• Performing Customer Due Diligence including main checks on relevant legal documentation
• Monitoring and analyzing regularly (on a monthly basis) the performance of the customer base, 
• Addressing commercial actions accordingly, credit facilities status/utilization
• Updating commercial and financial information using dedicated databases and tools (e.g.: Bloomberg, Reuters, Informa, etc.)
• Customizing Commercial Presentations for the Client Visits
• Analysis of Competitor's main product/pricing offer/strategies
• Assessing customer's financial needs and potential prospect's banking needs
• Structuring short Management Notes with the analysis and comments on main financial performances of the client's annual reports
• Following together with the RM dedicated Projects (segmentation/repricing/innovation/digitalization)
• Regularly refer to the Italian headquarters and liaise with RMs in Italy and Business Development Structures in order to increase the reach of prospective clients in Poland
• Covering all daily, controlling the risk position and administrative activities
• Monitoring the utilization of credit lines and availability to ensure compliance with credit criteria and prudential risk management

Skills: Customer Due Diligence, Performance Monitoring and Analysis, Commercial Action Addressing, Database and Financial Tool Proficiency, Commercial Presentation Customization, Competitor Analysis, Financial Needs Assessment, Management Note Structuring, Project Collaboration, Liaison and Networking, Daily Operations Management, Credit Line and Risk Monitoring

• Acquire retail loan services in accordance with the established rules and regulations
• Attend customer inquiries/requests
• Deliver qualified customer services to achieve total customer satisfaction
• Promote general banking products (mortgage loan, personal loan, and reverse mortgage programme) to achieve sales targets
• Conduct credit analyses and prepare credit proposals
• Cultivate long-term relationships with customers and explore new business opportunities through marketing and cross-selling bank products and services
• Answer day-to-day clients' requests in close coordination with the SG Paris services
• Assist RM for the preparation of business trips and seminars (fiches SIBOS)
• Maintain the client's contacts database and contribute to the pipeline report regular feeding
• Help the KYC team obtain the requested info from clients
• Coordinate the accounts opening/ closure and the implementation of new services with the clients and SG Head Office departments
• Prepare answers to RFPs, and due diligences and contribute to the preparation of Business Reviews

Skills: Customer Service, Loan Services Management, Banking Product Promotion, Credit Analysis, Relationship Management, Marketing and Cross-Selling, Event and Travel Coordination, Database Maintenance, KYC Compliance, Account Coordination, RFP and Due Diligence Preparation

• Support Relationship Managers (RMs) to provide excellent service to HNW/UHNW clients
• Support delivery of suitable service offerings that fit clients' objectives
• Respond to inquiries in a timely fashion to help support positive client experiences and escalate conflicts
• Collate documents for RMs to present financial solutions to clients
• Communicate with product specialists and other internal stakeholders to support clients' relationships
• Provide assistance in account monitoring and reporting
• Gather and prepare client documents for Customer (KYC) and onboarding procedures
• Demonstrate an understanding of internal and external compliance and regulatory guidelines
• Identify and flag suspicious transactions under account portfolio for further review
• Assist Relationship Managers in attending to the established high net-worth clients with regards to inquiries, accounts, transactions etc
• Assist in KYC write-up and KYC benchmarking
• Assist in account openings during the onboarding process

Skills: Client Service Excellence, Service Delivery Management, Communication and Escalation Handling, Financial Documentation Preparation, Internal and External Stakeholder Liaison, Account Monitoring and Reporting, Compliance and Regulatory Awareness, Suspicious Activity Identification, Client Relationship Support, KYC and Onboarding Assistance, Account Opening Support

• Contact point with custodians on all accounts and transaction queries
• Provide general operational, client service, and administrative support to the Relationship Managers
• Liaise with internal stakeholders and external parties
• Process client payment orders, executing securities, funds, bonds, and FXMM trades
• Liaise closely with the relevant stakeholders to resolve any client inquiries or issues
• Assist in the account opening process and the maintenance of client contact records
• Ensure that all transactions adhere to regulatory requirements and internal policies
• Assisting and eventually managing the loan process from the Application stage to the Settlement
• Preparing Credit submissions including income calculation and servicing
• High attention to detail and understanding/interpreting credit and banking policy.
• Performing all relevant client checks including AML, Equifax reports, Valuations
• Liaising with internal stakeholders as well as clients, accountants, solicitors and relevant 3rd parties

