Corporate Rank: Senior Associate (SA) to Assistant Vice President (AVP)
Location: FIG Department, Beijing, China
Reporting To: Team Lead, Financial Institutions
Key Accountabilities
Portfolio Management: Drive and actively manage the assigned credit and client relationship portfolios within approved risk parameters.
Revenue Generation: Meet corporate business targets through strategic account structuring, transaction management, and proactive cross-selling initiatives.
Product Collaboration: Partner with Global Transaction Services (GTS) and Global Markets teams to expand client wallet share across institutional cash, trade, and treasury derivatives.
Regulatory Governance: Ensure complete adherence to internal risk management frameworks and strict compliance with local banking regulations.
Job Duties & Responsibilities
Relationship Cultivation: Build and maintain key client’s relationships across key Financial Institution clients to originate strategic banking transactions.
Ecosystem Orchestration: Serve as the primary, seamless intermediary between external clients, internal product groups, and backend operational support units.
Credit Analysis: Structure and compile complex credit proposals, write data-driven credit reports, and handle timely annual credit reviews.
Market Origination: Proactively pitch, market, and structure bespoke capital markets, trade finance, and treasury hedging solutions to institutional prospects.
Risk & Compliance Management: Execute robust first-line Customer Due Diligence (CDD), KYC protocols, and transaction monitoring to eliminate financial crime risks.
Experience & Core Knowledge
Industry Tenure: Minimum of 3 years of progressive corporate or institutional relationship banking experience within the Financial Institutions sector.
Sector Expertise: Deep domain knowledge of Banks and Non-Bank Financial Institutions (NBFI), with explicit focus on the securities, asset management, and public/private fund segments.
Product Proficiency: Strong familiarity with FICC (Fixed Income, Currencies, and Commodities), structured derivatives, transaction banking, and master documentation frameworks such as ISDA, GMRA, or GMSLA.
Regulatory Acumen: Up-to-date, fluent understanding of China’s financial market policies, macroeconomic regulations, and compliance standards.
