RM/Trade Sales/Cash Sales(SH/BJ/HZ/TJ/WH/GZ)
埃思顿(上海)人才服务有限公司
- 公司规模:少于50人
- 公司性质:合资(非欧美)
- 公司行业:专业服务(咨询、人力资源、财会) 金融/投资/证券
职位信息
- 发布日期:2013-05-13
- 工作地点:北京
- 招聘人数:若干
- 工作经验:三年以上
- 学历要求:本科
- 语言要求:英语良好
- 职位类别:公司业务部门经理/主管 公司业务客户经理
职位描述
Overview
One of the largest commercial banking group in Europe. It has more than 80 countries in the world for customers from the traditional commercial banking business to investment banking business, professional financial services.
Relationship Manager
Job function Commercial/Client Relationship Management
Location Shanghai, Beijing, Tianjin, Guangzhou, Hangzhou, Wuhan
Main Responsibilities:
- To deepen the relationship with a portfolio of existing LC/MNC clients with an aim to increasing commercial banking penetration with strong focus on trade finance, cash management products and working capital loans
- Regularly communicate with Global relationship managers to update on local developments/opportunities and keep abreast of any change in global account strategy
- To originate new commercial banking relationships with multinational companies in China with strong focus on COMPANY global clients.
- To guide the CA closely to ensure credit proposals are structured and priced properly to protect the bank’s interest with acceptable return and in line with the global account strategy set out by the Global Relationship Managers
- To work and supervise CAs to complete credit proposals and reviews within reasonable turnaround time. Proper follow up with Risk is also needed in respect of addressing all further enquiries and additional input as needed.
- To plan visits to facility clients at acceptable frequencies to update business development of the clients as required by the management and the Risk as well as to identify and react to early warning signals on deterioration of counterparty risk and operational risks.
- Respond promptly to any enquiries/referral from overseas BHFM or CIB locations on banking service in China.
- To identify cross-selling opportunities on all prospects and existing clients on CIB products and assist the respective CIB product sales to win the mandate from relationship perspective.
- Other ad hoc tasks / relevant responsibilities as assigned by the management
Candidate Profile:
Academic Background
Bachelor degree (finance or business discipline and Master Degree can be a plus)
Working Experience
-At least 5 years of banking experience with no less than 3 years experience as a relationship manager for Multinationals, preferably with a major international bank
-Solid accounting, financial and credit analysis skills
-Sound knowledge on different bank products, particularly commercial banking/transaction banking products
Skills & Competencies
Excellent interpersonal and communication skills with ability to build up rapport quickly with clients
Good presentation and negotiation skills
Team playing
Language Skills
English/Mandarin – Fluent
Computer Skill
Well versed in MS Office applications(Word, Excel, PowerPoint is a must)
Professional Qualification
CFA or ACCA qualification is a plus
Others if any
Frequent business travels are required
Relationship Manager Team Leader
Location Shanghai, Beijing, Tianjin, Guangzhou, Hangzhou, Wuhan
Responsibilities
To deepen the relationship with a portfolio of existing LC clients with an aim to increasing commercial banking penetration with strong focus on trade finance, cash management products and working capital loans
Regularly communicate with Global relationship managers to update on local developments/opportunities and keep abreast of any change in global account strategy
To originate new commercial banking relationships with multinational companies in China with strong focus on COMPANY global clients.
To guide the CA closely to ensure credit proposals are structured and priced properly to protect the bank’s interest with acceptable return and in line with the global account strategy set out by the Global Relationship Managers
To work and supervise CAs to complete credit proposals and reviews within reasonable turnaround time. Proper follow up with Risk is also needed in respect of addressing all further enquiries and additional input as needed.
To plan visits to facility clients at acceptable frequencies to update business development of the clients as required by the management and the Risk as well as to identify and react to early warning signals on deterioration of counterparty risk and operational risks.
Respond promptly to any enquiries/referral from overseas BHFM or CIB locations on banking service in China.
To identify cross-selling opportunities on all prospects and existing clients on CIB products and assist the respective CIB product sales to win the mandate from relationship perspective.
Other ad hoc tasks / relevant responsibilities as assigned by the management
Job Purpose
To grow the commercial banking business by both actively acquiring new multinational relationships and deepening relationship with existing LC clients base. As first point of contact to service the relevant client base, to identify opportunities structure and execute solutions in line with the local business plan and global account strategies.
Requirements
Bachelor degree (finance or business discipline and Master Degree can be a plus)
At least 9 years of banking experience with no less than 5 years experience as a relationship manager for Multinationals, preferably with a major international bank
Solid accounting, financial and credit analysis skills
Sound knowledge on different bank products, particularly commercial banking/transaction banking products
Excellent interpersonal and communication skills with ability to build up rapport quickly with clients
Good presentation and negotiation skills
Team playing
English/Mandarin - Fluent
Well versed in MS Office applications
(Word, Excel, PowerPoint is a must)
CFA or ACCA qualification is a plus
Frequent business travels are required
Trade Sales
Job Title/ Functional Title Assistant Manager /Manager- Trade Finance
Job Location (City Level ) Shanghai, Beijing, Tianjin, Hangzhou, Guangzhou, Wuhan
Job Summary / Job Purpose
To maintain and grow the size and trade business contribution from the assigned trade customer portfolio through (i) the delivery of professional out-bound trade related services; (ii) intensive customer visits/calling activities for trade services/product crossing; and (iii) development of new trade customers by following up on internally generated and/or inbound leads and proactively working with relationship manager of both commercial banking and CIB.
