About this role
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Relationship & Portfolio Support
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Partner with RMs to manage and nurture relationships with top-tier corporate clients and conglomerates.
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Serve as a secondary point of contact for day-to-day client operational needs and inquiries.
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Coordinate with product specialists (Cash, Trade, Treasury & Markets) to support cross-selling and revenue growth.
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Credit & Loan Administration
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Assist in preparing Credit Memo/ Annual Reviews in line with relevant policies.
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Coordinate end-to-end loan drawdowns, facility setup, and documentation with CCU and Loan Operations.
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Monitor portfolio health, including credit utilization, past-dues, covenant tracking, and temporary deviations.
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Onboarding & Compliance
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Execute rigorous KYC, CDD, and AML checks for new onboarding and periodic reviews.
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Ensure strict adherence to internal compliance, risk controls, and regulatory requirements.
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MIS & Administration
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Maintain accurate tracking of pipeline, revenue performance, and portfolio reports.
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Assist with audit checklists, self-assessments, and administrative workflows.
Location
A12 - 17F (Taiwan)
Job:
Relationship Management
Schedule:
Regular
Employee Status:
Full time