FI RM

该职位来源于猎聘 Department Description The role is RM for supporting FI business growing while maintaining compliance scrutiny level and expediting internal process. One based in Shanghai to grow China FI business by actively acquiring new relationships, deepen existing relationship and promote cross selling by collaborating with sales of various business lines across geographies.

Responsibilities

• To develop new client relationship, esp. in non bank FI sectors, like securities, asset managers, insurance companies and leasing companies to explore potential business opportunities
• Deepen the relationship with existing portfolio of FI and NBFI clients with an aim to expand cooperation of full spectrum of business lines; and to identify cross-selling opportunities and collaborated with the respective product sales to win the mandate
• Actively develop new client relationships and create pipeline of opportunities in line with the business needs and strategy
• Maintain clear and updated documentation in all credit files including financial statements, latest financial spreading, credit applications, validation records, internal and correspondence, etc. and react to early warning signals on deterioration of counterparty risk and operational risks.
• Reporting significant business events, financial trends, industry developments and other relevant issues relating to key contacts at client side
• Effectively work with different stakeholders, prioritize tasks, and meet deadlines
• Assist business Head to set up budget (NBI & Cost), sales target and performance, to analyze performance status and make action plan
• Coordinate among various business lines, supporting functions and clients to solve problems
• Other ad hoc tasks / relevant responsibilities as assigned by the management.

Profile Requirements

• Master’s degree in finance or accounting and above
• Minimum 8 years working experience in finance and accounting professional sphere
• Strong financial analysis skills and business writing.
• Strong knowledge of financial institutions as a sector
• Proactive and energetic, self-motivated, a team player with strong sense of ownership
• Excellent presentation and negotiation skills, strong decision making and analytical skills
• Excellent verbal/written Mandarin & English
• Well versed in MS Office applications CPA or CFA qualification is a plus

Business travels are required