Relationship Manager

Role Details

Reference Number

CBDI/RM

Job Title

Unit/Department

Location

Job Posted

Job Status

Main Responsibilities

- Manage and grow a portfolio of clients who need financial services and customized products to meet their financial needs and builds solid, profitable relationships with clients, with a focus on deposit acquisition, pricing, and sales development
- Execute strategies to meet individual revenue targets set by the Bank and maximise the Bank� profitability
- Prospect and generate new business by expanding the customer portfolio and enhancing existing relationships through identifying opportunities for cross-selling and up-tiering, Conduct credit analysis and review credit proposals with persuasive and objective arguments
- Follow up with clients to complete loan administration work in the post credit monitoring process
- Perform routine account monitoring and maintain good credit quality
- Conduct regular KYC assessment on a timely basis and to ensure client onboarding activity is complied with the AML policy and procedures
- Maintain regular visit with the clients
- Identify, investigate and report any suspicious activities and transactions to respective units on a timely manner

Requirements

- University degree or equivalent, preferably in Business or Economics
- Minimum 8 years relevant banking experience, with strong knowledge of deposit and cash management products and services, capable of handling deposit and lending portfolio independently
- Strong business development skills and sound knowledge of banking products and services with proven analytical skills and creative problem solving skills
- Proficiency in the financial services/products offered to PRC clients
- Excellent communication and interpersonal skills
- Good business acumen with good knowledge of credit and lending policies and standard
- Good command of both English and Chinese, including Putonghua

To apply, please submit your application along with your resume to "recruithk@asia.ccb.com".

Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank's personal data policies, a copy of which will be provided upon request.

CLOSE