Corporate Cash Management Relationship Specialist

4 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time

Job Summary:

We are seeking a skilled Relationship Manager to join our Corporate Cash Management team at Dah Sing Bank. As a key member of our team, you will be responsible for driving the acquisition of new corporate and SME accounts to grow our CASA, FX, operating flow, insurance, and investment business.

Key Responsibilities:

  • Identify and develop strategic referral sources to tap into referrals from selective referral firms.
  • Explore business opportunities from existing non-borrowing accounts and deepen relationships.
  • Ensure compliance with stringent KYC processes and detailed CDD/EDD completion for new account openings.
  • Capture deposit, FX, cash management, insurance, and investment opportunities from non-borrowing relationships.
  • Collaborate with other bank units to deliver best-in-class cash products and services.
  • Participate in marketing and sales campaigns to optimize customers' usage of Transaction Banking services.
  • Assess customers' needs through product innovation or enhancement.
  • Support customer account opening and maintenance work.

Requirements:

  • Degree in Business Administration, Marketing, e-Commerce, or related disciplines.
  • HKIB Certified Banker is an advantage.
  • At least 5 years of relevant experience in banking, with a proven track record in cash management/Transaction Banking development.
  • Candidates with less experience may be considered for Assistant Manager roles.
  • Proficiency in Mandarin for communication with PRC clients.
  • Strong business acumen and knowledge of channel, cash management, and branch services.
  • General understanding of banking operations and bill services.
  • Self-motivated with good analytical skills.
  • Excellent interpersonal, influencing, and negotiation skills.
  • Detail-oriented and able to work under pressure to meet tight schedules.
  • Experience dealing with referral sources from Accountancy or Solicitor firms and knowledge of customer account opening is an advantage.

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