Assistant Relationship Manager, Business Banking
Core
Assist in opening Business Integrated Accounts, prepare documents for client meetings, and serve a designated portfolio of SME Banking accounts.
Role type
Assistant Relationship Manager, Business Banking
Builds
Corporate banking services and treasury products for SME clients
Domain
Banking, SME Finance
Deliverable
client delivery
Required skills
Corporate banking and treasury product knowledge, credit proposal preparation, KYC processes, document preparation, prospecting
Preferred skills
Internship in SME Banking, fluency in Mandarin
Technologies
Banking operations systems
Responsibilities
Assist in Business Integrated Account (BIA) opening and other KYC actions, Attend client meeting with senior CRM and assist in document preparation, logistics management and other tasks assigned, Serve a designated portfolio of accounts in the SME Banking business segment, Develop the portfolio by prospecting new clients and offering suitable corporate banking services to the existing customers