Team Lead, Relationship Manager, SME Banking
Core
Lead a team of Relationship Managers to grow the SME business, manage existing customer portfolios, and defend the portfolio by exploring business opportunities.
Role type
Senior IC relationship manager (SME banking)
Builds
Commercial banking products and services including cash management, trade finance, working capital finance, term loans, and foreign exchange
Domain
Banking / SME Finance
Required skills
Team leadership, sales target setting, portfolio management, cross-selling, upselling, credit review, KYC/KYB, regulatory compliance, AML compliance
Preferred skills
Degree in Business Administration, Marketing, or Economics, Registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7& 8
Technologies
None stated
Responsibilities
Lead a team of Relationship Managers to grow the SME business, set sales targets and goals. Provide training and guidance to achieve the defined goals. Manage the existing SME customers' portfolio by extending to them suitable banking solutions. Cross sell and upsell a full range of appropriate SME banking solutions according to the needs of customers. Timely submit credit reviews, CDD reviews and various reports. Conduct ongoing KYC/KYB of existing corporate customers in strict compliance with all internal and external regulations and policies. Maintain a good quality loan and deposit portfolio by proper monitoring on account performance and business viability of customer. Perform regulated activities, type 1 and 4 specified under the Securities and Futures Ordinance (SFO).