assistant relationship manager

Overview

Who you'll be working for

What requirements you'll need to be eligible

5 yrs Assistant RM exp, in Foreign  Bank

Bachelor degree or above

Workable oral and written English

What you'll be doing on the job

1. Assist RMs to maintain corporate portfolio and build up new corporate relations for CIB China.
   
   
2. Prepare financial spreading of existing and prospective clients.

3. Evaluate and prepare new credit proposals and reviews including analysis of client's business and financial status.

4. Liaise with Operations Department on loan servicing and implementation and follow up on customers' needs and compliances under existing facilities.

5. Daily phone calls to corporate clients for detailed business at transactional level.

6. Maintain and filing updated credit files, industry study, KYC update, handling account opening and others.

7. Gather and maintain up-to-date relevant financials and non-financial information relating to all existing customers and prospects.

8. Prepare and submit timely credit proposal for approval on new business, annual review, amendment or increase of existing business.

9. Be familiar with the all the systems including but not limited to KYC, MRA, CIS,CRS, ensuring all the customers’ information are well loaded.

10. Comply with all internal policies and procedures as well as external relevant laws and regulations by China regulator.

11. Any other duties assigned by CIB head.

Consultant Contact