Relationship Manager

Responsibilities:

• Develop and serve a portfolio of accounts in the non-banking segment of Financial Institutions (Insurance, Principle Investment, Sovereign).
• Develop the portfolio by prospecting potential clients in the market and offering suitable banking services to the existing customers.
• Assist in KYC and client on-boarding process.
• Prepare credit proposals in accordance with delegated authority.
• Prepare various reports for management review.

Requirements:

• Degree or above with major in Business Administration, Finance, or related disciplines.
• Experience in Relationship Management for Non-Bank FIs is definitely an advantage.
• Holder of CFA/ CPA qualification would be an advantage.
• 3 years or above relevant experience in the designated business segment.
• Good knowledge of the corporate banking and treasury products and services.
• Familiar with the general banking operations and its legal and regulatory requirements.
• Knowledge in financial analysis / credit analysis.
• Sound interpersonal and communication skills.
• Good command of both spoken and written English and Chinese (including Putonghua).
• Proficiency in MS Office applications.
• Candidates with over 5 years or above relevant experience could be considered for Senior Relationship Manager.