CareerPlan

Relationship Manager

Santa Clara, CA, USFull-time$100k2026-10-24 → 2026-11-09
No visa sponsorship

Core

Managing a large portfolio of diverse and complex clients in US and Greater China/Asia Pacific markets with a focus on cross-border banking and nearshoring opportunities.

Role type

Senior Cross Border Relationship Manager

Builds

Banking relationships and loan portfolios for businesses in Greater China/Asia Pacific markets

Domain

Banking / Cross-border finance / Greater China & Asia Pacific

Required skills

Cross-border banking expertise, sales, networking, negotiation, business acumen, relationship building, corporate finance knowledge, underwriting, forecasting

Preferred skills

Mandarin or Cantonese proficiency, experience in nearshoring opportunities

Technologies

N/A

Responsibilities

Develop and manage a large portfolio of diverse and complex clients; Act as a consultant to clients and a resource to the Bank in developing and retaining business; Perform and/or oversee underwriting and forecasting for all loans; Attain established individual, department, and Bank financial goals

Seniority

Senior, hands-on IC