Assistant Relationship Manager

About the role

This role provides day-to-day support to Relationship Managers in a commercial or corporate banking environment, encompassing administrative tasks, transaction execution, and credit portfolio management.

Key responsibilities

• Provide day-to-day support to Relationship Managers in administrative tasks and transaction execution
• Assist in preparing new credit applications, including financial statement analysis, industry research, and company evaluation
• Draft and submit credit reports with detailed analysis and Customer Due Diligence (CDD)
• Support the documentation process for new deals, including coordination of legal documentation
• Facilitate corporate account openings and ensure smooth onboarding of new clients
• Manage and monitor the credit portfolio to maintain healthy client relationships and mitigate risk
• Conduct annual credit reviews and Know Your Customer (KYC) reviews in line with compliance requirements
• Prepare periodic reports for submission to both the Branch and Head Office

About you

• Diploma or higher in Finance, Accountancy, Banking, or a related discipline
• 2–5 years of relevant experience in commercial or corporate banking
• Strong analytical skills with the ability to interpret financial statements and industry data
• Excellent interpersonal, relationship management, and communication skills
• Proactive team player with the ability to work independently under minimal supervision
• Bilingual in English and Chinese (both written and spoken) to liaise effectively with Mandarin-speaking clients and business partners