About this role
Job Purpose The incumbent will be responsible to develop new business relationship and strengthen existing client relationship.
Key Accountabilities
• Achieving the goal being set-up including client prospecting, marketing plan, new client acquisition and revenue generating • To monitor and manage new and existing account relationship in order to optimize return • Partner with Global Transaction Services (GTS)and Global Financial Markets (GFM) teams to expand client wallet share across institutional cash, trade, and treasury derivatives. • Deliver quality underwriting recommendations based on sound judgment, and a systematic and consistent approach in line with Bank’s credit policies Job Duties & Responsibilities
• Relationship Cultivation: Build and maintain key client relationships across key Financial Institution clients to originate strategic banking transactions. • Ecosystem Orchestration: Serve as the primary, seamless intermediary between external clients, internal product groups, and backend operational support units. • Credit Analysis: Structure and compile complex credit proposals, write data-driven credit reports, and handle timely annual credit reviews. • Market Origination: Proactively pitch, market, and structure bespoke capital markets, trade finance, and treasury hedging solutions to institutional prospects. • Risk & Compliance Management: Execute robust first-line Customer Due Diligence (CDD), KYC protocols, and transaction monitoring to eliminate financial crime risks. Experience
• Industry Tenure: Minimum of 10 years of progressive institutional relationship banking experience within the Financial Institutions sector. • Sector Expertise: Deep domain knowledge of Banks and Non-Bank Financial Institutions (NBFI), with explicit focus on the securities, asset management, and public/private fund segments. • Product Proficiency: Strong familiarity with FICC (Fixed Income, Currencies, and Commodities), structured derivatives, transaction banking, and master documentation frameworks such as ISDA, GMRA, or GMSLA. • Regulatory Acumen: Up-to-date, fluent understanding of China’s financial market policies, macroeconomic regulations, and compliance standards. • Technical Skills: Elite corporate credit analysis, underwriting capabilities, and structured risk assessment expertise. • Communication Fluency: Exceptional verbal and written English and Mandarin presentation skills tailored for institutional client interactions.
Education / Preferred Qualifications University graduate, major in either Banking, Finance or Accounting is preferred
Core Competencies
• Result-Driven:Unyielding focus on hitting commercial metrics while maintaining quality parameters. • Strategic Problem-Solving:Ability to resolve complex technical hurdles for fast-paced institutional client segments. • Collaboration & Teamwork:Exceptional interpersonal skills designed to interface successfully across global matrixed networks. • Resilience Under Pressure:Proven adaptability in managing tight deadlines within high-stress financial environments. Technical Competencies
• Industry knowledge • Strong credit and risk skills
Location: PRC - Shanghai Job: Relationship Management Schedule: Regular Employee Status: Full time