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Relationship Manager, Institutional Treasury Management

Job Description - Relationship Manager, Institutional Treasury Management

  • To follow the bank strategy and the business plans so as to solicit a substantial deposit portfolio
  • To identify our customer needs with sound product knowledge, high quality service and full range of corporate banking services & products so as to increase our product penetration and wallet share
  • To tailor make a one-stop corporate banking services & solutions for our target companies so as to meet their various banking needs
  • To collaborate with internal parties, particularly Cash Management, Trade Services, T&M, Insurance Teams, on idea generation, campaign execution and end-to-end performance management
  • To work closely with various inter-group parties to capture the maximum opportunity of building relationship with high net worth corporate and intermediary agents
  • To take ownership for account compliance and KYC, and coordinate with internal parties for account conduct monitoring
  • To assist the Team Head in driving the team to work towards a common goal
  • To comply with the registered capacity as well as any conditions imposed by the HKMA and other regulatory bodies. This includes compliance with the applicable requirements of the Code of conduct for Persons Licensed by or Registered with the SFC & Insurance Authority.
Location:
The Center

Job:
Relationship Management

Schedule:
Regular

Employee Status:
Full time
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