Senior Manager/Assistant Vice President, Securities Services (Agency & Trust)

China CITIC Bank International Limited (Hong Kong, Hong Kong) 4 hours ago

Job Purpose

This role is principally responsible for the execution and delivery of corporate trust and agency services around capital market and structured finance transactions, with additional opportunities to support new business and platform development initiatives for the Agency & Trust business.

It provides great exposure to professionals across the corporate trust, loan agency, issuer services or related industry sectors who are motivated to develop new business platform and relationship as well as to utilize their execution and delivery experience in agency and trust products.

Key Responsibilities

(I) Product and Business Development

  • Assist with the development and implementation of product program and business plans
  • Assist with the development and ongoing enhancement of product materials, procedures and guidelines for Agency and Trust products
  • Establish internal and external business relationships to advocate Agency and Trust products

(II) Collaboration & Execution

  • Liaise with clients, deal parties as well as stakeholders such as Relationship Managers, Legal & Compliance, Operations, Clearing Systems to perform review of transaction documentation and deal mechanics from Agency and Trust’s perspective
  • Work closely with clients and deal parties to facilitate seamless transaction execution and closing in Agency and Trust’s capacities
  • Coordinate transaction implementation to ensure client and transaction requirements are fully delivered

(III) Post-closing Transaction Services Delivery

  • Manage all aspects of assigned transactions and client portfolio in a manner that complies with transaction documentation, legal and regulatory requirements as well as internal control policies and procedures to ensure superior client and delivery experience
  • Perform monitoring of covenants compliance as per transaction documentation, and undertake periodic review of transactions and accounts
  • Assist in developing and enhancing our client experience


  • Degree holder in Law, Economics, Finance or related disciplines
  • At least 3-5 years of relevant work experience in related areas ideally in corporate trust, agency or capital markets
  • Working knowledge of key capital market instruments and transaction structure such as Eurobond, structured finance, syndicated loans, escrow, equity, securities fund, and other investment products
  • Motivated and enthusiastic working-attitude and team-spirit
  • Strong relationship building and interpersonal skills
  • Strong analytical and problem solving skills
  • Good command of written and spoken English and Chinese (including Putonghua)

For more details about career opportunities with the Bank, please visit our website  Please apply with full resume stating current and expected salaries via

Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment.  All employment decisions will be made in a non-discriminatory manner.

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Senior Manager/Assistant Vice President, Securities Services (Agency & Trust)

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