Client Management & Service Senior Analyst - Trust & Securities Services (TSS) AVP
Core
Primary relationship and service contact for an assigned portfolio of institutional clients, managing end-to-end client service, onboarding, and lifecycle management for Custody & Fund Services.
Role type
Senior IC client management analyst (institutional)
Builds
Client service delivery, account management, and business transformation initiatives for institutional clients
Domain
Banking, Trust & Securities Services, Custody & Fund Services
Deliverable
client delivery
Required skills
Institutional client relationship management, end-to-end client service management, client onboarding and lifecycle management, stakeholder management, regulatory compliance knowledge, project management, commercial opportunity identification
Preferred skills
Experience servicing Chinese financial institutions, knowledge of the China market, proficiency in Cantonese
Technologies
Microsoft Office, digital client servicing platforms, e-banking platforms
Responsibilities
Act as primary relationship contact for institutional clients, manage client onboarding and KYC refresh, conduct client service reviews and governance meetings, partner with internal stakeholders to resolve complex matters, lead business transformation and regulatory projects, identify commercial opportunities for revenue growth
Seniority
Senior, hands-on IC