Assistant Relationship Manager, NBFI
at OCBC Futures Investment (Hong Kong) LimitedCE AAE438
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Firm profile
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Job description
WHO WE ARE:
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
What you will be doing:
Portfolio Support: Assist Relationship Managers in managing and growing a portfolio of assigned clients to achieve team KPIs.
Credit Execution: Under the guidance of Senior Relationship Manager, support the full credit process, including drafting term sheets, preparing high-quality credit application reports for approval, handling loan documentation, and ensuring timely post-disbursement monitoring and annual credit reviews.
Client Onboarding: Take the lead on the account opening process, including KYC/AML collection and coordinating with compliance and middle-office teams.
Cross-Selling Coordination: Under the guidance of Senior Relationship Manager, liaise with internal product partners (Transaction Banking, Sustainable Finance, Capital Markets, Treasury) and regional offices (Singapore, China) to help execute cross-sell mandates and client requests.
Administrative Excellence: Handle ad-hoc tasks and reporting of the team, including market research, data analysis, and maintaining internal management systems.
What we are looking for:
Experience: Minimum 3–5 years of NBFI/corporate banking experience, specifically in credit analysis or relationship support roles.
Education: University degree in Business, Accounting, Finance, Economics, or related disciplines. Progress toward CFA, CPA, or relevant professional qualifications is an advantage.
Technical Skills: Solid knowledge of credit analysis, financial statement modelling, and banking products.
Soft Skills: Strong communication and interpersonal skills to build rapport with clients and internal stakeholders; highly organized with the ability to handle multiple tasks under tight deadlines.
Language: Proficiency in spoken and written English, Cantonese, and Mandarin.
Regulatory: Hold/eligible for ECF-CRM qualifications.
Innovation: Proficiency in AI applications and data tools to enhance everyday workflow efficiency.
For people with less experience, the role - Assistant Relationship Manager will have a clear path to become relationship manager and is suitable for candidate who has high aspiration to make an impact in the field of NBFI/corporate banking
What we offer:
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Licensed entities behind this employer
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5 licensed staffLicence types 2
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Bank of Singapore LimitedCE ALB1350 licensed staffLicence types 1, 4, 9
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OCBC Bank (Hong Kong) LimitedCE AAC0830 licensed staffLicence types 1, 9
Check the firm's licence types, headcount trend and where its people come from and go before you apply.
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