Assistant Relationship Manager Banking
Job Summary
An experienced Assistant Relationship Manager is required for a leading Chinese bank to support corporate client portfolios. The role involves assisting with credit applications, KYC documentation, and coordination between internal departments. The ideal candidate will support client onboarding and transaction processing while ensuring regulatory compliance.
Responsibilities
- Manage corporate client portfolios and KYC documentation
- Prepare credit applications and internal approval processes
- Coordinate with internal risk and compliance departments
- Support client onboarding and digital banking usage
- Handle transaction processing and post-lending administration
Required Skills
- Bachelor’s degree in Finance or related field
- 2+ years of corporate banking experience
- Strong organizational and multitasking skills
- Proficiency in Microsoft Office suite
- English and Mandarin fluency
Job Details
Key Responsibilities:
- 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.
Requirements:
- 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.