金融机构 (FI) ARM
三井住友银行(中国)有限公司 · 上海市
About The Role
To support the FID Business Promotion team and Relationship Managers (RMs) in servicing Non-bank Financial Institutions and facilitating business execution.
RM Support: Supporting RM’s daily business activities and relationship management for Non-bank Financial Institutions. Responsibilities will include, but not limited to:
-Supporting RM’s various work in daily business activities, including client coverage, internal coordination, and follow-ups
-Prepare client meeting materials, and briefing memos for internal and external meetings
-Assist in analysis of client organization, business, and market developments to support business expansion initiatives
-Monitor assigned financial institutions and market developments, and provide feedback to RMs and management
Deal Execution & Business Support: To assist in execution and implementation of NBFI-related business transactions.
-Assist in execution of deals, including documentation preparation, internal approval workflow, and post-deal follow-up
-Support lending and liabilities business processes, including data collection, reporting, and coordination with relevant departments
-Coordinate with internal team to ensure timely and smooth completion of transactions
Credit Application & Monitoring: To support credit processes and ongoing risk monitoring
-Support credit application process, including preparation of materials, data compilation, and supplement sheets for new/renewal applications
-Assist in ongoing credit monitoring by collecting and analyzing obligor information from public and internal sources
-Identify and escalate any abnormal indicators or risk signals to RM, Credit Officer, or management
KYC & Account Management: To ensure compliance and proper client onboarding.
-Handling of KYC and account opening related issues with clients (both conducting and receiving)
-Ensure completeness and accuracy of client documentation in compliance with internal policies and regulatory requirements
Internal Coordination & Team Work: To support smooth communication and daily operations across functions.
-Coordinate internal matters and liaise with various departments to ensure efficient workflow.
-Support collaboration with internal/external stakeholders and SMBC Group entities on NBFI-related matters.
-Assist in handling operational issues and responding to internal and client inquiries.
-Perform ad hoc tasks and other duties as assigned by RM, Department Head or management.
Working experience: 2-3 years of banking experience
Language skills: Good command of English with proficient writing and speaking skills
Professional knowledge: Basic knowledge of economics and banking business.
Good communications and interpersonal skills, especially working as a team.
Being positive to new challenges and ideas, following SMBCCN and FID strategies.
Stewardship toward SMBC Group, SMBCCN and FID.
Character: Careful, detail-oriented, and conscientious, with a strong sense of responsibility and accuracy in daily work.
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