Job Responsibilities:
- Client coverage of a defined portfolio of names.
- Maintain accurate tracking and progression through diligent pipeline management of their own portfolio.
- Partner with Client Service Teams and own the escalation, tracking and remediation of issues that impact the client.
- Review and KYC record renewals and provide accurate summary to the in country subsidiary bankers.
- Execute on the regional Hub client strategy for uncovering future opportunities alongside providing robust relationship coverage of clients where we hold their entire APAC wallet.
- Key contact and escalation point for all portfolio matters.
- Thorough understanding of Know Your Customer responsibilities, importance and requirements, and the ability to apply these principles to entire portfolio of assigned clients.
Required Qualifications, Capabilities, and Skills:
- Undergraduate degree in Business, Finance, Accounting, Economics or other relevant fields.
- Minimum 5 years of relevant experience in Treasury Services sales, corporate relationship management, or portfolio management.
- Broad commercial banking product knowledge and/or experience, such as cash management, transactional foreign exchange, overdrafts and traditional trade products etc. Knowledge of treasury services products a clear advantage.
- Excellent communication skills with strong teamwork ability.
- Excellent organizational, planning, problem solving, time management and analytical skills.
- Strong attention to details and able to multi-task and manage competing priorities to meet deadlines and exceed expectations.
- Self-starter with a strong work ethic and desire to learn.
- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
- Liaise with client / Headquarter Bankers, in country bankers & TMOs to resolve issues.
- Coverage support to clients & internal coordination; design / produce detailed relationship review and analysis, and monitor portfolio profitability and Ramp.
- Through disciplined pipeline management, discover new revenue streams and ensure the highest standard of client requirements are being met.
Preferred Qualifications, Capabilities, and Skills:
- MBA Degree in Business, Finance, Accounting &/or Economics
- CFA or CPA
- Background in client service or client facing roles