Responsible for origination and building out a client portfolio for both corporate and financial institution clients, focusing on attracting deposits and selling liquidity products.
Being an advocate assisting Team Lead in maximizing Transaction Banking (TB) wallet shares from existing customers and assisting other RMs from a specialist perspective relating to TB solutions.
Assist Team Lead and Head of Department for assigned projects.
Job Responsibilities:
Prepare and execute a marketing plan to increase the level of deposits and transaction banking products undertaken by SMBC.
Work in close alignment with Global/Regional Relationship Management team and relevant products partners from build to execution/implementation processes of transaction banking products.
Manage risks associated to the businesses: KYC, Operation. Regulatory & compliance matters.
Coordinate with KYC/AML Team to obtain necessary legal documents from clients, ensure timely completion of Know-Your-Customer (KYC).
Ensure transactions are processed accurately and efficiently with a high level of client satisfaction.
Proactive in identifying client’s needs, consulting and providing necessary support and actions.
Assist to manage client relationship and attend to client’s enquiries, ensure those being responded timely & professionally and in line with the Bank’s service standards and policies.
Proactively participate in preparing, building, implementing the team’s strategy.
Other Tasks:
Administer all work and ensure compliance to all guidelines & procedures.
Attend to other administrative tasks, business reports, managerial preparation and any other specific projects/ tasks as to be assigned by Team Lead and Head of Department from time to time.
Required Skills/Experience:
Strong education background with at least a Bachelor's Degree in related fields (Economics/ Finance/ Banking Degrees preferred)
Experienced in marketing and customer service.
Good work ethics and capacity to learn and adapt.
Good communication skills (writing and speaking) in English.
Years of Experience Required:
7-10 years background and experience in Transaction Banking/Corporate Banking products and marketing.
Good understanding of liquidity products, deposit placement processing, transaction banking implementation.
Experience of developing and working with key stakeholder relationships within a business