Skills: Client Relationship Management, Operational Support, Stakeholder Liaison, Transaction Processing, Compliance and Regulatory Adherence, Loan Process Management, Credit Analysis, Due Diligence and Risk Assessment

• Join RMs on client appointments, providing support on research and follow-up actions
• Assists with progressing new account inquiries and liaising with the dedicated FI account opening team
• Working with other ARMs to ensure the smooth running of the FI desk on a day-by-day basis, reacting to changing priorities and circumstances to ensure client needs are met
• Works within current standard compliance processes, systems, and procedures, and reports simple non-compliance issues.
• Provides a quality service to customers by processing cases, dealing with complex queries, and/or investigating and 
• Resolving customer problems, and may identify new customer retention or business opportunities.
• Assisting with multiple product distributions including account and credit card opening
• Providing exceptional customer service and monitoring ongoing needs of the existing client base
• Formulate credit proposals, prepare relevant credit reports and applications, and review loan documentation and financial reports 
• Monitor the risk of the portfolio, engage in credit control
• Collaborate with the Relationship Managers to ensure a smooth transaction process
• Maintain and build a portfolio of clients with a balance on risk and business

Skills: Client Appointment Support, Account Enquiry Progression, FI Desk Operations Management, Compliance Process Adherence, Complex Query Resolution, Multi-Product Distribution Assistance, Exceptional Customer Service Provision, Credit Risk Management

• Solicit and market a range of liability products including related cross-selling, under Alternate Channels.
• Achieve stretched individual targets.
• Provide support to Business Deposit Sales Manager in achieving team targets.
• Provide consistent service, and support, and participate in all marketing activities undertaken in the Alternate Channels from time to time.
• Ensure that account opening and other required documentation-related works are in compliance and defect-free.
• Ensure at all times adherence to business operational processes and compliance to regulatory and control requirements.
• Provide administrative support to the PWM Relationship Manager
• Provide comprehensive client support services to RM, handle and execute dealing orders from sales/clients
• Open accounts, prepare to follow up documentation and general instructions
• Handle clients’ inquiries and provide quality service support

Skills: Sales and Marketing, Target Achievement, Team Support, Service Consistency, Compliance and Documentation, Operational Process Adherence, Administrative Support, Client Support and Order Execution

• Providing a high level of service and support to the relationship management team
• Supporting the Commercial Finance Asset Lending client base.
• Support Relationship Managers with onsite client visits and take-ons. 
• Take ownership for any bespoke operations within own portfolio. 
• Provide support to Relationship Managers in respect of client service, client risk and reward.
• Support and work with the Relationship Manager to minimise/avoid bad debts by working in partnership with Risk.
• Deal with client/customer queries.
• Communicate regularly with clients regarding
• Attending board meetings, recording and circulating minutes and action points
• Filing annual returns, maintaining company secretarial records and managing all company secretarial obligations for Irish-domiciled entities
• Liaising with clients and maintaining/growing relationships
• Arranging for the execution of specific transactions
• Ensuring all requirements under the Companies Act 2014 

Skills: Client Service Excellence, Relationship Management Support, Bespoke Operations Management, Risk and Reward Support, Debt Management Collaboration, Client Communication Proficiency, Corporate Secretarial Duties, Transaction Execution Assistance

• Previous experience in customer-facing roles is advantageous but not essential
• Previous experience in banking or financial institutions
• Fluent Languages such as Polish, mother tongue equivalent English (Italian also basic an advantage)
• Strong teamwork and flexibility. Business modelling
• Strong Credit. accounting, communication skills, and organizational skills 
• Good knowledge of Microsoft package and of banking operational systems
• Ability to use internal IT systems
• Ability to understand loan service and fulfillment of regulatory requirements
• Basic knowledge in general banking products and services
• Familiarity of the banking systems to facilitate the processing of banking transactions
• Good communication and interpersonal skills
• Fluency in written and spoken English and Chinese, preferably with proficiency in Putonghua

Qualifications: BS in Psychology with 3 years of Experience

• Ability to work under pressure and maintain set target levels as directed
• Accurate and efficient project management skills
• Self-motivated with the ability to effectively work both autonomously and as part of a team
• Experience related to Microsoft Word, Excel, and Access skills
• Articulate with sound oral and written communication skills
• Ability to quickly grasp and assess concepts, situations, and personalities
• Ability to communicate at all levels and with all types of personalities
• Ability to manage projects including the coordination of client Annual General Meetings (AGM)
• Ability to demonstrate the aptitude to develop (over time) the following technical and professional skills
• Capacity and willingness to quickly gain an understanding – of the securities industry and associated regulatory and legislative environments
• Retail financial services knowledge, with an emphasis on the stock market
• Business awareness of both Link and its clients to meet client needs

