外资银行Assistant Relationship Manager（北京）
上海中智项目外包咨询服务有限公司
- 公司规模：1000-5000人
- 公司性质：国企
- 公司行业：专业服务(咨询、人力资源、财会)
职位信息
- 发布日期：2020-03-18
- 工作地点：北京-朝阳区
- 招聘人数：若干人
- 工作经验：3-4年经验
- 学历要求：本科
- 职位月薪：1-1.2万/月
- 职位类别：经理助理/秘书 其他
职位描述
职责：
Scope of Role:
Assist a sales team in achieving agreed sales volume and profit objectives by acquiring, growing and retaining profitable Commercial Banking customers within acceptable risk parameters.
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/Challenges:
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.
Set up profile for new client group.
Document the client meetings attended by preparing a call report via the RM Workbench.
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 for any rectifying any ops related issues
Ensure document deficiencies are minimal 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 / RM Workbench / 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.
Comply with AML requirements when performing duties. Job holder must report any suspicious transaction to respectively Unit MLPO via LINE MANAGER (reporting manager) or directly to the Country MLPO b) observant of reputation risk c) strict prohibited from mis-selling activities
Adhoc projects, duties, assignment
From time to time, due to exigencies of service, you may be required to take on additional duties, projects or assignments as determined by your supervisor.
Selection Criteria:
Assist in the achievement of the team’s target growth on deposits, loans volume and revenue
Customer Service Satisfaction
Adaptation and package of financial solutions
Strict adherence to compliance requirement
要求：
1. Bachelor degree
2、 Good English
3、 3 years relation working experience
5、 Good communication
公司介绍
上海中智项目外包咨询服务有限公司是中智上海全资子公司，发展至今，经与几千家各个行业的企业成功合作，服务网络覆盖全国300多个城市。以服务外包的形式为企业提供“优质、高效、便捷”的灵活用工、项目管理、办公室商务服务等，其中全球500强企业占比超过50%，涉及制造、金融、化工、医药、奢侈品与消费品、进出口贸易等行业，并且与服务客户建立了良好的合作伙伴关系。
中智将以不懈追求卓越的精神，坚持传承与创新，积极探索企业发展的新方向、新路径，推动企业实现新发展，继续强化质量意识，加强质量管理，落实质量责任，提高服务质量，进而为将上海建设成“具有国际竞争力的质量高地”作出更大的贡献。
中智将以不懈追求卓越的精神，坚持传承与创新，积极探索企业发展的新方向、新路径，推动企业实现新发展，继续强化质量意识，加强质量管理，落实质量责任，提高服务质量，进而为将上海建设成“具有国际竞争力的质量高地”作出更大的贡献。
联系方式
- Email：jobcc@ciicsh.net
- 公司地址：沪闵路