Assistant Relationship Manager
Job Summary
The Assistant Relationship Manager supports Relationship Managers in managing corporate client portfolios, including account maintenance and KYC documentation. The role involves coordinating credit applications, internal approvals, and transaction execution across various departments. Additionally, the incumbent assists with client onboarding, digital channel support, and post-lending administrative tasks.
Responsibilities
- Support RM in corporate client management
- Prepare credit applications and reviews
- Coordinate with internal departments
- Assist with client onboarding and digital services
- Handle post-lending administration and reports
Required Skills
- Bachelor’s degree in Finance/Business
- 2+ years in corporate banking
- Knowledge of credit processes
- Proficiency in MS Office
- English and Mandarin fluency
Job Details
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.