( Deputy / Senior) Relationship Manager (Non-Bank FI)

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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