Relationship Manager (Cash Management), SME Banking

Job Title: Relationship Manager (Cash Management), SME Banking
Contract Type: Permanent
Location: Hong Kong
Salary: Negotiable
Reference: BBBH11558_1583379392
Contact Name: Melanie Leung
Contact Email:
Job Published: March 05, 2020 11:36

Job Description

Job Purpose:
To accelerate the acquisition of new non-borrowing SME accounts to drive CASA, FX, operating flow, insurance and investment in order to align with the SME Account Acquisition Strategy of the Bank.

Main Responsibilities:

  • Conduct the careful selection of trustworthy referral sources in order to tap the referrals from those selective referral firms on a timely and satisfactory manner with provision of high quality services under the robust new customer screening and acceptance process.

  • Explore the business opportunities from the existing non-borrowing account in SME and deepen the relationship.

  • Enforce the stringent KYC process with detailed and careful completion of the CDD/EDD to facilitate the new account opening processes to minimize any compliance issues

  • Capture the opportunity of deposit, FX, cash management, insurance and investment from the those non-borrowing relationships

  • Work closely and solicit support from all other units of the bank to ensure the best possible cash product offering and delivery which are complying with regulatory requirements.

  • Participate in various marketing and sales campaigns to optimize customers' usage of Transaction Banking services.

  • Able to identify business opportunities and assess customers' needs through product innovation or product enhancement.

  • Assist in customer account opening and related maintenance work.

Incumbent Requirements:

  • Degree in Business Administration, Marketing, e-Commerce or related disciplines.

  • At least 5 years relevant experience in banking industry with proven track records in cash management/ Transaction Banking development.

  • Proficiency of Mandarin to communicate with PRC clients

  • Strong business acumen and good knowledge in channel, cash management and branch services.

  • General understanding of banking operations and bills services.

  • Self-motivated with good analytical skills.

  • Excellent interpersonal, influencing and negotiation skills.

  • Detail-oriented and able to work under pressure to meet tight schedule.

  • Experience to deal with the referral sources of Accountancy or Solicit Firm and Knowledge in customer account opening will be a definite advantage.

  • Candidate with less experience will be considered as Assistant Manager.

Click "Apply Now" to apply for this position or call Melanie Leung at +852 3180 4953 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.