Relationship Manager, Corporate Cash Management

Relationship Manager, Corporate Cash Management Post Date 04/12/2024 Division Corporate Banking Department/Branch Commercial Banking Reporting to the Team Head, you will be responsible for accelerating the acquisition of new non-borrowing corporate / SME accounts to drive CASA, FX, operating flow, insurance, and investment in order to align with the commercial Account Acquisition Strategy of the Bank. Responsibilities:

1. Conduct the careful selection of trustworthy referral sources in order to tap the referrals from those selective referral firms in a timely and satisfactory manner with the provision of high-quality services under the robust new customer screening and acceptance process.
2. Explore the business opportunities from the existing non-borrowing accounts in SME and deepen the relationship.
3. 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.
4. Capture the opportunity of deposit, FX, cash management, insurance, and investment from those non-borrowing relationships.
5. Work closely and solicit support from all other units of the bank to ensure the best possible cash product offering and delivery which comply with regulatory requirements.
6. Participate in various marketing and sales campaigns to optimize customers’ usage of Transaction Banking services.
7. Able to identify business opportunities and assess customers' needs through product innovation or product enhancement.
8. Assist in customer account opening and related maintenance work.

1. Degree in Business Administration, Marketing, e-Commerce, or related disciplines.
2. HKIB Certified Banker would be an advantage.
3. At least 5 years relevant experience in the banking industry with proven track records in cash management/Transaction Banking development.
4. Candidate with less experience will be considered as Assistant Manager.
5. Customer source in the segments of New Economy / Fund & Asset Management / GBA / Public Enterprises are preferable.
6. Proficiency in Mandarin to communicate with PRC clients.
7. Strong business acumen and good knowledge of channel, cash management, and branch services.
8. General understanding of banking operations and bills services.
9. Self-motivated with good analytical skills.
10. Excellent interpersonal, influencing, and negotiation skills.
11. Detail-oriented and able to work under pressure to meet tight schedules.
12. Experience dealing with the referral sources of Accountancy or Solicit Firm and knowledge in customer account opening will be a definite advantage.