Assistant Relationship Manager客户经理助理
Descrizione dell'offerta
Job Brief
We are looking for an Assistant Relationship Manager who is responsible for supporting the relationship managers to maintain the relationship with financial institution clients and other key relationships, prepare credit report,conduct post lending monitoring and ensure that the first level control is in compliance with KYC\AML guideline, monitor cash flow and carry out financial market business.
拟招聘一名客户经理助理,协助客户经理维护客户关系,开展第一道防线的控制措施符合KYC(客户背景调查)及AML(反洗钱)监管要求。撰写信贷报告,开展贷后监控工作,开展头寸监测和金融市场交易。
Main duties
1. Support Relationship Manager in day-to-day interaction with financial institution clients and other relationships.
协助客户经理完成机构客户及其他合作方的日常联络工作。
2. Assist to perform the first level of KYC on clients and work with Compliance Department Unit to conduct the appropriate investigations. To follow and solve compliance related issue of the FI department.
开展客户KYC(客户背景调查)第一道防线工作,协同合规部进行必要的尽职调查。解决部门内合规相关的问题。
3. Assist in gathering financial statements, carry out industry analysis, and market research.
协助收集财务报表、进行行业分析和市场分析等。
4. Draft credit proposals including risk assessment, financial analysis to coordinate with internal departments for credit approval workflow.
撰写信贷方案书(含风险评估及财务分析内容),协调完成授信审批流程。
5. Input, update, and maintain credit facility data in GCMS, to ensure system entries align with approved credit terms and documentation.
在全球信贷管理系统(GCMS)中准确录入、更新授信数据,确保系统记录与审批要件一致。
6. Monitor daily cash flow, update the liquidity reports accordingly and carry out daily Financial Market transactions
监测日常资金头寸,更新流动性报告,开展日常金融市场资金交易。
7.Complete reports and statements for the head office and headquarters.
完成总行和总部的报告报表等工作。
8. Other assigned works by the Department Head.
完成部门主管交办的其他工作。
Qualifications
1. Bachelor degree or above in Finance, Accounting or related area
金融、会计或相关专业本科及以上学历;
2. Good understanding of financial analysis and banking practice. The working/intership experience in the related area would be preferred.
熟悉财务分析和银行实务,有相关工作/实习经历者更佳;
3. Proven ability to work independently, with strong team spirit and problem solving skills
具备独立工作能力,具备良好的团队协作精神及问题解决能力;
4. Being detail-oriented, competent of working with complex data
注重细节,能处理较复杂数据分析;
5. Strong working skills of Microsoft applications, Excel, PowerPoint, and Word
精通Microsoft办公软件(Excel、PowerPoint、Word)操作;
6. Preferrably Chinese Mothertongues with fluent written and verbal English proficiency, good communication capability in Italian is an advantage
中文母语,英语书面及口语流利,具备意大利语沟通能力者是加分项。