Qualifications: BS in Marketing with 2 years of Experience

• Degree holder or above in business, major in finance or business-related
• Experience related to private banking/asset management sales, and distribution sales experience will be an advantage
• Have cross-border business experience, willingness, and compliance awareness
• Experience in possessing good teamwork spirit, interpersonal communication skills and understanding
• Able to be independent and able to complete work under pressure
• Have a comprehensive understanding of various wealth management products (including stocks, public funds, private funds, fixed income products, structured products and insurance)
• Fluent Chinese (Mandarin) English listening, speaking, reading and writing skills
• Proficient in MS Word, Excel and PowerPoint
• Have CFA, CFP, FRM and other professional qualifications
• Experience in understanding of the purpose of the AGM and its protocols and processes
• Cross-selling skills and Professional image

Qualifications: BA in Economics with 4 years of Experience

• Experience in demonstrated leadership
• Able to demonstrate critical thinking skills to acquire a higher level of understanding of roles, processes, and procedures
• Great team player, knows when to lead and when to follow
• Self-starter, confident, and driven with strong organizational skills
• A strong work ethic, a winning attitude, and a sense of humor
• Ability to perform under pressure and meet deadlines while demonstrating enthusiasm towards colleagues and clients.
• Strong data-gathering, storytelling, and analytical skills
• Excellent verbal and written communication skills and ability to build rapport
• Previous internship or job experience 
• Experience with packaged software

Qualifications: BS in Sociology with 1 year of Experience

• Foundation-level banking or accountancy qualification preferred
• Experience in financial services (ABL finance, corporate banking) or similar environments.
• Track record of analyzing data and constructing clear and concise reports.
• Capable of developing and maintaining strong customer-focused relationships with clients at board level and below.
• Good written reports and oral presentation skills, capable of having balanced discussions both internally and externally.
• Ability to deal with high volumes of diverse work without compromising on key details, accuracy or quality to ensure adherence to strict timelines and risk review cycles.
• Good problem-solving and interpersonal skills.
• Understanding of credit risk management principles.
• Ability to learn new skills as the business grows enabling us to meet service standards demanded by internal and external customers.
• Good understanding of credit risk and financial statements analysis of large corporations
• Sound knowledge of the legal and regulatory framework of the corporate banking activity, including ISP Group rules and regulations, with particular regard to KYC and CDD

Qualifications: BS in Management with 3 years of Experience

• Sound product knowledge of commercial banking products associated with SME businesses.
• Excellent understanding of commercial property lending and Credit Risk.
• Experienced in reviewing Commercial Mortgage lending opportunities.
• Ability to analyze and review financial accounts and associated information.
• Knowledge of the Commercial Finance Broker market.
• Evidence of quality relationship management skills and the ability to engage across a wide range of different stakeholders.
• Organizational and time-management skills.
• Strong technical skills, especially in MS Excel, PowerPoint, SharePoint, Outlook, etc.
• Excellent communicator - well-developed numeracy and written skills
• Pragmatic and astute in dealings with others.

Qualifications: BS in Finance with 4 years of Experience

• Be capable of working in a fast-paced environment, managing complex, competing, and alternating priorities with a constant focus on delivery.
• Have resilience and energy for collaborating with others, working flexibly, and driving developments rapidly.
• Have confidence, creditability, and highly developed interpersonal skills with a can-do attitude.
• Be able to bring people together in a constructive and collaborative way by emphasizing a common vision.
• Be a clear and independent thinker, logical, analytical, and structured in approach to all business issues.
• Be prepared to win support for views through reasoned persuasion.
• Deep and pragmatic knowledge of main banking products such as bilateral
• Experience in syndicate loans, bank guarantees, Documentary Credit, Supply Chain Financing, import & export financing, and FX
• Good familiarity with loan agreement main clauses and covenants utilized in international standards, especially in syndicated loans.
• Strong knowledge of Microsoft Office Pack, especially Excel and PowerPoint.

Qualifications: BA in Business Administration with 5 years of Experience