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Citi Group Vice President Oversight & Client Servicing Transfer Agency China, Hong Kong 471032920
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Vice President , Oversight & Client Servicing, Transfer Agencybased in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
- Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
- Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
- We have a variety of programs that help employees balance their work and life.
In this role, you’re expected to:
This is a role for a senior manager at Vice President level within the Transfer Agency, reporting to the Head of Transfer Agency, Hong Kong.
The role involves day-to-day client servicing, BAU management and oversight responsibility for the transfer agency operations in Hong Kong.
Key Responsibilities:
The candidate is required to have strong knowledge and extensive practical experience of the following core TA processes:
- Client & fund distributor on-boarding, AML/KYC documentation & administration, and data maintenance
- Investor on-boarding, AML/KYC documentation & administration, and data maintenance
- Transaction processing & investor servicing
- Cash & trade settlement processing
- Corporate action processing
- Reporting of shareholder trade activity to the fund accountant and fund custodian
- Bank account reconciliation
- Foreign exchange dealing & execution
- Periodic client & investor reporting
The candidate should also have experience in the following responsibilities of the Transfer Agent:
- Review of fund prospectuses, operating memorandums and key fund documentation
- Fund launches and implementation
- Client conversions
- Client change request management
- Client & vendor management
- Oversight and control management for domestic and outsourced functions
- Managing client due diligence visits
- Awareness of regulatory and industry change and how it impacts the business
The candidate should have strong knowledge of the full trade cycle including other functions performed within TA, as well as the responsibilities of the Administrator and Custodian.
The candidate should have over 15 years of experience within the Transfer Agency operations or in a Transfer Agency support role e.g. Transfer Agency project management and should have been in a people management position for at least 10 years. Having an industry knowledge of the APAC region and an extensive industry experience in fund administration space is a benefit.
Qualifications:
Bachelor’s/University degree or equivalent experience. Professional qualifications are preferred but not mandatory.
- 10-15 years of experience, preferably in a related role
- Subject Matter Expert in multiple or specific skill sets, business areas or products preferred
- Demonstrated project management skills
- Ability to work under pressure and manage deadlines
- Ability to work in a fast-paced environment
- Consistently demonstrates clear and concise written and verbal communication
- Attention to detail and intermediate problem solving skills
Core Skills & Competencies:
Delivery of high quality service to internal and external customers;
- Manage the delivery of tasks in a timely, accurately and in a controlled environment, ensuring priority items are identified and dealt with in a prompt manner.
- Display effective organisation skills in order to manage competing priorities.
- Liaise effectively with other parties, both internally and externally and communicate in a professional manner at all times.
- Represent the TA in a competent and professional manner with external vendors and clients.
- Represent the TA in the regular service calls with external vendors and outsource business partners
- Provide an excellent standard of service to our clients both internally and externally.
Identify and assume ownership of issues;
- Take responsibility for assigned tasks and prioritise to ensure expectations are met.
- Display effective delegation skills, focusing on developing individuals within your team.
- Co-ordinate and maintain a calendar of tasks for the team, ensuring the team meets the deadlines agreed.
- Co-ordinate or act as TA representative on larger projects, as requested.
- Become actively involved in the development of the business by involvement in initiatives such as new business take on
- Implement effective risk awareness within the team, ensuring each member of the team adheres to all documented controls
People and self-management:
- Display effective delegation skills, focusing on developing individuals within your team.
- Display effective people management skills with a proven record of managing both strong and weak performers.
- Ability to build a strong and trusted working relationship with internal and external partners and stakeholders.
- Completion of all assigned training and management of your own training path by identifying personal training needs and opportunities.
- Adaptable and is capable of assimilating to different environments.
Time Type:
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