Job vacancy Relationship Manager

Job Title: Relationship Manager

Job Summary:
To contribute to the company’s revenue stream by managing existing Issuer Clients as well as seeking new business opportunities.

Job Responsibilities:

ADMINISTRATION
Compliance

• Keep abreast of new regulations and reforms affecting the financial services sector
• Review and maintain KYC procedure for the team in accordance with company policy
• Manage collection and review of new customer due diligence packages
• Conduct all compliance and legal communication for the Unit’s new business and current accounts
• Analyze client transactional activity and report any suspicious activity to VP, BDU
• Ensure that monitoring measures are satisfied in a timely manner and in accordance with risk assessments and client relationship management plans
• Identifying and closing gaps that may exist with the Unit’s Compliance activity

Transactional

• Conduct all Trade Finance transactions for select clients as required via entry to ACCESS and all other associated manual processes
• Conduct industry and client research prior to scheduled meetings in support of business development activity
• Follow appropriate network filing and make guided improvements where necessary
• Develop and maintain the unit’s various client trackers
• Provide both quantitative and qualitative quarterly reports on client activity

RELATIONSHIP MANAGEMENT

• Develop and maintain understanding of customer base to deepen current client relationships through company’s website, live chat and scheduled facetime to learn more about what they want
• Treat with customer concerns through active listening, empathy and guided assistance to offer solutions when required
• Perform as key contact for selected client relationships
• Ensure top level service is provided to clients at all times
• Provide transaction quotes to clients as necessary
• Manage internal relationships in order to effectively serve clients
• Proactively keep clients informed on the status of their transactions
• Respond to queries or requests for information within the set timelines

BUSINESS DEVELOPMENT
Grow the existing client base by conducting research and following up on referrals through the VP, BDU to determine suitable new business prospects in keeping with the criteria set by the unit


GENERAL

• Actively participate in team building and divisional project exercises as they arise.
• Ensuring risk perspective, due diligence, due process, due regard, duty of care, return on time, quality assurance and compliance guides all actions.
• Contributes positively to ensure that KCL’s overall strategic business plan targets are met
• Projects a favourable and professional image at all times, maintaining loyalty and respect for KCL
• Providing superior quality customer service by being proactive and anticipating client needs to ensure that KCL’s client expectations are exceeded

Job Requirements:

• Degree in Management, Finance or related field
• 3 years’ working experience in related position
• A background in credit analysis would be an asset

Skills/Knowledge/Abilities:
Knowledge

• Proficiency in MS Office Suite, in particular Word, Excel, PowerPoint, and Access
• General knowledge of financial products

Skills

• Strong business writing skills
• Excellent communication, listening and interpersonal skills to facilitate effective communications with all stakeholders
• Sound presentation skills
• Keen organizational skills and high attention to detail
• Customer focused
• Negotiation & selling skills
• Superior administrative skills

Abilities

• Numeric abilities
• Ability to interpret financial statements
• Relationship building skills
• Analytical and research experience
• Capability to explain complex information clearly and simply
• Cross selling

Base Salary: $9,000 TTD/month

- 9,000 (TTD)

1 Jun, 2024 (33 days left)