Assistant Relationship Manager

Roles & Responsibilities

Job description

• Assist RM to prepare credit proposals for clients (ranging from large corporates to mid-size listed entities) inclusive of performing financial spreads, financial analysis and credit risk assessment
• Assist RM in maintaining customer relationships from handling client calls and attending their daily requests such as deposits and FX interest rates quotation, negotiation, and confirmation
• Assist RM in handling all client operational matters by liaising with relevant departments to ensure abiding with internal guidelines and in line with the local financial regulatory authorities rules and regulations
• Assist RM in conducting credit reviews, renewals, KYC reviews, post loan checks, testing of covenants, stress tests, and any other client related matters and ensuring timelines are met without any overdue reporting
• Assist in ensuring onboarding materials are adequately obtained from clients, from Facility Agreements, Board Resolutions, Signature cards, insurance copies, premium payments, legal opinions, Deed of charges, Guarantees and others, to be lodged through Credit Admin into the vault

Requirements

• University Degree with major in finance/banking/accounting related is preferred.
• Knowledge on basic corporate banking products including trade, loans, capital markets and treasury in order to effectively support the business.
• Good communication and organization skills, with the ability to interact with senior stakeholders in Greater China Market.
• Able to communicate in both English and Mandarin with our colleagues in Taiwan Head Office.

Tell employers what skills you have

Negotiation
Wealth Management
Risk Assessment
Stress
Know Your Client - KYC
Loans
Private Banking
Legal Opinions
Deposits
Financial Analysis
Banking
Team Player