Relationship Manager, Financial Institutions Group**
Crédit Agricole CIB
Hong Kong, China

Job summary

This position will be under the Employee Referral Program in Hong Kong.

Department : Global Coverage

Team : Financial Institutions Group


Assist in managing a portfolio of Banks, Non-Bank FIs and SSA relationships mainly located in Hong Kong under the supervision of Senior FIG Banker.

Key Responsibilities

  • Assist senior FIG banker to act as Primary Relationship Manager in managing a portfolio of Banks, Non-Bank FIs and SSAs based in Hong Kong, Macau, Philippines and Vietnam.
  • To act as Local Relationship Manager for a portfolio of branches or subsidiaries of Chinese and Foreign Banks located in Hong Kong.
  • Closely collaborate with the Global Markets Department on business development of the assigned portfolio with focus in FICC and DCM business, and support cross-selling of other CACIB’s business lines (e.
  • g. Structured Finance, Transaction Banking, Syndicated loans, and Sustainable Finance).

  • Facilitate client access to other Branches and Units within CACIB global network, as well as other CA Group companies i.
  • e. CACEIS for custodian and fund administration, CA Indosuez for private banking and Amundi for asset management as appropriate.

  • Assist in coordination of customer KYC process with Onboarding team, and documentation negotiation process such as ISDA / CSA, GMRA with Credit Coordination and Legal departments.
  • Assist in preparing annual credit review and collaborate with Risks department on credit monitoring and overall portfolio risk management.
  • Prepare briefing memo, call reports, periodic performance reports and other ad-hoc reports.
  • Role requires some travel to visit clients in designated areas of responsibility
  • Personal data provided by job applicants will be used strictly in accordance with the employer’s personal data policies, a copy of which will be provided immediately upon request.

    La version française est disponible sur demande à votre RH locale

    Candidate criteria

    Minimal education level

    Bachelor Degree / BSc Degree or equivalent

    Academic qualification / Speciality

  • Degree holder, preferably in Accountancy / Finance / Business Administration or relevant discipline
  • HKSFC Type 1 & 4
  • Level of minimal experience


  • Minimum 3 - 5 years relevant experience in financial institutions relationship management
  • Relevant Internship experiences in FIG / Sales with good understanding of Global Markets preferred
  • Required skills

  • Strong relationship management, communication, analytical and interpersonal skills
  • Self-motivated, capacity to work independently under pressure and take accountability for results
  • Motivated
  • Good communicator
  • Innovative
  • Team Oriented
  • Technical skills required

  • IT literate
  • Mathematically minded
  • Extensive market knowledge
  • Languages

    Fluent in both written and spoken English. Cantonese and Mandarin required.


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