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Senior Consultant · 上海仕宸人力资源服务有限公司

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职位介绍: Roles and Responsibilities: 1.This position is a coverage RM role purposed to: (1) Promote / establish business relationship with existing / eligible new customers to achieve revenue target and to maximize profit; (2) Improve ROE. Monitor and control asset volume and quality, and meet various financial targets with different qualitative and quantitative measurement indicators; (3) Ongoing monitor and control customers’ credit standing to provide in-time financial solutions and to mitigate potential risks; 2.Promote corporate banking products to designated corporate clients within GCIB China Strategy; 3.Promote cross-sell to corporate customers; 4.Develop and manage account plans of own portfolio; 5.Collaborate with product partners on each product line’s account plan and GOP targets & follow up on product partners’ deliveries of the targets; 6.Collaborations across the entire relationship with input from a macro perspective of the entire portfolio (either sector or country basis); 7.Detailed and differentiated financial targets with numbers will be fixed when Fiscal Year beginning, goal setting period for respective roles; (1) Promote corporate banking products to achieve financial target and acquire new client’s target; (2) Ensure all actions (including Regional KPI) required by the department are completed within the stipulated turnaround times with accuracy & standardization; (3) Support MBC & GC China to meet its regulatory ratios (i.e. capital adequacy ratio, asset/liability ratio, deposit deviation ratio, etc.); 8.To promote and establish the Bank’s corporate banking business and acquire new customers; 9. Maintain and develop strong customer relationship to facilitate cross-selling of different banking products; 10.Monitor the performance and credit status of customers periodically and take necessary actions in case of need; 11.Collaborate effectively with Product Offices by leveraging their products & expertise in order to achieve balance sheet optimization and customer satisfaction; 12.Develop the cross-selling business volume for TB, O&D, Forex, Derivatives, maximize benefit of “One THE BANK”, etc. Be Responsible and Accountable for: (1).Account Plan Creation & Updates, including but not limited to CHUB input and queries (i.e. linkage/data integrity) / technical support, replicating solution across the customers within a relationship w.r.t. entire portfolio, credit analysis / risk and exposure management of the relationship w.r.t. entire portfolio, salesforce update; (2)Account Plan Presentation, including liaison with RBDD, etc. (3)Creation of CET (Client Engagement Template) / Creation and development of the CET to lock in plans with the client; (4)Client meeting and related materials and documentation preparation; (5)Review of the finalized credit paper and navigate to agreement with all stakeholders (product, sector, credit, etc.) and provide in depth analysis based on understanding of clients in support of DSC preparation; (6)Internal Pipeline Meeting or any Pricing Approval or special approval need to be obtained; 13.Ensure all actions (including regional KPI) required by the department are completed within the stipulated turnaround times with accuracy & standardization; 14.Ensure full compliance with the prevailing regulations (including global operation / compliance framework of 1st line) showing examples of ethical behavior and following all internal controls; Requirements: 1.Bachelor Degree or above, with financial-related major preferred; MBA will be a plus; 2.At least 8 years of experience in relationship management / product sales in corporate banking business; 3.Skills & Knowledge : (1)Strong commercial sense with knowledge in corporate banking products; sound knowledge of various banking products and related risk in foreign banks; (2)Strong communication and presentation skills with ability to influence clients and/or parent company or regional company to consider THE BANK and/or THE BANK China as partner bank; (3)Substantial experience in marketing clients in China with good and sufficient knowledge of industries and economic environment in China; (4)Good sense of market risk, industry risk and policy risk with ability to analyze impact/effect to clients’ business particular financial situation; (5)Good team worker to partner with various stakeholders to ensure smooth deal execution; (6)Proficient in written and spoken English and Chinese; (7)Sufficient PC knowledge, acquire proficiency in Outlook, Excel, PPT.