Description
We are seeking a Client Management & Service Representative to join our Trust and Securities Services (TSS) - Custody & Fund Services (C&F) business in Deutsche Bank.
As a client-facing role, you will manage both domestic and off-shore/cross-border clients for Custody & Fund Services. Your key responsibilities will include:
- Acting as the primary relationship and service contact for an assigned portfolio of institutional clients
- Taking ownership of end-to-end client service management, ensuring timely resolution of service requests, enquiries, and escalations
- Managing clients throughout their lifecycle, including onboarding, KYC refresh, account opening, account maintenance, e-banking setup, business expansion activities, and account closures
- Conducting regular client service reviews, performance discussions, and governance meetings with clients
- Monitoring service quality and client satisfaction, identifying opportunities for service enhancement and process improvement
- Partnering with internal stakeholders to resolve complex service matters
- Leading client onboarding and implementation activities, ensuring smooth and timely delivery against agreed timelines
- Supporting Enhanced Due Diligence, negative news reviews, and other client risk-related activities as required
- Identifying commercial opportunities and collaborating with Sales and Coverage teams to support revenue growth and deepen client relationships
- Participating in strategic client discussions and representing Deutsche Bank in client meetings and industry engagements where appropriate
- Leading or supporting business transformation initiatives, regulatory projects, migrations, and operational improvement programs
- Ensuring adherence to regulatory, compliance, and risk management requirements at all times
- Promoting the use of digital solutions, e-banking platforms, and self-service tools to improve client experience and operational efficiency
In return, you will receive:
- Competitive salary and non-contributory pension
- 20 days annual leave plus generous number of public holidays
- Life Assurance and Private Healthcare for you and your family
- A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives
- The opportunity to support a wide-ranging CSR program plus take volunteering leave days
To be successful in this role, you will need:
- Bachelor's degree in Business, Finance, Economics, or related discipline
- Minimum 5-8 years of experience within Custody, Securities Services, Fund Services, Asset Servicing, Fund Administration, or Financial Institutions servicing roles
- Proven experience managing institutional client relationships within financial institutions, insurance companies, asset managers, hedge funds, brokers, or custodian banks
- Strong knowledge of custody, securities settlement, corporate actions, fund admin, cash management, account services, and related market infrastructure
- Good knowledge of the Hong Kong market and sufficient knowledge of the China market
- Sound understanding of client onboarding, KYC, AML, regulatory requirements, and account management processes
- Demonstrated ability to manage client portfolios independently and handle complex client issues and escalations
- Strong stakeholder management skills with the ability to influence internal and external parties across multiple levels
- Commercially minded with an ability to identify client opportunities and support business growth initiatives
- Excellent communication, presentation, and relationship management skills
- Strong project management and organizational skills with the ability to manage multiple priorities in a fast-paced environment
- Working knowledge of Microsoft Office applications and digital client servicing platforms
- Proficiency in English and Mandarin is required. Proficiency in Cantonese is preferred.
We offer a culture of continuous learning, coaching, and support from experts in your team, flexible working arrangements, and a range of flexible benefits that you can tailor to suit your needs.