQ's requirement.
- Ability to conduct market research and excellent report writing ability in business Chinese so as to meet with stakeholders business need.
