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Custody Manager (Client Service)

Intermediate (3-6 years)


Technical Skills

  • Bill Payment
  • Cash Management
  • Corporate Actions
  • Marketing
  • Microsoft Access
  • Sales
  • Settlements
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Job Description

Custody Manager (Client Service)

Location: Hong Kong


  • Assist and advise institutional clients over on-boarding requirements, documentation and service issues in relation to operations or securities markets, including settlement, corporate actions, billing and cash management etc.
  • Support existing institutional relationships through excellent services as well as the management of client expectation.
  • Handle client enquiries on account opening, corporate actions, trade settlement and market information etc.
  • Assist relationship managers in the completion of custody account opening documentation and the set-up of system access.
  • Prepare ad hoc reports for clients, e.g. service level performance, failed trades and error rates, etc.
  • Coordinate effectively with other units like Corporate Banking, Financial Institutions, Bank-wide Operations, Cash Management and Global Markets to maintain service standards and client focus
  • Look out for new client relationships by communicating such opportunities to Sales team, and supporting Relationship Managers in their marketing efforts
  • Contribute to regular service reviews with key custody clients in a bid to enhance service quality
  • Liaise with concerned stakeholders on non-standard requirements and follow them through


  • Tertiary education or above, with SFC Qualifications for handling regulated activities Types 1 & 4 preferable 
  • At least 3-5 years hands-on experience with financial services and exposure to global investment instruments
  • Keen market sense and client service orientation
  • Basic knowledge about securities market infrastructure, industry norms, and general operation practices in asset servicing
  • A good team-player with strong interpersonal and coordinating skills
  • Able to work independently and tactfully in handling institutional clients to improve their service experience
  • High level of risk awareness
  • Meticulous with details
  • Pro-active in identifying and resolving problems
  • Strong communication skills in English and Chinese, proficient in Mandarin preferred
  • Candidates with less experience will be considered for the role of Assistant Custody Manager (Client Services)
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelNon-specified
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Bank of ChinaInvestment Banking and Brokerage

24/F Bank of China Tower 1 Garden Road Hong Kong

directions_walk10 mins walk from Admiralty Station