Relationship Manager (CASA, Client Onboarding, Financial Services)

Job Responsibilities:

• Identify and onboard new corporate clients to expand the Bank’s funding portfolio, with emphasis on current accounts and fixed-term placements.
• Participate in networking sessions, industry events, and association engagements to build market connections and generate business opportunities.
• Arrange and conduct meetings with prospective corporate clients for business discussions, relationship development, and account onboarding.
• Introduce and promote digital banking solutions to corporate customers to enhance accessibility and service experience.

• Manage the full corporate account onboarding cycle, including documentation review, due diligence checks, and coordination with relevant internal stakeholders.

• Provide guidance on digital transaction features, security practices, and online banking benefits.
• Liaise with internal Digital Banking and system support teams to facilitate smooth onboarding and address service matters.

• Track and report acquisition activities, pipeline progress, and performance metrics.
• Share market intelligence, competitor insights, and client feedback to contribute to business planning.

Job Requirements:

• Bachelor of Degree in Business, Finance, Economics or equivalent.
• With 2 - 4 years of working experience in a Financial Institution as a Relationship Manager or Client Acquisition Capacity would be advantageous.
• Strong understanding of corporate banking products and funding solutions.
• Strong communication and stakeholder management skills, to engage corporate clients effectively.

HOW TO APPLY:

Interested applicants, please click on “Apply Now”. We regret only shortlisted candidates will be notified.

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