Job Description - Relationship Manager, Liabilities, SME Banking
Relationship Manager, Liabilities, SME Banking
客户经理,资金管理岗,中小企业部
Business Function 工作部门
Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.
To follow the bank strategy and the business plans to solicit a substantial deposit portfolio
遵循银行策略和业务计划,开发新的企业客户群体
To identify our customer needs with sound product / industry 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 to meet their various banking needs
为目标公司量身定制一站式企业银行服务和解决方案,以满足其各种银行业务需求
To collaborate with business partners, particularly GTS (Cash & Trade Services), T&M (including FX and CWM), 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
与集团内各部门密切合作,抓住与高净值企业和机构建立关系的最大机会
To take ownership for account compliance and KYC, good knowledge of CDD and coordinate with internal parties for account conduct monitoring
负责账户开户的合规管理,充分了解客户,按时完成账户年检 并与内部各方协调账户行为监控
To assist the Team Head in driving the team to work towards a common goal
协助团队负责人推动团队朝着共同目标努力
To comply with the registered capacity as well as any conditions imposed by the HKMA and other regulator bodies. This includes compliance with the applicable requirements of the Code of conduct for Persons Licensed by or Registered with the SFC & Insurance Authority
遵守金管局和其他监管机构的规定, 包括遵守证监会及保险业监管局持牌人或注册人行为守则的适用要求
Requirements
要求:
Degree holder with major in Finance / Business
大学本科金融/商科相关专业学位
With minimum 5 years' relevant experience in soliciting non-borrowing high net worth Corporate & Institutional Clients
拥有至少五年服务企业和机构客户的相关经验
Solid experience in building deposit portfolio, strong cross selling capacity, extensive network of referral parties and strong engagement capability with both internal and external
丰富的现金管理产品知识,交叉销售的能力,广泛的客户资源网络以及融入内外部协同合作的能力
Registered RI (Regulated Activities Type 1& 4) with passes in the HKSI Licensing Examination Papers 1, 7, 8 & 11 or equivalent
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