Relationship Manager, Financial Institutions Group
Core
Drive revenue growth and deepen relationships with insurance, asset management, and fund manager clients in Greater China and North Asia by expanding product penetration and managing credit risk.
Role type
Senior Relationship Manager, Financial Institutions
Builds
Cross-border transaction solutions, deposit and treasury products, and lending facilities for institutional clients
Domain
Banking, Financial Services, Greater China/North Asia
Required skills
Client origination, relationship building, cross-selling, credit risk management, KYC/AML compliance, financial product knowledge, credit analysis
Preferred skills
SFC license, Cantonese and Mandarin fluency, experience in Non-Bank Financial Institutions
Technologies
N/A
Responsibilities
Proactively grow assigned client portfolio through new acquisition and deepening product penetration; Act as senior coverage for clients hubbed out of Hong Kong; Perform first line of defense for compliance including KYC, AML, and credit limit management; Lead Know Your Customer and Customer Due Diligence; Prepare and oversee facilities approvals and credit documentation.
Seniority
Senior, hands-on IC