HO - FDI Relationship Manager/Senior Relationship Manager, CMB Division

Mô tả Công việc

o Establish, create, care for, maintain, and manage relationships with FDI clients to achieve individual financial and non-financial targets while contributing towards team’s overall deliverables.

o Effectively generating new business, identify prospects and materialize those opportunities in line with OCB’s appetite; proposing appropriated solutions; becoming a primary consultant, financial arranger and transaction bank for customers and their value chains.

o Set up internal proposal for credit facilities, preparing/reviewing credit applications, ensure good quality of the analysis reports, submit and defend credit proposal with the Credit Division / Credit Committee.

o Strategically formulating account plan, directly market and advise on products and services, identify demands of existing and new customers in order to increase sales and cross-sell products (trade service, cash management, treasury).

o Proactively building trusted client relationships with high level of professionalism in client engagement and internal stakeholder management; maintain an active portfolio of growing customers.

o Regularly feedback to Team Leader/Team head and peers on new and anticipated financial and service needs and recommend appropriate improvements to processes on new products

Teamwork and Processes:

o Collaborate with internal stakeholders, including product teams, risk management, and operations, to deliver integrated financial solutions.

o Coordinate with internal teams to ensure the smooth and timely execution of transactions, customer issues, complaints, and product enquiries

o Conduct market research to identify trends and opportunities in the FDI sector.

o Analyze competitor activities and develop strategies to maintain a competitive edge.

o Provide regular reports and updates on the FDI market and client portfolio performance.

o Mentor and guide junior relationship managers and support staff.

o Participate in training and development programs to enhance professional knowledge and skills

Yêu Cầu Công Việc

o Bachelor’s degree in Finance, Business Administration, Economics, or a related field. An advanced degree or professional certification (e.g., CFA, MBA) is a plus.

o At least 3 years of experience in relationship management, corporate banking, or financial services,.

o Excellent financial analysis skills and ability to assess client creditworthiness and key risk considerations / mitigations

o In-depth knowledge of financial products and services, credit risk assessment, and the FDI landscape.

o Sound product knowledge on trade, cash, lending and FX and strong understanding of local industries, supply/value chains and market environment

o Knowledge of operational procedures, documentation requirements, banking practices and regulations.

o Excellent interpersonal, communication and presentation skills .

o Can-do altitude and problem-solving skill.