Job Summary:

• Coordinate with the Relationship Manager to visit customers and fully understand the requirements from customers, 
• Ensure the best and most comprehensive service provision to meet customer needs.
• Coordinate Relationship Manager to serve the existing account to maintain the relationship.
• Inspect and manage customers after lending, in order to identify customers' production and business situation.
• Collect and check customer-relevant information to conduct lending business.
• Preparing credit proposal, credit report, and other reports that will be submitted to the appropriate credit authority for approval.
• Regular contact with the clients for being well-informed on the client's business.
• Making credit reviews to update the borrower's business and financial status
• Corporate finance analysis and evaluation.
• Build and grow cross-border and offshore Chinese customer base
• Strengthen relationships with mainland branches/group subsidiaries to develop collaboration business opportunities
• Explore and develop long-term banking relationships with customers

Skills on Resume: 

• Communication and Interpersonal Skills (Soft Skills)
• Customer Relationship Management (Hard Skills)
• Analytical Skills (Hard Skills)
• Credit Analysis and Reporting (Hard Skills)
• Financial Analysis (Hard Skills)
• Cross-border Relationship Building (Soft Skills)
• Collaboration and Networking (Soft Skills)
• Business Development (Soft Skills)

Job Summary:

• Manage day-to-day relationships with clients under the Relationship Manager's guidance
• Ensuring prompt and accurate answers to client's inquiries and requests
• Prepare credit reports mainly finalized to internal credit approval requests
• Knowledge of the fundamentals of financial statement analysis
• Administrative management of clients in the portfolio
• Particular regard to KYC, CDD, Gianos and customer documentation, in compliance with internal policies and procedures
• Prepare pitches and marketing coverage presentations under the supervision of the RM
• Coordination with product teams on a proactive basis by taking into account the client profile and its financial needs
• Ensure the appropriate registration of clients' information in the Bank system
• Correct booking of credit transactions, and monitor the relevant profitability for the achievement of the economic targets.
• Participate in client meetings with the RM and prepare call reports for existing and prospective clients
• Regular reviewing of client portfolio for necessary updates
• Ensuring that are fully aware and updated on Private Banking compliance and regulations

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Financial Analysis (Hard Skills)
• Administrative Skills (Hard Skills)
• Presentation Skills (Soft Skills)
• Coordination and Collaboration (Soft Skills)
• Data Management (Hard Skills)
• Communication Skills (Soft Skills)
• Regulatory Compliance Knowledge (Hard Skills)

Job Summary:

• Receive orders/instructions and place trades from Portfolio Managers and Relationship Managers
• Ensure pre-trade due diligence check
• Ensure trade orders are properly executed and proceeded 
• Proper suitability and credit limit check
• Ensure accuracy of capture to avoid incidents and dealing errors.
• Professionally handle queries from internal and external parties
• Keep abreast with and develop a deep understanding of RFO’s service offerings 
• Communicate proficiently with clients on these matters 
• Influence and facilitate working partners to refer and cross-offer potential business opportunities for sustainable business growth
• Provide different services to cross-border and mass customers
• Assist Manager in planning, organize and implementing branch promotion campaign to achieve the branch business goals
• Ensure the selling processes are in compliance with the Banks policies, procedures, and regulatory guidelines

Skills on Resume: 

• Attention to Detail (Hard Skills)
• Communication Skills (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Financial Acumen (Hard Skills)
• Client Relationship Management (Soft Skills)
• Cross-border Services (Hard Skills)
• Promotion Campaign Management (Soft Skills)
• Continuous Learning and Adaptability (Soft Skills)

Job Summary:

• Act as a key point of contact for clients to support service and risk management activities.
• Perform daily system/database updates, producing monthly reports by deadlines given.
• Track and chase financial and other information/reports required from clients.
• Analyse, statutory accounts, management accounts, cashflows, budgets and forecasts. 
• Presenting insight to client managers.
• Apply internal and client data to maintain monitoring records for financial and operational covenants.
• Input information to the business’ operating platform
• Support the maintenance of client facilities.
• Approve client notification schedules and payment requests in line with delegated authority
• Dealing with queries arising and liaising with client managers as appropriate.
• Liaise with lawyers with regard to deal documentation
• Ensuring documentation reflects the specifics of the deal and that it is signed correctly.
• Support Relationship Managers to ensure a comprehensive and successful client take-on and onboarding process\

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Data Management and Analysis (Hard Skills)
• Time Management and Deadline Adherence (Soft Skills)
• Financial Monitoring and Risk Management (Hard Skills)
• Presentation Skills (Soft Skills)
• Operational Support (Hard Skills)
• Documentation Management (Hard Skills)
• Client Onboarding Assistance (Soft Skills)

Job Summary:

• Cultivates relationships with clients (both managed and advisory) to ensure a high level of client satisfaction
• Responds to clients’/prospects’ needs with the support of the team’s relationship managers or experts
• Helps clients regularise tax situations with the support of the Wealth Planning teams
• Ensures that the contractual documents signed by the clients and the supporting paperwork are up-to-date and comply with the Bank’s internal directives, 
• Taking into account the client’s profile and types of transactions.
• Ensures clients’ transactions/instructions/requests (stock market orders, transfers, tax report requests, product information, etc.) are executed/addressed correctly and swiftly
• Ensures that the necessary checks have been carried out before initiating or authorizing fund outflows (transfers, securities settlements, cash for collection)
• Provides administrative support to the relationship manager(s) with opening and closing accounts, 
• Preparing visits and trips, filing client data and documents, checking that clients investments are consistent with risk profiles
• Records all transactions and client contact in the Bank’s data systems (transaction reports, contact reports, CMS declarations, etc.)
• Carries out first-level checks as per internal directives, where applicable
• Inform line managers or Compliance, where applicable, of transactions or situations putting the Bank at heightened risk.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Communication Skills (Soft Skills)
• Financial Compliance Knowledge (Hard Skills)
• Document Management (Hard Skills)
• Transaction Execution (Hard Skills)
• Risk Management (Hard Skills)
• Administrative Support (Hard Skills)
• Data Management (Hard Skills)