Relationship Manager, Financial Institutions Group

CIMB BANK BERHAD; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

CIMB Bank Berhad in Hong Kong seeks a seasoned Relationship Manager for the Financial Institutions Department. You will manage and grow a portfolio of insurance, asset management and fund manager clients, lead cross-selling, and ensure compliance with KYC/AML and credit risk standards.

The role requires a track record in client origination, strong English and Chinese communication skills, and the ability to work with regional treasury centers. SFC license is preferable.

Qualifications

• Degree in Finance or related discipline.
• Minimum 10 years of experience in Non-Bank Financial Institutions.
• Fluent in English and Chinese (Cantonese and Mandarin) with strong presentation skills.
• Exposure to Insurance, Funds, Asset Management.
• Proven track record in client origination, relationship building and cross-selling.
• Solid credit analysis and risk management skills.
• SFC license preferable.

Responsibilities

• Maximize revenue by growing assigned client portfolio/segments (insurance and asset management).
• Develop trusted advisor status with key client decision makers to grow long-term relationships.
• Support regional treasury centers in Hong Kong as senior coverage for clients hubbed there.
• Ensure compliance with KYC, AML and credit risk management, including monitoring credit limits.
• Lead end-to-end client onboarding: sales pitches, onboarding process, post-sales services.
• Prepare, review and facilitate approvals, credit documentation, and stakeholder liaison.
• Lead Know Your Customer and Customer Due Diligence processes.
• Collaborate with partners to deliver comprehensive solutions and cross-sell products/services.

Skills

Relationship management

Client origination

Cross-selling

Communication skills

Presentation skills

Analytical skills

KYC/AML knowledge

Education

Degree in Finance or related discipline

Job description

Established in 1991, our Hong Kong office is the first extension of our presence in Greater China and North Asia. The branch is best positioned to facilitate cross-border transactions for our Southeast Asian corporate and institutional clients to venture into Greater China and North Asia markets. With a comprehensive product suite from financing, deposits, and treasury products, we strive to provide the best service to our corporate and institutional clients in the region. We also provide a wide range of foreign currency banknote services through our Wholesale Banknotes Department.

To cope with our business growth, we are currently seeking a high calibre professional to join us as Relationship Manager in Financial Institutions Department.

Job Responsibilities

• Maximize revenue by being accountable for proactively growing assigned client portfolio/segments (insurance and asset management, etc.) through new-to-bank acquisition, deepening product penetration for existing customers and driving balance sheet growth across assets and liabilities aligned to the Group’s strategy of growing revenues and portfolio Return on Equity
• Ability to introduce new opportunities and develop a trusted advisor status with key client decision makers in order to grow long-term relationships
• To perform the role as senior coverage for clients hubbed out of Hong Kong as regional treasury centers
• To act as first line of defence to ensure compliance with all relevant internal and external standards that apply to the conduct of the business, including but not limited to KYC, AML regulations and credit limit management, monitoring of credit risks, including taking timely actions to assess the credit risk and qualified credit limit
• Participating in client onboarding end-to-end implementation including but not limited to sales pitching, onboarding process, post-sales services ,etc.
• To prepare, review, oversee and facilities approvals, credit documentation and stakeholders liaison internally and externally
• To lead and manage Know Your Customer and respective Customer Due Diligence
• Collaborate with business partners and stakeholders to deliver comprehensive solutions to clients and cross-selling products/services

Job Requirements

• Degree holder in Finance or related disciplines
• Minimum 10 years of experience in Non-Bank Financial Institutions and particularly track record dealing with Insurance, Asset Management, Fund Managers, etc.
• Good command of spoken and written English and Chinese (Cantonese and Mandarin) with strong presentation skills
• Strong exposure and connection to Insurance, Funds, Asset Management, etc.
• A proven track record in client origination, relationship building and cross-selling marketing with the respective Non-Bank Financial Institutions clients
• Good understanding of the respective client segments with a demonstratable track record in maximizing revenue growth
• Strong banking product knowledge including deposit, treasury, capital markets and Non-Bank Financial Institutions lending products
• Solid credit analytical analysis and risk management skills
• Strong communication and analytical skill
• A self-starter, team player, multi-tasking and is passionate about the start-up business
• SFC license preferrable