Responsibilities:
- Maintain and strengthen relationships with existing Financial Institution clients
- Identify needs and deliver diversified and comprehensive financial solutions, including secured and unsecured financing, cross-asset derivatives and flow transactions, money market transactions and debt capital markets offering etc, to enhance firm profitability
- Work closely with cross-functional teams and departments to drive cross‑selling and cross‑border business opportunities, strengthening overall business growth
- For any transactions with Financial Institution clients involving counterparty risks (including secured and unsecured financing, derivatives etc), to identify credit risks in proposals, design appropriate risk mitigation and control measures
- Develop new FI client relationships (including both Bank and Non-Bank entities) including for our DCM franchise
- Potential clientele under coverage includes the following: Banks, Securities, Asset Management Companies (including Mutual Fund, Hedge Fund, Private Equity and Private Credit Fund, Trust etc), Sovereign Wealth Funds, Exchanges, Insurance and Reinsurance
Ideal candidates are expected to possess:
- University degree in Banking / Finance or related discipline
- Over 5 years of banking experience, including 3 years as an RM
- Experience in credit and foreign exchange is preferred; ECF‑CRM Professional Level is a plus
- Self-motivated, well-organized, and able to work independently
- Good communication and interpersonal skills with a strong customer-focused mindset
- Good command of written and spoken English and Chinese (Mandarin & Cantonese)