- Enhancing and expanding existing client relationships while also acquiring new clients.
- Promoting a range of banking products, including deposits (especially CASA), CAPEX loans, trade/working capital finance, factoring, supply chain financing, equipment finance, DCM, and treasury products such as leverage forward, CCS/IRS, with a focus on delivering high-quality services.
- Driving enterprise banking business growth by increasing the number of accounts, loan and deposit balances (particularly CASA), and promoting fee-based products.
- Taking responsibility for day-to-day client communications to gain insights into their evolving banking needs and credit standing.
- Structuring banking facilities and preparing credit proposals for clients.
- Conducting timely annual reviews of credit facilities.
- Strengthening collaboration with teams in China and facilitating cross-referrals between Hong Kong and China.
- Working cohesively within teams and fostering harmonious relationships with other counterparties.
Requirements:
- A degree in Accounting, Finance, Business Administration, or a related discipline.
- 6-12 years of experience in client coverage within the commercial banking sector, with a focus on mid-caps and large SMEs, demonstrating an excellent sales track record in both Hong Kong and the Pearl River Delta Region.
- Mandatory licensing requirements include HKMA Type 1 & 4, with HKFI being preferable.
- Strong credit and business knowledge in the commercial banking space, along with a deep understanding of relevant clients and industries.
- Excellent communication skills in English, Cantonese, and Mandarin, both spoken and written.
- Strong analytical and presentation skills.
- Ability and willingness to collaborate with peers to achieve common objectives.
- Self-motivated, results-driven, and customer-oriented.
***Interested candidates, please send an updated CV to kelvin.lam@charterhouse.com.hk