Job description
Job Details
Client Coverage
Job Purpose
Conduct ongoing research and analysis to enable the Managers Client Coverage to fully understand the clients’ business, context, and identify potential business opportunities for the bank.
Interpret the research findings and analytics. Make recommendations regarding potential opportunities or risks so that the Manager Client Coverage is able to proactively identify solutions or mitigate commercial risks. Key Responsibilities/Accountabilities
Conduct research on clients, their business, operations and performance, as well as trends in their specific industries at the request of the Managers: Client Coverage
Compile and analyse information regarding sales activity and business pipeline.
Interact and liaise with clients with the purpose of providing or requesting information, to assist in the deal execution and/or gathering critical information for the bank
Ensure that the client information is updated in all the relevant information systems, and when out-dated, liaise with clients to gather the updated information.
Compile and analyse reports on client profitability, product profitability and provide input to the budget planning and performance management process.
Support Managers: Client Coverage in the credit process including credit applications, PCC (paper preparation), excess management, and compliance related issues to achieve zero write-off of debt, zero operational loss issues and other relevant workflows between credit and coverage.
Preferred Qualification And Experience
The incumbent MUST be mandarin speaking.
Bachelor’s degree in business or business related field.
A post graduate business degree will be considered an advantage.
Knowledge/Technical Skills/Expertise
1 to 2 years in the Banking, Financial Services or Business Consulting.
Experience in conducting research and analytics, supported by strong computer proficiency skills.
The incumbent MUST be mandarin speaking.
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