- Hong Kong Hong Kong
OCBC Bank (Hong Kong) Limited Hiring! Full Time Assistant Relationship Manager, NBFI in Hong Kong - Ricebowl
Share
Save
Working Location
Job Description
Responsibilities
What you will be doing:
Portfolio Support: Assist Relationship Managers in managing and growing a portfolio of assigned clients to achieve team KPIs.
Credit Execution: Under the guidance of Senior Relationship Manager, support the full credit process, including drafting term sheets, preparing high-quality credit application reports for approval, handling loan documentation, and ensuring timely post-disbursement monitoring and annual credit reviews.
Client Onboarding: Take the lead on the account opening process, including KYC/AML collection and coordinating with compliance and middle-office teams.
Cross-Selling Coordination: Under the guidance of Senior Relationship Manager, liaise with internal product partners (Transaction Banking, Sustainable Finance, Capital Markets, Treasury) and regional offices (Singapore, China) to help execute cross-sell mandates and client requests.
Administrative Excellence: Handle ad-hoc tasks and reporting of the team, including market research, data analysis, and maintaining internal management systems.
What we are looking for:
Experience: Minimum 3–5 years of NBFI/corporate banking experience, specifically in credit analysis or relationship support roles.
Education: University degree in Business, Accounting, Finance, Economics, or related disciplines. Progress toward CFA, CPA, or relevant professional qualifications is an advantage.
Technical Skills: Solid knowledge of credit analysis, financial statement modelling, and banking products.
Soft Skills: Strong communication and interpersonal skills to build rapport with clients and internal stakeholders; highly organized with the ability to handle multiple tasks under tight deadlines.
Language: Proficiency in spoken and written English, Cantonese, and Mandarin.
Regulatory: Hold/eligible for ECF-CRM qualifications.
Innovation: Proficiency in AI applications and data tools to enhance everyday workflow efficiency.
For people with less experience, the role - Assistant Relationship Manager will have a clear path to become relationship manager and is suitable for candidate who has high aspiration to make an impact in the field of NBFI/corporate banking
Full-time
Portfolio Support: Assist Relationship Managers in managing and growing a portfolio of assigned clients to achieve team KPIs.
Credit Execution: Under the guidance of Senior Relationship Manager, support the full credit process, including drafting term sheets, preparing high-quality credit application reports for approval, handling loan documentation, and ensuring timely post-disbursement monitoring and annual credit reviews.
Client Onboarding: Take the lead on the account opening process, including KYC/AML collection and coordinating with compliance and middle-office teams.
Cross-Selling Coordination: Under the guidance of Senior Relationship Manager, liaise with internal product partners (Transaction Banking, Sustainable Finance, Capital Markets, Treasury) and regional offices (Singapore, China) to help execute cross-sell mandates and client requests.
Administrative Excellence: Handle ad-hoc tasks and reporting of the team, including market research, data analysis, and maintaining internal management systems.
What we are looking for:
Experience: Minimum 3–5 years of NBFI/corporate banking experience, specifically in credit analysis or relationship support roles.
Education: University degree in Business, Accounting, Finance, Economics, or related disciplines. Progress toward CFA, CPA, or relevant professional qualifications is an advantage.
Technical Skills: Solid knowledge of credit analysis, financial statement modelling, and banking products.
Soft Skills: Strong communication and interpersonal skills to build rapport with clients and internal stakeholders; highly organized with the ability to handle multiple tasks under tight deadlines.
Language: Proficiency in spoken and written English, Cantonese, and Mandarin.
Regulatory: Hold/eligible for ECF-CRM qualifications.
Innovation: Proficiency in AI applications and data tools to enhance everyday workflow efficiency.
For people with less experience, the role - Assistant Relationship Manager will have a clear path to become relationship manager and is suitable for candidate who has high aspiration to make an impact in the field of NBFI/corporate banking
Full-time
Important Information
Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.
Learn More