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

Responsibilities: Develop and serve a portfolio of accounts in the non-banking segment of Financial Institutions. 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 disc

Bank Of China (Hong Kong) Limited - Hong Kong - Full time

Salary: Competitive

Responsibilities:
  • Develop and serve a portfolio of accounts in the non-banking segment of Financial Institutions.
  • 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.
  • 2 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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