26938621 Client Manager, Global Network Banking (GNB), Taipei
面議（經常性薪資達4萬元或以上）
台北市信義區
1~2年工作經驗
Overview
The Client Manager, Global Network Banking (GNB) will be an integral part of a dynamic team responsible for managing and growing relationships with multinational corporate clients. This role focuses on supporting senior bankers in delivering comprehensive financial solutions, driving client engagement, and ensuring seamless service delivery across various geographies.
Key Responsibilities
Client Relationship Management Support
Assist in managing a portfolio of GNB clients, fostering strong relationships and understanding their financial needs.
Prepare client pitch books, proposals, and presentations for client meetings and reviews.
Support senior bankers in identifying cross-sell opportunities for various banking products, including Cash Management, Trade Finance, Treasury, and Lending.
Act as a point of contact for client queries and coordinate with internal stakeholders to ensure timely and effective resolution.
Financial Analysis and Reporting
Conduct in-depth financial analysis of client companies, including balance sheet, income statement, and cash flow analysis.
Prepare credit proposals and annual reviews, assessing client creditworthiness and risk profiles.
Monitor client financial performance and market trends, providing insights to senior management.
Assist in preparing financial models and projections to support strategic client initiatives.
Product and Service Delivery
Collaborate with product partners (e.g., Treasury, Trade, Loans) to deliver tailored financial solutions to clients.
Ensure smooth onboarding of new clients and activation of new products/services.
Monitor service delivery quality and identify areas for improvement in client experience.
Stay updated on market developments, regulatory changes, and competitive landscape relevant to GNB clients.
Compliance and Risk Management
Ensure all client activities and transactions adhere to internal policies, regulatory requirements, and compliance standards (e.g., AML, KYC).
Assist in managing operational risks associated with client relationships and transactions.
Maintain accurate and up-to-date client records and documentation.
Qualifications
Education
Bachelor‘s degree in Finance, Economics, Business Administration, or a related field from an accredited institution. A Master‘s degree or professional certifications (e.g., CFA) is a plus.
Experience
2-5 years of experience in banking or financial services, with exposure to corporate banking, relationship management, or credit analysis.
Experience with multinational corporate clients and an understanding of global banking operations is highly desirable.
Skills
Strong Analytical Skills: Ability to analyze complex financial data, identify key trends, and draw actionable conclusions.
Excellent Communication Skills: Proficient in written and verbal communication, with the ability to articulate complex financial concepts clearly and concisely.
Interpersonal Skills: Ability to build and maintain effective relationships with clients and internal stakeholders.
Financial Acumen: Solid understanding of banking products, financial markets, and credit principles.
Proficiency in MS Office: Advanced Excel and PowerPoint skills are essential.
Team Player: Ability to work collaboratively in a fast-paced, team-oriented environment.
Problem-Solving: Strong ability to identify issues, analyze root causes, and propose effective solutions.
Attention to Detail: Meticulous in preparing reports, analyses, and client documentation.
展開
