Our client in the banking industry is inviting applicants to join their front office team.
Senior Relationship Manager, Corporate Banking
Purpose of role
Responsible for developing the Bank’s corporate banking and trade finance business with the view to service and develop existing/new customers for building up funded/unfunded assets and activating corporate banking & trade finance business to achieve revenue objectives with portfolio diversification
Duties and Responsibilities
- Evaluate and prepare credit proposals and reviews including the analysis of customer’s business and financial status including financial spreadsheet.
- Draft legal documents for standard type of bilateral credit facilities including working capital loan facility, trade finance facility including LC & TR loan, letter of guarantee facilities. Negotiate with and liaise between customer and internal legal counsel regarding legal issues & facility documentation.
- For syndicated transactions, negotiate with and liaise between customer (or facility agent / external legal counselor) and internal legal counsel regarding legal issues & syndicated facility documentation.
- Monitor credit facilities and credit processing system, exposures and revenue per customer all along.
- Identify potential customers and conduct marketing calls to develop new customers for activating corporate banking and trade finance business.
- Maintain good relationship and management of not only new corporate customers but also assigned customers by CIB Head.
- Achieve assigned budget.
- Follow CIB Head’s instructions including, but not limited to;
- Credit review for corporate customers as assigned by CIB Head as an emergency measure;
- Assisting CIB Head to achieve marketing plans by providing input to revenue plans and long term planning on assigned and prospective accounts;
- Drafting and submitting call memo through CRM system;
- Assisting CIB Head in preparing the department’s budget;
- Assisting and cooperating with CIB staff as instructed by CIB Head.
- Recommend necessary actions to safeguard the Bank’s position including performing KYC requirements for each account. This includes all the process from obtaining KYC documents from customer to the submission of KYC documents to Compliance for approval. Prompt feedback against any enquiries from Compliance should be performed to the satisfaction of senior management of the Bank.
- Work with Operations Department to ensure the smooth implementation & utilization of any transactions under credit facilities.
- Promotes inter-department/branch cross-selling of products and networking.
- Ensure to comply with relevant acts, legal agreements and ethical standards.
- Ensure to comply with all internal policies and procedures as well as the relevant laws and regulations.
- Attends business meeting and social functions to maintain close contacts with customers
Requirements :
- Reputable University degree in Finance, Accountancy or Business Administration.
- 10-15 years of relevant working experience in corporate banking
- Deep knowledge & experience in corporate banking & trade finance products, legal documentary structures of such products, UCP600, URDG758
- Credit analysis capability and composition of KYC documents.
- Good marketing capabilities and innovative & open minded mindset to be able to provide customer with custom-tailored or hybrid banking products to the satisfaction of customers
- Strong interpersonal & communication skills.
- Honest team player, Enthusiastic, positive and self-motivated personality.
Interested applicants are invited to write in with full resume to [email protected].
EA License No. 16S8296 • EA Personnel Registration No. R21102756
