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Project Manager, Custody - HKD65K

Job description

Our client is a global investment bank. Due to special needs, they are looking for an Account Manager to for custody team.


  • Oversee onboarding/implementation of new clients/funds/accounts
  • Ensure timely resolution of client escalations
  • Coordinate and work closely with Sales Specialists for client Relationship Reviews and call briefing memos
  • Ensure AML enquiries handled promptly and thoughtfully ensuring adherence to Citi policies.
  • Work with Global partners to ensure references are provided (e.g. credit references).
  • Provide client feedback on product, process and service needs.
  • Take ownership, lead and track specific customer issues/problems including pricing and billing issues and work with the customer and internal departments until issues are resolved.
  • Appropriately assess risk/reward of transactions when making business decisions


  • Bachelor degree in Finance or Business
  • Working experience in financial institution
  • 10 years of experience in another global custodian
  • Solid experience in global settlements, global custody, fund administration and corporate actions
  • Communicate and explain complex situations
  • Able to work under pressure and short timeline;
  • Experience in working with large investor clients/asset managers/insurance companies

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