Relationship Manager (Custody) - BANK OF CHINA LIMITED

Roles & Responsibilities

We are seeking a highly motivated and results-oriented Custody Relationship Manager to join our dynamic client facing team. In this role, you will be responsible for developing and managing relationships with financial institutions clients and provide them with tailored business solutions. This is an excellent opportunity for a seasoned professional looking to advance their career in the securities industry and contribute to the growth of our business.

Responsibility :

• Maintain relationship with new and existing custody clients. Point of contact with client and internal stakeholders. Responsible for the daily management of both domestic and global custody clients, including new client acquisition and onboarding processes by fulfilling custodian business KPI.
• Promote cross sales and business development and cooperation across various areas such as deposits and loans, and achieve sales target KPIs consist of loan volume, deposit volume, overall operating revenue and asset under custody (AUC).
• Handle credit initiation and management for clients with financing needs, including but not limiting to customer credit rating, credit line approval, post-loan management, and various risk monitoring tasks. Drive cross-selling of a full range of financial products to institutional clients, including RMB clearing, credit facilities, financial markets, bonds, trade finance, with main focus on custody services.
• Manage client’s expectations and propose appropriate strategic business solutions.
• Conduct industry research related to non-bank financial institutions; develop and maintain relevant business policies and procedures; support new product development and market entry.
• Work with internal and external stakeholders on business related discussions.
• Coordinate with industry associations and participate in various client involvement events.

Requirements :

Tell employers what skills you have

Wealth Management

Global Custody

Relationship Management

Loans

Risk Management

Securities

Trade Finance

Capital Markets

Market Entry

Deposits

Bonds

Sales and Business Development

Product Development

Customer Service

Business Development

Customer Service Experience