Senior Officer, Corporate Relationship Management (40000960)

Job Purpose

Provide sales support to Relationship Managers or directly manage relationships with certain assigned enterprises in delivering products and services to clients in accordance with the Bank’s regulations, requirements, and standards

Key Accountabilities (1)

- Plan meetings and discussions with client groups to identify and explore their needs and financial management approaches, thereby providing and analyzing optimal solutions for clients.
- Collaborate with direct business units to develop partnerships or propose/recommend leadership involvement in sales activities.

- Propose the development of product solutions aligned with policy directions.
- Provide recommendations and participate in designing operational processes for implementing policies and preferential mechanisms for existing and potential clients, aiming to maintain and grow this client segment in the most effective way.

- Participate in developing ACP and defining actions to achieve ACP objectives together with the Relationship Manager (RM).

Key Accountabilities (2)

- Coordinate with relevant divisions/departments to ensure the best service delivery for clients.
- Report to senior management on identifying, controlling, and mitigating risks in client care and development for the specific client segment.

- Coordinate with Relationship Managers (RMs) and Head Office/Advisory units to prepare proposals and recommend suitable products and services for client advisory.
- Perform KYC checks on client information (inflows/outflows, CIC outstanding debt, collateral, industry, any adverse information, etc.).
- Prepare documentation and work with RMs to plan, schedule, and arrange client meetings.

- Engage regularly to strengthen connections and maintain long-term relationships with clients.
- Periodically update performance and develop action plans to achieve the Account Coverage Plan (ACP) for assigned clients.

- Ensure strong control over the debt quality across the entire managed client portfolio.
- Update the Account Coverage Plan (ACP) in case of changes in the client’s business plan that impact the annual exploitation strategy.

Key Accountabilities (3)

Self-Development:
- Participate in capability development training programs; build a personal development roadmap.

Corporate Culture:
- Understand and consistently apply organizational values and behavioral standards as prescribed by the Bank.

Success Profile - Qualification and Experiences

Professional Experience:
- Minimum 5+ years of experience working in a direct business unit serving corporate clients.
- Strong understanding of banking and corporate legal regulations, as well as bank policies, regulations, and products for corporate clients.
- Solid knowledge of the market, corporate client business operations, and key industries/sectors supported by the Corporate Banking Division.

Education & Qualifications:
- Bachelor’s degree in Business Administration, Finance & Banking, or Statistical Analysis.
English proficiency: As per TCB policy