6 months temp Origination Client Coverage
渣打银行（中国）有限公司
- 公司规模：1000-5000人
- 公司性质：外资(欧美)
- 公司行业：银行
职位信息
- 发布日期：2014-03-04
- 工作地点：天津
- 招聘人数：若干
- 工作经验：二年以上
- 学历要求：本科
- 语言要求：英语精通
- 职位月薪：面议
- 职位类别：综合业务专员
职位描述
Department: Origination Client Coverage(6 months Temp)
Location: Beijing, Shanghai, Suzou,Tianjin, Chengdou
JOB PURPOSE
- Client Coverage Manager - Generalist [CCM(G)] would be primarily responsible for client coverage and work closely as a team with the Relationship Manager (RM) and Credit Analyst (CA) in providing direct sales support on post origination activities like documentation, reporting, etc by engaging with client, CRC, CDU, legal, compliance, etc.
- Active engagement with client and also with the product partners to ensure high level of utilization of regular limits.
- Work with the RM on a specified portfolio and jointly responsible for the revenue growth.
KEY RESPONSIBILITIES
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 & 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.
Please send your resume to:wbta.hrchina@sc.com, with the position and location in subject.
To apply, visit www.standardchartered.com/careers
Location: Beijing, Shanghai, Suzou,Tianjin, Chengdou
JOB PURPOSE
- Client Coverage Manager - Generalist [CCM(G)] would be primarily responsible for client coverage and work closely as a team with the Relationship Manager (RM) and Credit Analyst (CA) in providing direct sales support on post origination activities like documentation, reporting, etc by engaging with client, CRC, CDU, legal, compliance, etc.
- Active engagement with client and also with the product partners to ensure high level of utilization of regular limits.
- Work with the RM on a specified portfolio and jointly responsible for the revenue growth.
KEY RESPONSIBILITIES
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 & 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.
Please send your resume to:wbta.hrchina@sc.com, with the position and location in subject.
To apply, visit www.standardchartered.com/careers
公司介绍
渣打是一家领先的国际银行集团，业务网络遍及全球59个最有活力的市场，为来自142个市场的客户提供服务。渣打网络与“一带一路”沿线市场的重合度超过75%。渣打的使命是利用独特的多样性促进商业繁荣和增进人类福祉。渣打的文化传承和企业价值都在品牌承诺-- “一心做好，始终如一（here for good）”中得到充分体现。
渣打集团有限公司在伦敦及香港的交易所上市。
作为扎根中国历史最悠久的国际性银行之一，渣打从1858年在上海设立***分行开始，在华业务从未间断。2007年4月，渣打银行（中国）有限公司成为第一批本地法人化的国际银行。目前，渣打中国的营业网点已覆盖近30个沿海和内陆城市，充分显示了渣打对中国市场的长远承诺。
2021年，渣打银行赢得来自政府、行业机构和媒体颁发的诸多奖项和荣誉，包括： “一带一路”绿色投资原则能力建设领袖奖、广东省金融创新奖三等奖、债券通优秀做市商、CIPS跨境支付结算卓越参与者、《澎湃》年度外资银行、《华尔街见闻》年度卓越外资银行、《彭博商业周刊》年度银行卓越大奖、《21世纪经济报道》卓越大湾区银行、《金融界》杰出风险控制管理奖、《经济观察报》年度卓越零售银行、《界面》年度臻善企业、财富管理获《证券时报》ESG实践天玑奖、《贸易金融》***供应链金融银行、《亚洲银行家》中国***顾客忠诚度项目/应用奖、The Assets***交易银行、***流动资金管理银行、“国际金融论坛”全球绿色金融创新奖、“中国企业社会责任国际论坛”金蜜蜂企业、智联招聘中国年度优选雇主等。
联系方式
- Email：tasfgto.chinahr@sc.com
- 公司地址：上海市浦东新区世纪大道201号渣打银行大厦18楼 (邮编：200120)