Core Function:
- Assist Corporate RMs (hereinafter, “RMs”):
- Preparation of Credit recommendation for Corporate accounts (hereinafter, “customers”)
- KYC preparation for new Corporate accounts and reviews
- Liaison with Operations for Corporate account transactions
- New customer onboarding and account opening
- Preparation of any internal reports
- Attend to customers on an ad-hoc basis
Primary Duties and Responsibilities:
- Assist in preparing customers financial spread sheets in Credit Lens, financial analysis, data input for RORC, ROCE and ECL, related parties searches and environmental risk analysis for the CR Package.
- Assist in reviewing customers financial spread sheets and financial analysis and provide constructive comments to ensure compliance and risk addressing.
- Promotes inter-department/branch cross-selling of products and networking.
- Assist in exploring for new opportunities and tracking new projects in MENA countries and refer to CIB Head for necessary action.
- Attend business calls with RMs and prepare call reports.
- Liaise with operations department to ensure seamless implementation of customers transactions
- Assist RMs in preparation of KYC package (including preparing the KYC/CIS/CRS forms and updating Database and collecting the necessary documentation) preparation for new customers and reviews.
- Assist RMs in new customer onboarding and account opening process.
- Assist RMs in transaction and legal documentation.
- Preparation of any internal reports.
- Support RMs as required, in execution of transactions (trade, syndicated loans etc.).
- Attend to customers on ad hoc basis.
- Assist CIB Head/RMs in preparation for Budget.
- Provide a backup for RMs during their absence.
- Comply with all the internal policies and procedures as well as the relevant laws and regulations.
Requirements
- Possess a degree in Finance / Accountancy / Business Administration or related fields
- 5 years of relevant working experience
- Sound knowledge in banking products
- Good credit and marketing skills
We apologize that only shortlisted candidates will be contacted. Thank you.
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PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E
EA License No. 01C4394 • EA Registration No. R1653100 (Goh Jia Zhen Crystal)
