Assistant Relationship Manager (Corporate Banking)

Job Description

• Provide day-to-day support to Relationship Managers in managing corporate client portfolios, including account opening, KYC documentation, periodic reviews, and client information maintenance.
• Assist in the preparation, submission, and follow-up of credit applications, credit reviews, limit setups, and related internal approval processes and service delivery.
• Coordinate with internal departments such as Operations, Risk Management, Compliance, and Finance to ensure smooth execution of client transactions.
• Participate in user acceptance testing (UAT) for internal banking systems and internet banking platforms.
• Support client onboarding and ongoing service by guiding and assisting corporate clients in the use of internet banking and related digital channels.
• Support transaction processing and post-lending administration, including documentation tracking, covenant monitoring, and internal reporting.
• Prepare internal reports, management information, and client materials as required.
• Handle ad-hoc tasks and projects assigned by Relationship Managers or department management.

Requirement

• Bachelor’s degree or above in Finance, Accounting, Economics, Business Administration, or related disciplines.
• Relevant 2 years experience in corporate banking, commercial banking, trade finance, or related financial services roles
• Basic understanding of corporate banking products, credit processes, and regulatory / compliance requirements is an advantage.
• Strong attention to detail, good organizational skills, and the ability to manage multiple tasks under time pressure.
• Good communication and coordination skills, with the ability to work effectively with internal stakeholders.
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint).
• Good command of English; proficiency in Mandarin is preferred to support Chinese-speaking clients.
• A team player with a responsible attitude, strong learning ability, and willingness to grow within the corporate banking function.