Job Description

Roles & Responsibilities

1. Portfolio Development


Collaborate with Relationship Managers to prospect new clients. Offer suitable corporate banking services to existing clients to expand the portfolio.


2. Credit Analysis and Reporting


Produce high-quality credit analysis reports for syndication and bilateral loan clients. Conduct regular post-drawdown credit reviews to assess loan performance and risk.


3. KYC and Compliance


Perform Know Your Customer (KYC) checks before drawdown. Conduct post-drawdown reviews to ensure ongoing compliance with regulatory requirements.


4. Periodic Reporting


Prepare and submit periodic reports to the Branch and Head Office. Ensure reports are accurate, comprehensive, and submitted on time.


5. Customer Liaison and Account Management


Liaise with customers on account opening, deposit taking, and general transaction processes. Handle customer inquiries efficiently and professionally. Develop and maintain business relationships with overseas branches and inter-departments.


6. Business Development


Liaise with peer banks to seek business opportunities. Develop and implement strategies to grow the client base and enhance client satisfaction.


7. Ad-hoc Duties


Perform any other duties as assigned by management to support the team and business operations.

Job Requirements

1. Proficient in Bilingual Communication


Exhibits excellent communication skills in both English and Mandarin. Able to prepare clear and professional email correspondence. Capable of creating periodic reports in both languages, catering to overseas branches and HQ in Taiwan.


2. Team Player


Demonstrates strong collaboration skills, proactively contributing to team efforts.


3. Proactive and Analytical


Shows initiative and strong analytical abilities to drive solutions and improvements.


4. Resourceful and Results-Oriented


Capable of finding innovative solutions and focused on achieving tangible results.


5. Sales Driven with Business Development Acumen


Possesses a strong drive for sales and expertise in business development strategies.


6. Client Management Skills


* Competent in engaging and managing relationships with both internal and external clients.