Prepare financial spreading and detailed credit memos/analysis of Financial Institutional clients (including banks, broker dealers, insurers and fintech firms), and recommend credit decision based on the financial information, macro-economic/ industry situations, and other relevant information that comply with the Bank’s credit policies, procedures, business strategies, and regulatory requirements
Manage a portfolio of clients and monitor their financial performance and news daily to identify and escalate any emerging risks promptly. Also, attend client meetings to perform credit due diligence periodically
Collaborate with business partners (including Credit Risk, Corporate Banking, Investment Banking, Global Markets, and Global Transaction Services) to leverage their expertise and insights on clients. Also assist in managing client relationships, finding appropriate financial solutions and ensure all parties are aligned with the Bank’s overall strategic goals and objectives
Work on ad hoc reports and handle any duties assigned by manager or senior team members
Competencies
Strong analytical skills, and excellent written and verbal communication skills in both English and Chinese
4-5 years of experience in banking/finance industry, with some knowledge of capital market, banking products and Greater China financial institution markets
Strong collaborative skills and a good team player
High level of accuracy in work with attention to small details
Good time management and ability to work effectively under tight time pressure
Minimum Bachelor’s degree in Business Administration, Economics or related disciplines