Associate, Global Transaction Banking (NBFIs)

Responsibilities: Support in defining business strategies, plans, and budgets for the GTB division. Manage a portfolio of global Non-Bank Financial Institution clients (relationships with sponsors, insurance, PB, asset managers are a plus), providing tailored cash management, working capital, and payment risk solutions. Build and strengthen client relationships, identify new business opportunities, and expand customer reach in coordination with global teams. Proactively engage with clients, deli

Morgan McKinley - Hong Kong - Full time

Salary: HK$61k -70k pm

Responsibilities:
  • Support in defining business strategies, plans, and budgets for the GTB division.
  • Manage a portfolio of global Non-Bank Financial Institution clients (relationships with sponsors, insurance, PB, asset managers are a plus), providing tailored cash management, working capital, and payment risk solutions.
  • Build and strengthen client relationships, identify new business opportunities, and expand customer reach in coordination with global teams.
  • Proactively engage with clients, deliver customized transactional products, and ensure smooth execution of services.
  • Prepare pitches, review legal documentation, negotiate deals, and assist with credit line renewals.
  • Monitor client transactions, assess returns, make pricing decisions, and address account discrepancies.
  • Collaborate with cross-functional teams to enhance cross-selling opportunities and ensure seamless deal execution.
  • Maintain accurate client data, ensure compliance with regulatory frameworks, and act as the first line of defense for risk management.
  • Evaluate client creditworthiness, defend credit proposals in committees, and align with internal risk policies.
Requirements:
  • Bachelor's degree or above in business, finance, or a related field.
  • Minimum 6 years of experience working with Non-Bank Financial Institutions, with expertise in global trade finance and transactional banking products.
  • Strong understanding of corporate banking products, trade finance trends, and transactional banking services.
  • Hands-on experience preparing credit proposals and structuring business transactions (insurance-covered transactions are a plus).
  • Exposure to trade finance in other Asian markets is an advantage.
  • Proven ability to originate, structure, and close business deals.
  • Fluent in English and Mandarin.
  • Excellent interpersonal, negotiation, and communication skills.
  • Team-oriented, proactive, and results-driven, with the ability to work under pressure.


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