北京招聘

Job Title: Associate, CIC Generalist

Department: Corporate & Institutional Clients

部门：企业及金融机构客户

Location: Chongqing

工作地点：重庆


Origination
？ Strongly assist the RM in origination by building profile with clients, preparing pitch book and industry leads, etc.
？ Assist the RM and CA in preparing briefing notes for senior management visits.
？ CRM profile setup for new client group.
？ Document the client meetings attended by preparing a call report via the CRM system.
？ Follow-up on the invitation list of SCB functions.
Client on-boarding & deal execution ？ Assist the RM in liaising with Legal & Compliance / CDU / CRC / clients to resolve documentation issues like terms & conditions deviations for standard documents.
？ Obtain approval for modification in standard documentation wherever necessary from appropriate authority.
？ Ensure documentation is completed and the limits loaded properly to ensure faster execution of the transaction.
？ Coordinate with ASU to ensure timely completion of account opening formalities of the client including collection of documents, signature verification etc.
？ Work with the CDD team to ensure eCDDs are created and renewed on time.
？ Work in partnership with FM to setup FEDS / MUREX ID and ISDA request.
？ Seek approval from various authorities for release of trade offerings.
？ Follow up with client's outstanding Stamp Duty collection after LPU failed to collect within notice period
Account Management and portfolio quality ？ Actively engage with client and also with the product partners to ensure high level of utilization of regular limits.
？ Work closely with product partners for coordinating client training for non lending products (client training to be conducted by product partners).
？ Work with RM and CA to follow up audit issues.
？ Track past dues and excesses in the portfolio meticulously and ensure they are regularized on time. Any exceptions to be highlighted to CA and RM.
？ Co-ordinate with Ops / GSSC for any rectifying any ops related issues and issue SIFs wherever required within the authority.
？ Ensure document deficiencies are minimal (as reflected by DDR, GDR, etc) and are rectified on time.
？ Seek approvals for & arrange refunds, waivers and break funding cost, wherever applicable.
？ Apply for personal / guarantor's PBOC lending card number. Obtain guarantor’s PBOC lending card number from PBOC.
？ Maintain the Confidentiality Agreement of clients.
？ Liaise with GAM / RAM / FAM for day to day account maintenance and operational issues.
？ Liaising with finance/operations to raise fees/interest reversal journals entries relating to operational errors
？ Arrange for stock inspection / valuation.
？ Ensure data maintenance and correctness in SCI / CRM / CPPR, etc.
？ Track and action on Failed Trade Report.
？ Arranging for change of RM codes on various systems & retagging the accounts transferred to GSAM.
？ Work with RM for Working Capital Loan and Fixed Asset Loan post drawdown monitoring.
KEY RELATIONSHIPS FOR
External:
? Clients
? Legal firms
? Accountants etc

Internal:
? Credit
? RM/CA
? Other stakeholders (FM / TB / CF / Legal / Compliance / CDU / CRC / WBO etc)
Pushing utilisation, regularization of deficiencies, etc
Documentation


Approval, reporting, monitoring
Joint management of the portfolio as a cohesive team
Post approval activities and overall account management
KEY MEASURABLES – To be read with individual Job Objectives
？ High level of utilization of limits
？ Quality of portfolio
？ Overall revenue growth (including RoRWA)
？ Cross sell
？ Nil provisioning
？ Satisfactory internal & external audit/reviews

  
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