Mô tả công việc
Financial Institution Relationship Management
- Develop and maintain long‑term relationships with a portfolio of financial institution clients by understanding their business strategies, financial objectives, and key areas of growth.
- Develop and execute client account plans covering relationship strategy, business opportunities, revenue potential, and targeted prospects.
- Identify and originate new business opportunities across financing, capital markets, Foreign Exchange, structured finance, advisory, and other relevant banking products.
- Work closely with internal product specialists, credit risk, legal & compliance, and operations teams to structure and execute transactions effectively.
- Develop tailored solutions addressing clients’ funding, liquidity, capital management, investment, risk management, and hedging requirements.
- Identify opportunities to deepen existing relationships and expand wallet share across relevant products and business lines.
- Monitor financial markets, industry developments, competitor activity, and regulatory changes affecting financial institutions in Vietnam.
- Translate relevant market and regulatory developments into meaningful insights and business opportunities for clients.
- Maintain a strong understanding of clients’ financial performance, credit profile, business strategy, ownership structure, and risk considerations.
- Lead the coordination of complex transactions, ensuring appropriate alignment across internal stakeholders and timely resolution of execution, documentation, regulatory, or operational matters.
- Maintain high standards of client coverage, account planning, pipeline management, and internal governance.
- Collaborate with regional and global teams where required to support cross‑border transactions and broader client opportunities.
- Undertake additional responsibilities as delegated by the Head of Treasury to support the strategic objectives of the Financial Institutions business.
Trade Finance & Treasury Services
- Support Business Product Management (BPM) in the delivery, enhancement and implementation of Transaction Banking solutions.
- Support BPM in tracking implementation milestones, dependencies and outstanding actions, assisting in identifying implementation issues and working with relevant stakeholders to drive resolution.
- Support cross‑functional projects, providing flexible support across client delivery activities in response to business priorities, client needs and evolving Transaction Banking activities in Vietnam.
- Provide day‑to‑day support to Cash Management, Traditional Trade and Client Service on client‑related activities.
- Handle and track day‑to‑day client service enquiries, monitor outstanding requests and proactively follow up to meet agreed SLA.
- Take ownership of assigned client requests from initiation to resolution, providing timely and accurate responses to clients, coordinating with relevant internal teams where additional information or action is required.
- Investigate service issues, identifying the relevant stakeholders and coordinate resolution for complex client requests.
- Maintain accurate records of client requests, taking actions and resolutions in accordance with internal procedures.
- Assist in coordinating internal meetings, management actions and follow‑up across relevant Transaction Banking stakeholders.
Regulatory Compliance
- Ensures compliance with local regulatory requirements and external auditors.
- Represents CIMB Bank to external constituents and stakeholders for Treasury related activities.
- Conduct all activities ethically in accordance with Policies and Procedures approved by the Management and the State Bank of Vietnam regulations.
- Any other responsibilities / task as assigned by management from time to time.
Ad‑hoc task
Any other responsibilities / task as assigned by Head of Treasury or managements from time to time.
Job Specification
- Bachelor's Degree or Professional Qualification in the relevant discipline (Accounting/Finance/Business/Economics/Financial Engineering).
- Specific certification or training on Treasury/ Dealing is preferred.
- Experience in FI RM with experience above 3 years.
- Experience in managing the daily treasury operations of a small bank.
- Preferably with 1 to 4 years of practical experience gained in similar type and size of treasury operation.
- Good grasp of basic FX, Interest Rate and Fixed Income technicalities.
- Well versed with local financial institution regulation on liquidity, capital and settlement.
- Strong numerical and analytical skills and an ability to solve problems.
- Good planning, organizing and problem solving skills.
- Good knowledge of Microsoft Office and Windows‑based computer applications.
- Ability to communicate in English and / or Vietnamese fluently.
- Strong communication skills are essential as part of the role.
- Professional conduct.
- Collaborative approach/ team work focus.
Company
With operations that span 15 different markets across the region, the opportunity to expand your experience, test your capabilities, and exhibit your resilience is ample. #teamCIMB is always keen to welcome the ones who are ready to make that very special difference – for themselves and the bank.
Yêu cầu kinh nghiệm
Bachelor's degree in accounting, finance, business, economics, or financial engineering; 3+ years FI relationship management experience; treasury operations experience; knowledge of FX, interest rates, fixed income, and local regulations; Microsoft Office proficiency; fluent English and/or Vietnamese.