Sec & Derivat Intmd Analyst

Client Service Manager

Department: SFS Ops

Location: Shanghai

Report to: Custody Client Service team leader

JOB DESCRIPTION

• Perform proactive servicing for a designated portfolio of priority local and cross-border client relationships across product base (custody, cash management, foreign exchange, etc.)
• Handle QFII/CIBM/QDII client enquiries and special requests by interacting extensively clients and operations departments
• Provide pre- and after- sales support for those custody related services and on-going problem solving if any
• Work closely with Client Executive to develop, implement and execute comprehensive account plans and call programs
• Perform periodic service reviews jointly with Client Executive and SFS Ops. Provide feedback on QFII/CIBM/QDII client needs and liaise with operations and product development to implement changes in support of client requirements
• Handle QFII/CIBM/QDII client onboarding jointly with Client Executive

REQUIREMENTS

• Bachelor Degree holder
• 3+ year equivalent work experience or banking working experience is preferable
• Ability to work on multiple tasks simultaneously
• Strong customer orientation and team spirit
• Ability to work independently and willing to work overtime
• Fluent spoken English and Mandarin

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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