In this role, you will manage a portfolio of key financial institution clients, ensuring high service standards while identifying opportunities to deepen wallet share and drive new business. Acting as a senior point of contact, you will coordinate closely with internal product, operations and regional teams to deliver solutions across custody, settlement and collateral-related services.
Key Responsibilities
- Own and develop strategic relationships with banks and financial institutions
- Drive revenue growth by identifying cross-sell and new business opportunities
- Deliver client presentations and proposals tailored to institutional needs
- Oversee service quality, resolve operational issues and manage client enquiries
- Partner with product teams to promote securities services and digital solutions
- Ensure compliance with KYC, AML and internal governance standards
- Stay current on market developments and competitor activity
Requirements
- Bachelor’s degree or equivalent
- 6–8 years’ experience in securities services, custody, or banking
- Strong understanding of settlement, corporate actions and institutional servicing
- Solid knowledge of KYC/AML frameworks and onboarding processes
- Established relationships within financial institutions preferred
- Excellent communication skills in English, Cantonese and Mandarin for internal & external communications and engagement
- Strong analytical mindset with a client-centric approach
- Willingness to travel as required
BeathChapman Pte Ltd
