The role acts as the central point of contact for Investor Services client account opening activities in APAC and supports implementations of new and incremental custody business
Job Summary
The role acts as the central point of contact for Investor Services client account opening activities in APAC and supports implementations of new and incremental custody business.
Citi provides extensive on-the-job training, exposure to senior leaders, and programs supporting physical and mental well-being including telehealth and confidential counseling.
The Custody Account Services - Client Onboard Senior Analyst is responsible for leading timely completion of account opening documentation, coordinating internal resources, and building strong partnerships across functions.
Matching Summary
The role acts as the central point of contact for Investor Services client account opening activities in APAC and supports implementations of new and incremental custody business.
Skills & Requirements
Must-have
Custody account opening activities
Client documentation management
Securities operations experience
Client relationship management
Analytical thinking and data analysis
Strong communication and negotiation skills
Nice-to-have
Team player
Ability to work independently
Multilingual skills including Mandarin and Cantonese
Time management skills
Problem solving and risk escalation
Key Requirements
Bachelor’s/University degree
4-6 years securities operations/client service experience
Knowledge of financial & banking products
Experience with Global/Direct Custody and China Connect