Relationship Manager (Open to Interns / Fresh Graduates)

Exio; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Exio in Hong Kong is seeking a seasoned corporate banking professional to manage large corporate client portfolios and provide credit analysis and proposals. The role emphasizes building strong client relationships, cross-selling personal banking products, and collaboration with external partners including real estate agents.

Applicants with HKSI/SFC licenses, accounting/finance education, and 2+ years in corporate banking are preferred. Fresh graduates may be considered for junior levels.

Qualifications

• Fresh graduates in Accounting/Finance will be considered.
• Higher Diploma holders or above are welcomed.
• Minimum of 1 year Personal Banking experience.
• At least 2 years of Corporate Banking experience.

Responsibilities

• Handle additional projects as assigned by the team.
• Manage a portfolio of Chinese-based large corporate accounts.
• Prepare credit analysis and proposals in full.
• Solicit new prospective corporate customers.
• Promote a wide range of personal banking products.
• Maintain effective relationships with clients offering expert advice.
• Collaborate with external partners, including real estate agencies.
• Serve as a mentor to junior mortgage specialists.

Skills

Microsoft Office

Credit analysis

Client relationship

Financial analysis

Credit assessment

Education

Higher Diploma or above

Accounting/Finance degree

Job description

• Handle additional projects as assigned by the team
• HKSI Paper 1, 7, 8 or SFC Type 1 license preferred
• Proficient basic computer skills, Microsoft Office
• Manage a portfolio of Chinese based large corporate accounts
• Prepare credit analysis and proposals in full
• Solicit new prospective corporate customers
• Fresh graduate of Accounting/ Finance major will be considered
• Promote wide range of personal banking products
• Higher Diploma holder or above
• Minimum of 1 year of Personal Banking experience
• At least 3 years’ relevant working experience in Corporate Banking
• Familiar with financial analysis and credit assessment
• At least 2 years of Corporate Banking experience
• Holder of HKSFC Type 1 license would be an advantage
• Accelerated & Flexible Career Path
• Pension, Employee Benefits & Research Exposure
• Maintain effective relationships with clients offering expert advice
• Collaborate with external partners, including real estate agencies
• Serve as a mentor to junior mortgage specialists