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: Bachelor degree or above.
Knowledge in investment market products and demonstrate ability to learn securities operation work and process.
Knowledge about operational risk and control monitoring is preferred.
Detail oriented, independent with good problem solving skill.
Able to liaise with clients and other counterparties to resolve processing issues.
Proficient in spoken and written English and Chinese (including Putonghua).
A good team player.
Proficient in MS offices and Word Processing (Chinese & English).
LI-CT1
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Client Services Manager, Corporate Trust & Agency Services
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Client Services Manager, Corporate Trust & Agency Services
Hong Kong, Hong Kong,
Modified September 3, 2024
Description
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Employer's info
Bank of China, include BOC Hong Kong, BOC International, BOCG Insurance and other financial institutions, providing a comprehensive range of high-quality financial services to individual and corporate customers as well as financial institutions worldwide.
Over the past century, Bank of China played an important role in China’s financial history. It was established in 1912 pursuant to the approval of DR. Sun Yat-sen. In the following 37 years the Bank served as the central bank, international exchange bank and specialized foreign trade bank successively. In 1949, Bank of China became the state-designated specialized foreign exchange bank. In 2003, it was named by the State Council as one of the pilot banks for joint-stock reform of wholly state-owned commercial banks. On August 26, 2004, Bank of China Limited was formally incorporated in Beijing as a state-controlled joint stock commercial bank.
Bank of China is the most internationalized commercial bank in China. BOC London Branch, the first overseas branch of the Chinese banks, was established in 1929. Currently, it had over 10000 domestic operations and over 600 overseas operations. In 1994 and 1995, Bank of China became the note issuing bank in Hong Kong and Macao respectively.
The Bank prepared a new strategic development plan which was approved by the Board of Directors in March 2009. Strategic Positioning: To be a large multinational banking group based on a diversified and integrated cross-border business platform, with a core business of commercial banking. Strategic Goals: To be a leading international bank delivering growth and excellence.
Specialties
Banking,
Trade financing,
Investment banking