Senior Financial Relationship Specialist
4 days ago
CIMB Bank Berhad is a leading financial institution in the region, and we are currently seeking a highly skilled professional to join our team as a Relationship Manager in the Financial Institutions Department.
Job Responsibilities:
- We are looking for an individual who can develop and maintain strong business relationships with banks and non-bank financial institutions, with the goal of maximizing revenue growth through effective portfolio management.
- The successful candidate will conduct thorough KYC (Know Your Customer) and AML (Anti-Money Laundering) reviews to ensure full compliance with regulatory requirements, ensuring the continuity of business for both new onboarding and periodic review.
- The role involves conducting calls and visits to prospects/clients to market liquidity solutions, such as working capital financing, deposit/CASA, treasury & markets, etc., and cross-selling debt capital market and transaction banking services.
- The candidate will prepare comprehensive financial analysis and credit proposals in accordance with the bank's guidelines.
- Collaboration with business partners, including product sales and internal functional units, will be crucial in delivering comprehensive solutions to clients.
- Assisting the Department Head in daily business acquisition/administration of the department will also be an essential part of the role.
Job Requirements:
- A degree holder in finance or a related discipline is required.
- A minimum of 5 years of credit and marketing experience in the Financial Institutions sector is necessary.
- Excellent command of spoken and written English and Chinese (Cantonese and Mandarin) with strong presentation skills is essential.
- Strong communication and analytical skills are required.
- A proven track record in relationship building and sale marketing process with Financial Institutions/Non-Bank Financial Institutions clients is necessary.
- Strong banking product knowledge, including deposit, treasury, capital markets, and Non-Bank Financial Institutions lending products, is essential.
- Solid credit analytical analysis and risk management skills are required.
- A self-starter, team player, multi-tasker, and passionate individual about the start-up business is ideal.
- HKMA license (Type 1 & 4) holder is preferred.
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