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Relationship Manager, Corporate Cash Management

Relationship Manager, Corporate Cash Management

Dah Sing Financial GroupHong Kong
30 天前
职位描述

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
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    Relationship Manager • Hong Kong