Responsibilities
- Assist Relationship Manager (RM) with the daily running of portfolio
- Complete credit applications for both new and reviews, under guidance of the Relationship Manager.
- Maintain review list for designated portfolio
- Assist Relationship Manager to carry out corporate product marketing activities, including but not limited to attending meetings with customers, preparation of marketing material, identifying of potential new clients.
- Drafting terms and condition of the product to be offered to customers under the guidance of the Relationship Manager
- Assist RM with Ad hoc requirements, such as client requests, inter-departmental reporting.
- Responsible for organizing and archiving client credit files on designated portfolio, according to the relevant Policy.
- Assist RM with obtaining required documents for onboarding and as well as documents required for annual KYC reviews.
- Relevant Bachelors degree, major in Finance, Accounting or Investment Management
- Banking experience preferred
- Ability to analyse and evaluate company financial statement and provide assessment thereof
- Ability to analyse and assess risk and motivate as such in credit applications / reports
- Knowledge of Corporate Finance products would be beneficial
- Good report writing skills
- Attention to detail
