Relationship Manager, Corporate Cash Management

Description:

Reporting to the Team Head, you will be responsible for accelerating the acquisition of new non-borrowing corporate / SME accounts to drive CASA, FX, operating flow, insurance and investment in order to align with the commercial Account Acquisition Strategy of the Bank.

Responsibilities:

• Conduct the careful selection of trustworthy referral sources in order to tap the referrals from those selective referral firms on a timely and satisfactory manner with provision of high quality services under the robust new customer screening and acceptance process
• Explore the business opportunities from the existing non-borrowing account in SME and deepen the relationship
• Enforce the stringent KYC process with detailed and careful completion of the CDD/EDD to facilitate the new account opening processes to minimize any compliance issues
• Capture the opportunity of deposit, FX, cash management, insurance and investment from the those non-borrowing relationships
• Work closely and solicit support from all other units of the bank to ensure the best possible cash product offering and delivery which are complying with regulatory requirements
• Participate in various marketing and sales campaigns to optimize customers’ usage of Transaction Banking services
• Able to identify business opportunities and assess customers' needs through product innovation or product enhancement
• Assist in customer account opening and related maintenance work

Requirements:

• Degree in Business Administration, Marketing, e-Commerce or related disciplines
• HKIB Certified Banker would be an advantage
• At least 5 years relevant experience in banking industry with proven track records in cash management/ Transaction Banking development
• Candidate with less experience will be considered as Assistant Manager
• Customer source in the segments of New Economy / Fund & Asset Management / GBA / Public Enterprises are preferable
• Proficiency of Mandarin to communicate with PRC clients
• Strong business acumen and good knowledge in channel, cash management and branch services
• General understanding of banking operations and bills services
• Self-motivated with good analytical skills
• Excellent interpersonal, influencing and negotiation skills
• Detail-oriented and able to work under pressure to meet tight schedule
• Experience to deal with the referral sources of Accountancy or Solicit Firm and Knowledge in customer account opening will be a definite advantage