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RM Assistant/ Specialist

2022-10-05 11:43IP Location 菲律宾840
Area:Metro Manila (NCR) Taguig
Industry Category:Accounting / Finance
Position:Banking / Finance
Department:
Number Of Recruits:several
Nature Of Work:Full Time
Gender Requirements:Male
Marriage Requirement:No marital status restrictions
Education Level: College Diploma
Work Experience:No work experience restrictions
Age:Above 18 years old
Salary Package:Negotiable

Key Responsibilities:

To assist and work with Relationship Managers with the following responsibilities:

To market and maintain a good relationship with corporate clients;To introduce and promote appropriate financial products or services to corporate clients;To process KYC and Due DiligenceTo check on the customers and manage AML risk on both account and transnational basis.To design financial service programs for customers and coordinate other departments to ensure good service;To understand the client’s business/ industry, its evolution and challenges by conducting investigations and data collection of clients;To prepare the client’s due diligence report, analyse and make judgments based on the data;To conduct financial analysis, credit assessment on target customers, compose investigation and draft assessment reports;Responsible for post-loan management periodically with inspection of client's business operations and cash flows.  To accomplish own performance target in Loans, Deposits, New Account Opening, Net Interest Income, Fees and Commissions, and others.To accomplish other assignments from the Head of the Department

In the case that the candidate has Chinese lingual background, additional responsibilities are required:

To introduce and promote specific banking products or services to Chinese customers;To be responsible for providing daily service and contact with target Chinese customers;  To design financial service programs for companies and coordinate other departments to ensure good service;Note: Chinese companies represent Filipino companies and projects that are funded/managed by Chinese investors or have a substantial business connection with Chinese companies and their managers or decision-makers.

Qualifications and Skills:

Bachelor's (or above) degree in Accounting, Economics, Finance or other relevant degrees;At least 3 years of working experience relevant to corporate banking, treasury, and project finance;Familiar with local banking regulations and policies;Familiar with credit products;Must have good English communication skills.

Preferred Qualifications:

A fresh graduate is acceptable provided that she/ he can speak Mandarin, has accomplished professional degree/ courses and has exceptional and excellent presentation and communication skills.
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