Assistant Relationship Manager (Mandarin speaking)

apartmentRobert Half placeSydney calendar_month 
Job Duties
  • Collaborate with Relationship Managers to support credit submissions, including preparing comprehensive credit papers with detailed industry and credit analysis for Corporate and Institutional clients.
  • Develop and analyze financial models, including cash flow projections and financial data, to perform in-depth financial analysis.
  • Manage client onboarding, assist in transaction closures, ensure document execution, and conduct AML and KYC checks to comply with internal compliance standards.
  • Participate in client meetings alongside Relationship Managers to build and strengthen client relationships.
  • Support portfolio management by gathering and updating client information through public sources and direct communication, monitoring post-lending credit, updating credit ratings, risk classifications, and conducting quarterly or annual reviews.
  • Contribute to performance analysis by preparing weekly and monthly reports for the CIB department, management, and Head Office.
  • Coordinate with sub-branches to gather pipeline and performance updates to facilitate CIB business analysis.
  • Maintain and reconcile the department's financial data periodically with the RMD and finance teams.
  • Perform additional tasks as assigned by the department head or management to support operational needs.
Experience & Skills
  • 3+ years' experience as a Relationship Manager at a corporate, institutional or wholesale bank.
  • MUST speak fluent Mandarin.
  • Tertiary degree in Finance or related discipline will be considered favorably;
  • Exceptional verbal and written communication skills,
  • Possess an understanding of financial and economic markets
  • Strong analytical capability and be able to engage in independent research & analysis of customers and markets, and apply critical thinking and a high level of attention to detail
  • Self-motivated and able to work under pressure to deliver result under time constraints;
  • Be able to proactively manage a transaction from origination to close.

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