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Transaction Relationship Manager, Agency & Trust - VP

Job Req ID 24786899 Location(s) Hong Kong, Hong Kong SAR Job Type Hybrid Job Category Institutional Sales
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The VP - Transaction Relationship Manager is a senior-level position responsible for a portfolio of deals from mandate stage through to maturity. These include Bonds, Loans, Escrows, Account Bank and the various permutations of these including Project finance, Repacks, Convertible Bonds, Structured Finance etc. This is a Client Executive position which serves as an intermediary between clients and the business. Working with clients ( their advisors) and other market participants alongside internal stakeholders (legal, business, risk, compliance) you will close deals and ensure that questions which arise during the deal lifecycle are addressed.

Responsibilities:
•    The Transaction Relationship Manager will own a portfolio of deals from mandate stage through to maturity.
•    To negotiate debt capital market transactions from the perspective of trustee and agent. Negotiation of documents following an in-house playbook with requirements from legal, business, operations, risk and compliance to maintain Citi’s standards. 
•    The primary point of contact for a portfolio of agency and trust transactions consisting of Bonds, Loans, Escrow and Account Bank deals. 
•    A flexible mindset for interpreting documents and dealing with a broad range of queries from arrangers, issuer/ borrower or holders. Logical and calm approach to problem solving whilst dealing with multiple work streams.
•    Solid understanding of banking policies and downstream impacts on clients along with operational knowledge and how these are reflected in documentation.  
•    Collaborative approach to stakeholder management to better understand business concerns and know how to relay these to the clients and to escalate promptly when required.  
•    Support the agency and trust business by improving processes and procedures and working on ad-hoc projects required by the business.
•    Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
•    Ability to review and make recommendations on transaction legal documentation and liaise with legal counsel
•    English fluent written/ verbal communication skills with Chinese preferred.
•    Ability to handle multiple transactions/matters simultaneously and prioritise accordingly
•    Client-focused; pro-active with flexible attitude
•    Team player with a sense of responsibility and collaborative spirit.

Education:
•    Bachelor degree or above in legal or business related discipline
•    6-10 years of DCM, ECM experience gained in a financial institution 
•    Law firm PQE 3+ in DCM, ECM or similar.
•    Corporate trust, agency & trust  and/or loan agency expertise is preferred.

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Job Family Group:

Institutional Sales

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Job Family:

Investor Sales

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Time Type:

Full time

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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