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(Assistant - Deputy) Relationship Manager, Institutional Business (Public Sector)

職位編號: 499360
聘用性質: 全職
部門: 機構業務部
工作類別: 客户關系管理

Responsibilities:
  • Develop and serve a portfolio of accounts within the designated business segment, including government agencies, non-governmental organizations, health care and education institutions, etc.
  • 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.
  • Holder of CFA/ CPA qualification would be an advantage. 
  • 2 years or above relevant experiences in the designated business segment, preferably with exposure to public institutions.
  • 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.

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