Client Services Manager, Corporate Trust & Agency Services

Responsibilities: Conduct documentation review and deal execution in accordance with agreed procedures and polices together with external counsel and internal counsel. Review new deal mechanics and feasibility and work with Operations team in deliverables. Manage the end to end process for new and existing deals including new deal setup, ongoing deal administration, annual account review, and maintain deal records. Liaise with Operations team to ensure tasks are delivered properly. Act as deal o

Bank Of China (Hong Kong) Limited - Hong Kong - Full time

Salary: Competitive

Responsibilities:
  • Conduct documentation review and deal execution in accordance with agreed procedures and polices together with external counsel and internal counsel.
  • Review new deal mechanics and feasibility and work with Operations team in deliverables. Manage the end to end process for new and existing deals including new deal setup, ongoing deal administration, annual account review, and maintain deal records. Liaise with Operations team to ensure tasks are delivered properly.
  • Act as deal owner for a portfolio of agency/trustee deals. Provide oversight on Operations processing and ensure all contractual duties are completed timely and accurately.
  • Serve as a primary contact for clients and handle ad-hoc requests and enquiries.
  • Liaise with different teams to obtain data and compile various MIS reports as required by management on monthly basis.
  • Assist on control and compliance matters such as reconciliation of escrow reports and liaise with Operations team to arrange internal control meeting and review the Operations activities.
  • Review / update client service procedures and ensure all processes are met with the bank's standards on control, risk management, operational efficiency and service quality continuously.
Requirements:
  • 5 years banking experience is preferred (with a minimum of 2 years in capital market products, particularly bond or syndicated loan administration). Paralegal in capital markets will also be considered.
  • Knowledge about operational risk and control monitoring is preferred.
  • Detail oriented, independent thinking and demonstrate problem solving skill.
  • Able to liaise with clients to handle enquires and resolve operational issues.
  • Good communication skills, both Cantonese and English, and Mandarin is also preferred.
  • Being a good team player.
  • Proficient in use of MS office tools.
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