MNC SRM 60-90k
上海-浦东新区 10年以上 统招本科 招1人 8月14日更新
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钱女士 1天前在线 已认证
Consultant · 上海仕宸人力资源服务有限公司
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职位介绍
Responsibility:  The Relationship Manager (RM) is responsible for the management of client relationships of local subsidiaries of German- and International Corporates. He/she is the first contact for his/her (local) clients to market these clients and cross sell the bank`s product set at client’s CEO/CFO and Treasury level.  The RM conducts a shared planning and budgeting process for his/her portfolio, in close cooperation with the Lead Relationship Manager (Lead RM) and the other Client Service Team (CST) members of the respective client.  In the course of his/her work, the RM will be guided by the objectives of the bank’s business policy and operate within the existing guidelines, paying special attention to customers satisfaction.  He/she has to manage the customer portfolio in a value-oriented way within the strategic frame given by the respective Lead RM and at all times in a compliant manner. The RM has the necessary competencies in terms of conditions and credit business, which he uses in a responsible manner, in line with the guidelines and risk oriented.  Overall responsibility for the local subsidiaries of German- and international corporate clients assigned to the relationship manager (existing and new relationships) taking responsibility for results and focusing on value-orientated aspects  He/she will be part of the Client Service Team (CST) together with the Lead RM, the Sector Team (where applicable) and other commercial and investment banking product specialists. Market the bank`s products ("cross-selling") and ensure that all members of the CST have direct access to the local client. He/she shares knowledge and information within the CST. Align with lead RM and contribute to customer coverage strategy deduced from strategic dialogue  Monitoring customers intensively and in a timely manner in respect of their business policy at all levels of the company (using the manager’s own contacts and information, delivered via the customer service team) so that this information can be evaluated in the team and a joint response can be made, if required.  Maximize gross revenues in close collaboration with Lead RM and CST members whilst optimising profitability (sales profit) with due attention to capital consumption / reduction (Risk Weighted Assets). Maintain appropriate CBS records to ensure timely transfer price reporting  Origination and structuring of new facilities in close collaboration with Lead RM and CST members (with the appropriate product specialist where applicable), negotiating and documenting these facilities together with the relevant specialist and / or Legal department. Monitoring and reviewing local client relationships, their operations, exposures / risks and the markets in which clients operate as well as monitoring and reviewing client relationships and transactions to ensure the fulfilment of The Bank Compliance standards and guidelines. Drawing up loan approvals, e.g. applications on loans and conditions and deciding on conditions and loans within certain competences paying due regard to risk  Taking into account all necessary data quality aspects by using the IT systems and applications made available by the bank Qualifications:  Bachelor Degree with good credit sense and knowledge  At lease 8 years banking experiences in client relationship management role.  Independent completion of sales role, including involvement of product specialists, with reactive guidance by superior  Active response to requests from clients in new situations by assessing all requirements within strategic client dialogues and after intensive preparation and follow up discussions with manager  Good knowledge/skills on day-to-day and special activities  Organization and prioritization of own work, including deployment of required resources  Active monitoring and supervision of costs/revenues/ quality and identification of risks within own customer portfolio  Be responsible for revenues and quality for the own customer portfolio as well as identification and control of risks  Identification of problems and all relevant issues in the course of customer coverage, development of possible solutions and their evaluation using the bank’s procedures and processes; well-grounded decision-making based on experience made  Sharing of own expertise with Associates, support and guidance the whole CST; co-ordination of the entire CST incl. product sales  Broadened knowledge/skills on a variety of day-to-day and special activities.  Interpretation of needs of clients considering all requirements; development of solutions for special tasks and requests, within client dialogue  Development of plans in the sales area over short- to medium-term, including forecasting all resource requirements  In-depth knowledge in the area of corporate coverage; broad and profound knowledge in both corporate and investment banking products. Independently handle clients
其他信息
语言要求:英语
行业要求:银行

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更新时间:2026-08-14