市场营销岗(非银)-经理/高级经理(金融同业部)

岗位职责
Relationship Manager / Senior Manager, Non-bank Financial Institutions - Financial Institutions

1. Develop and maintain relationships with financial institutional clients, including banks, securities firms, financial leasing firms, asset management companies, and other non-bank financial institutions.

2. Promote and distribute a full range of interbank and financial markets products, including interbank lending, bond repos, bond investments, derivatives, syndication loans and cross-border interbank businesses.

3. Implement agreed business plan to achieve pre-set sales/revenue targets.

4. Conduct due diligence on counterparties, assess and manage credit facilities, prepare credit proposals, facilitate internal approval processes, and perform ongoing risk monitoring and post-lending/portfolio management.

5. Stay abreast of money market, bond market, and regulatory developments, provide timely market intelligence, and support strategic decision-making for the department.

6. Collaborate with other internal divisions to drive cross-departmental synergy and enhance comprehensive financial service capabilities.

1. 负责金融同业客户的拓展与维护，客群包括银行、证券、金融租赁及资产管理公司等各类金融机构。

2. 推广及销售银行全方位同业业务产品, 包括同业拆借、债券回购、债券投资、衍生品交易、银团贷款及跨境同业业务等。

3. 根据经营计划，完成相应业绩指标。开展同业客户尽职调查、授信额度评估与管理、撰写授信文件、推动内部审批流程，并持续做好存续期贷投后风险管理工作。

4. 密切关注货币市场。债券市场及监管政策动态，及时反馈市场信息，为部门策略调整提供决策支撑， 协同行内其他部门，推动跨条线联动合作，提升综合金融服务能力。

任职资格
1. Bachelor’s degree or above in Finance, Economics, Accounting, Mathematics, Statistics, or related disciplines.

2. At least 5 years of relevant experience in interbank/institutional business or financial markets within financial institutions; solid understanding of interbank market dynamics and key products; established client network in the financial sector is highly preferred.

3. ACRP/CCRP (CL) 、FRM、CPA or CFA holder is preferable.

4. Strong market acumen, excellent client development and relationship management skills; self-motivated, resilient, and adaptable to fast-changing market conditions.

5. Superior skills in proposal design, credit analysis, and report writing.

6. Proficient in both written and spoken English and Chinese (Cantonese & Mandarin).

7. Candidate with more experience will be considered as Senior Manager.

1. 全日制大学本科或以上学历, 主修金融、会计、经济及数理科等相关专业。

2. 具有5年或以上金融机构业务经验，熟悉金融同业市场运作规则及主要产品结构，具备丰富的金融机构客户资源者优先。

3. 持有ACRP/CCRP(CL)、FRM、CPA及CFA等专业资格证书优先。

4. 具备良好的市场触角、优秀的客户拓展及关系维护能力，自我驱动，抗压能力强，适应快速变化的市场环境。

5. 良好方案设计、授信分析及报告撰写能力。

6. 良好中英文语言及书写能力。

7. 经验较优者将考虑为高级经理。