Junior - Senior Relationship Manager, NBFI & Public Sector

Shanghai Pudong Development Bank Co., Ltd., Hong Kong Branch; Hong Kong; On-site; HKD 480,000 - 750,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Job summary

Shanghai Pudong Development Bank Co., Ltd., Hong Kong Branch is seeking a capable Junior/Senior Relationship Manager for NBFI & Public Sector to develop and maintain strong institutional client relationships in a full-time role. You will work on cross-border opportunities and deliver tailored banking solutions to a diverse client base.

You will explore business opportunities, promote products, monitor portfolios, perform credit risk analyses, oversee account openings with KYC, and contribute to

Qualifications

• University graduated with at least 2-3 years or above relevant experiences.
• Qualification of SFC license 1 and 4 will be preferred
• Qualification of CFA or FRM will be preferred
• Proven ability to deliver KYC for high profile client on-boarding and renewals
• Solid knowledge and verification methods of Customer Due Diligence, Anti-Money Laundering Sanctions screening, and beneficial ownership identification and verification
• Strong marketing and financial analysis skills
• Good command of written and spoken English and Chinese, including fluent Putonghua
• Promising candidates with more solid experience will be considered as Sr/Relationship Manager

Responsibilities

• Explore business opportunities and promote banking products to achieve business targets
• Establish and maintain solid business relationship with our Bank and Non-bank FI customers (i.e. securities, public sectors, financial leasing, financial holdings, trust, insurance, funds, assessment management)
• Provide quality service and tailor-made solutions to our customers
• Liaise with our branches of the Mainland China for cross border business
• Monitor customer portfolio, conduct credit risk analysis and annual review
• Supervise the operations of account opening including KYC
• Ensure and monitor post-lending in compliance with bank policy and related guidelines;
• Assist in product development and enhancement

Skills

KYC

CDD

AML screening

Credit risk

Relationship mgmt

Financial analysis

Cross-border

English/Putonghua

Education

Bachelor's degree

Job description

Junior - Senior Relationship Manager, NBFI & Public Sector

About the role
We are seeking a talented and driven Junior/Relationship Manager to join our Financial Institutions Department at Shanghai Pudong Development Bank Co., Ltd., Hong Kong Branch. In this full-time position, you will play a crucial role in developing and maintaining strong relationships with our institutional clients, ensuring they receive exceptional service and support.

What you'll be doing

Explore business opportunities and promote banking products to achieve business targets

Establish and maintain solid business relationship with our Bank and Non-bank FI customers (i.e. securities, public sectors, financial leasing, financial holdings, trust, insurance, funds, assessment management)

Provide quality service and tailor-made solutions to our customers

Liaise with our branches of the Mainland China for cross border business

Monitor customer portfolio, conduct credit risk analysis and annual review

Supervise the operations of account opening including KYC

Ensure and monitor post-lending in compliance with bank policy and related guidelines;

Assist in product development and enhancement

What we're looking for

University graduated with at least 2-3 years or above relevant experiences

Qualification of SFC license 1 and 4 will be preferred

Qualification of CFA or FRM will be preferred

Proven ability to deliver KYC for high profile client on-boarding and renewals

Solid knowledge and verification methods of Customer Due Diligence, Anti-Money Laundering Sanctions screening, and beneficial ownership identification and verification

Strong marketing and financial analysis skills

Good command of written and spoken English and Chinese, including fluent Putonghua

Promising candidates with more solid experience will be considered as Sr/Relationship Manager

What we offer
At Shanghai Pudong Development Bank Co., Ltd., Hong Kong Branch, we are committed to providing our employees with a rewarding and fulfilling work experience. Our comprehensive benefits package includes a competitive salary, performance-based bonuses, and opportunities for professional development and career advancement.