Main Responsibilities
Provision of Services and Developing Trade Business to Customers within Assigned Portfolio
? Visits customers regularly for provision of outbound trade related services including trade account opening, trade documentation advisory services, and etc
? Coordinates Trade Operations regarding trade documentation and related issues to ensure a seamless and professional banking experience for trade customers within the assigned portfolio
? visits customers regularly to lobby for more trade business, supported by concise call reports
? proactively cross-sell trade products and services according to branch product marketing plans and customer needs, supported by concise call reports
New Trade Customer Acquisition
? acquires new trade customers in accordance with pre-determined targets set by management
? follows up assigned inbound trade business referrals from Trade Operations and group offices into real trade business in a timely manner
? follows up assigned potential trade customers leads obtained from customer groups and various marketing activities in a timely manner
? works seamlessly with Corporate Relationship Manager in both commercial banking and CIB to identify and convert non-trade customers into trade customers, including referrals of trade facility requests
? proactively identifies and refers potential non-trade business opportunities to the relevant relationship officers in a timely manner
? compiles call reports and activity management statistics as required by management in a timely manner
Support country wide and in-branch Trade Marketing Activities
? assists in organizing regular customer events/Seminars/Workshops as required
Protect the Bank’s Interest
? follows up on irregular bills and disputes with customers to ensure satisfactory and timely settlement
proactively alert of any negative development in customer businesses to the Bank and the relevant relationship managers
Academic Background, University graduate, preferably with a major in finance / foreign trade
Working Experience, A minimum of 3 years banking experience in the trade finance related area
Knowledge of Trade services operation, trade product and services, basic knowledge in credit and account services
Skills & Competencies - good selling skills
-excellent communication skill and leadership
Cash Sales
Job Location (City Level ) Shanghai, Beijing, Tianjin, Guangzhou, Hangzhou, Wuhan
Department and Business Unit Commercial Banking/BHFM
Reporting Line (s)
(Indicate functional title of the manager. If more than 1 mgr, pls indicate the split of responsibilities, and solid/dotted line) Deputy branch manager
Job Summary / Job Purpose
Provide Commercial Banking China clients with full range of Cash Management proposal (Inward/Outward Remittance Service, Collection Solution, Structured Cash Management, Liquidity Management and Investment Products)
Main Responsibilities /Accountabilities / Tasks
Business
? To achieve the following business targets :
? Meet target of client acquisition as business plan
? Meet personal target of revenue and expense budget against balanced scorecard KPIs
? Regular visits of clients for selling Cash Management solutions/products
? Implement and drive business related marketing campaigns.
Financials
? To achieve business/ revenue targets allocated for Cash Management.
? Protect the business’ bottom line by regularly reviewing business profitability streams to each case.
Process
? Conduct effective consultative selling and service that meet customer needs.
? Meet group standard of service quality
? Prepare and consolidate proposal of full range of Cash Management products with business partners
? Build up/present structured quotation of cash management for customer
Team Work
? Proactively contribute to team performance
? Cooperative and supportive to other team members
Compliance Issues
? Comply with money laundering prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, during on-going business process
Candidate Profile
Academic Background
(degree and major) Bachelor graduate in the discipline of international trade, business administration or economics,
Working Experience /
Technical Skills & Know how -with at least 3 years’ banking experience
-Solid product and sales knowledge with at least 5 years experience in relevant roles.
Skills & Competencies -Strong leadership and project management skills
-Self-starter and good team player
-Strong communication skills and fluent oral and written English
-Strong interpersonal skills
Language Skills Fluency in Mandarin and English(both written and spoken)
Computer Skill Well versed in MS Office applications (Word, Excel, PowerPoint is a must)
Professional Qualification
(if applicable)
Others if any
(require to travel, etc) Yes
Internal & External Business Relationship (if applicable)
? With Head of Commercial Banking China for directions and guidance
? With Head of Cash Product, Commercial Banking China for day-to-day support
? With Sales and Area Manager, Commercial Banking China for product education, feedbacks and penetration
? With Cash Ops for operation support
公司介绍
Angstrom International (Hong Kong) Limited和埃思顿(上海)人才服务有限公司作为一个专业的人力资源服务团队,以完善的服务流程和资深的行业经验,向大中华地区的众多大城市如香港、上海、北京、深圳、广州、杭州、苏州、天津、台湾等地的银行、律师事务所和其他跨国企业成功地推荐了许多职位,并从海外市场如英国、德国、法国、日本、澳大利亚、新加坡、美国等国家招纳了许多优秀的海外华裔人才。
联系方式
- Email:wxj@angstrom-intl.com