Relationship Manager, Global Financial Institutions

Kuala Lumpur, Malaysia

Job Description


Job Responsibilities:\xc2\xa7 Client coverage to include insurance, fund managers and other institutional investors in Malaysia. The key objective of the role is the proactive development and marketing of financial solutions with the objective of meeting the client needs while maximising the total return of the group from each client and the portfolio.\xc2\xa7 Product Coverage to include Transactional Banking, Lending, Foreign Exchange, Money Markets, Interest Rate Derivatives & Debt Capital Markets.\xc2\xa7 Specific roles and responsibilities include:\xc2\xb7 In conjunction with FI Head, to develop and implement a strategic & tactical plan for each client based on knowledge of clients\xe2\x80\x99 industry, growth projections and funding strategies & objectives.\xc2\xb7 Relationship development & marketing to existing clients plus business development to prospective clients, including coordination of the deal structure and closing sufficient transactions to meet agreed revenue targets.\xc2\xb7 Achieve planned earnings and contribute to profit, ensuring that revenue is maximised from all clients and that minimum ROE/RoRWA targets are met. Full accountability on client income across all products.\xc2\xb7 Drive the account planning process, including completing and maintaining relationship plans, files notes and call reports. Engage and gain commitment of product specialists to drive product solutions and delivery.\xc2\xb7 Develop industry knowledge as a platform to advise clients, and demonstrate an in-depth understanding of all clients\xe2\x80\x99 goals, objectives and strategic direction. Provide ideas/initiatives that enable the bank to differentiate itself & increase the level of business with clients.Qualifications

  • At least 5-8 years with relevant experience. CFA chartered holder or candidates are encouraged to apply.
\xc2\xa7 Sound understanding of cash management, treasury, lending products and capital markets.\xc2\xa7 Good people skill - especially ability to relate to peers, colleagues and senior management within internal and client organization.\xc2\xa7 Strong driving spirit, agility to new learning for skill/knowledge improvement, high work committed and motivated to work diligently and independently.

OCBC Bank

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Job Detail

  • Job Id
    JD1037854
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Kuala Lumpur, Malaysia
  • Education
    Not mentioned