Corporate Banking Specialist

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full time

As a key member of our Corporate Banking team, the Relationship Manager, Corporate Cash Management will play a pivotal role in accelerating the acquisition of new non-borrowing corporate/SME accounts. This exciting opportunity is ideal for an experienced professional with a strong understanding of cash management and transaction banking development.

The successful candidate will be responsible for conducting thorough screenings of potential referral sources, exploring business opportunities from existing non-borrowing accounts, and enforcing stringent KYC processes to minimize compliance issues.

To excel in this role, you will need to possess excellent analytical skills, strong business acumen, and good knowledge of channel, cash management, and branch services. Additionally, proficiency in Mandarin is highly desirable to communicate effectively with PRC clients.

Responsibilities:
  • Select trustworthy referral sources to tap referrals in a timely and satisfactory manner.
  • Explore business opportunities from existing non-borrowing accounts.
  • Enforce strict KYC processes to minimize compliance issues.
  • Capture deposit, FX, cash management, insurance, and investment opportunities from non-borrowing relationships.
  • Collaborate with other bank units to ensure optimal cash product offerings and delivery.
  • Participate in marketing and sales campaigns to optimize customer usage of Transaction Banking services.
  • Identify business opportunities and assess customer needs through product innovation or enhancement.
  • Assist in customer account opening and related maintenance work.


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