About the role
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 will over 5 years or above relevant experience could be considered for Senior Relationship Manager.
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