【Responsibilities】
• Manage assigned Financial Institution (FI) accounts, covering relationship management, profitability, product promotion, credit assessment, and daily operations.
• Evaluate customer and industry risks, review credit applications, and ensure deal structures, pricing, and product offerings are aligned with business strategy.
• Develop account strategies and FI business initiatives, identify new clients, and drive cross-selling opportunities to achieve departmental goals.
• Drive revenue growth and efficiency improvements through proactive business development and marketing initiatives.
• Deliver tailored financial solutions to clients, enhancing account profitability and meeting revenue targets.
• Build and sustain strong partnerships with internal teams and external stakeholders.
• Collaborate with Compliance and KYC teams to ensure full regulatory and policy adherence.
• Partner with credit analysts to resolve deal-related credit issues and maintain sound risk management.
• Liaise with headquarters and relevant teams to align on client needs and market developments.
• Coordinate with internal departments to ensure smooth operations, timely product delivery, and superior client service.
• Review and secure approvals for new accounts, transactions, and renewals within established timelines.
• Monitor and manage credit risk by analyzing client and industry information, reporting potential concerns promptly.
• Prepare transaction proposals and credit applications that meet strategic, pricing, and client service objectives.
• Negotiate with clients on terms, pricing, and contract details, seeking commercially viable solutions.
• Ensure compliance with all relevant laws, regulations, and internal policies.
• Organize meetings to resolve urgent or ad-hoc client issues.
• Stay updated on industry trends, regulatory changes, and product developments to maintain market expertise.
【Qualifications】
• FI ARM/ Corporate ARM experience and communication skills with the ability to influence others and sell products.
• Have basic product knowledge in Transaction Bank and Global Market business.
• Good stakeholder management skills to collaborate with other departments.
• In-depth knowledge of general banking products and services.
• Proficient in English.
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▲【歡迎寄送履歷至信箱】:
[email protected]
▲【歡迎私訊|Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/