Assistant Relationship Manager, NBFI

What you will be doing:

• Portfolio Support: Assist Relationship Managers in managing and growing a portfolio of assigned clients to achieve team KPIs.

• Credit Execution: Under the guidance of Senior Relationship Manager, support the full credit process, including drafting term sheets, preparing high-quality credit application reports for approval, handling loan documentation, and ensuring timely post-disbursement monitoring and annual credit reviews.

• Client Onboarding: Take the lead on the account opening process, including KYC/AML collection and coordinating with compliance and middle-office teams.

• Cross-Selling Coordination: Under the guidance of Senior Relationship Manager, liaise with internal product partners (Transaction Banking, Sustainable Finance, Capital Markets, Treasury) and regional offices (Singapore, China) to help execute cross-sell mandates and client requests.

• Administrative Excellence: Handle ad-hoc tasks and reporting of the team, including market research, data analysis, and maintaining internal management systems.

What we are looking for:

• Experience: Minimum 3–5 years of NBFI/corporate banking experience, specifically in credit analysis or relationship support roles.

• Education: University degree in Business, Accounting, Finance, Economics, or related disciplines. Progress toward CFA, CPA, or relevant professional qualifications is an advantage.

• Technical Skills: Solid knowledge of credit analysis, financial statement modelling, and banking products.

• Soft Skills: Strong communication and interpersonal skills to build rapport with clients and internal stakeholders; highly organized with the ability to handle multiple tasks under tight deadlines.

• Language: Proficiency in spoken and written English, Cantonese, and Mandarin.

• Regulatory: Hold/eligible for ECF-CRM qualifications.

• Innovation: Proficiency in AI applications and data tools to enhance everyday workflow efficiency.

• For people with less experience, the role - Assistant Relationship Manager will have a clear path to become relationship manager and is suitable for candidate who has high aspiration to make an impact in the field of NBFI/corporate banking

What we offer:
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.