Client Management & Service Senior Analyst - Trust & Securities Services (TSS) AVP
Core
Senior client relationship and service management for institutional clients in Custody & Fund Services, handling onboarding, lifecycle management, and escalations.
Role type
Senior IC client management analyst (Trust & Securities Services)
Builds
End-to-end client service delivery, account lifecycle management, and service quality improvements for institutional clients
Domain
Banking, Trust & Securities Services, Fund Administration
Deliverable
client delivery
Required skills
Institutional client relationship management, custody and securities settlement knowledge, KYC/AML compliance, project management, stakeholder management, commercial opportunity identification
Preferred skills
Chinese financial institution servicing experience, Cantonese proficiency
Technologies
Microsoft Office, digital client servicing platforms, AI tools
Responsibilities
Act as primary contact for assigned institutional client portfolio; manage client lifecycle from onboarding to closure; conduct service reviews and governance meetings; partner with internal teams to resolve complex service matters; lead onboarding and implementation activities; support risk-related activities like EDD and negative news reviews; identify commercial opportunities with Sales teams; represent the bank in client meetings; lead business transformation and regulatory projects; promote digital solutions adoption
Seniority
Senior, hands-on IC
