Financial Institutions RM (Trade Finance)

Hays Hong Kong
Full time Permanent On-site Competitive

About the job

Role Overview

The Relationship Manager will be responsible for developing and expanding business opportunities within the Financial Institutions (FI) segment, with a primary focus on transaction banking solutions.

The successful candidate will proactively identify new business opportunities, deepen existing client relationships, and enhance overall wallet share through the delivery of tailored banking solutions.

Key Responsibilities
  • Develop and execute client coverage strategies targeting financial institutions and corporates.
  • Proactively source and onboard new clients while strengthening relationships with existing customers to increase revenue contribution and product penetration.
  • Conduct regular client engagement activities, including business development meetings, portfolio reviews, and relationship enhancement initiatives.
  • Build and maintain strong market connectivity within the banking and trade finance ecosystem.
  • Structure and market trade finance, correspondent banking, risk participation, and transaction banking solutions to clients.
  • Identify opportunities across cash management, trade services, payments, and related banking products to drive cross-selling revenue.


Requirements
  • Bachelor's degree in Finance, Business Administration, Economics, or a related discipline.
  • Minimum 10 years of relevant banking experience, with significant exposure to Financial Institutions coverage, Transaction Banking, or Trade Finance.
  • Demonstrated track record in relationship management, business origination, and revenue generation.
  • Experience in managing FI relationships and trade-related corporate clients within Hong Kong and/or regional markets.
  • Familiarity with regional and international banking markets, including economic and industry developments affecting FI clients.
  • Fluent in English and Mandarin, both written and spoken.

If you're interested in this role,
Please contact Janessa Sze for a confidential discussion about your career. Or send your CV at [email protected]