Senior Analyst - Client Coverage Team

  • HKD35000 - HKD48000 per month + Fringe
  • Hong Kong Hong Kong Hong Kong HK
  • Temporary, Full time
  • Robert Walters Hong Kong
  • 10 Apr 18 2018-04-10

Role Overview: The senior analyst - client coverage team will provide support to the financial institutional group (FIG) team in marketing, deal execution and handling client's daily enquiries on transaction needs such as main client file information, database management, and preparing pitch books/strategy documents. This is a 6 month contract with possible renewal.

Key Responsibilities:

  • Provide continuous support to the financial institutional group (FIG) team in order to satisfy client's daily transactions requirements, enquiries and documentation needs
  • Follow-up with other departments on credit / facility requests to ensure clients' requests are met on timely manner
  • Complete all necessary financial institutional group (FIG) reporting deal pipeline reports to all key stakeholders
  • Ensure all client call action points are completed in timely manner by relevant client coverage officer
  • Participate and assist in market intelligence gathering and financial analysis conducted on clients and their industries / markets to help identify potential opportunities and risks
  • Assist KYC On-Boarding team as necessary to ensure timely on-boarding of financial institutional group (FIG) clients
  • Identify opportunities for continuous improvement of systems, processes and practices while taking into account leading finance practices, improvement of business processes, cost reduction and productivity improvement
  • Follow all relevant company's policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner
  • Assist in the preparation of timely and accurate reports to meet the financial institutional group team's requirements

Key Skills:

  • Degree in Business, Accounting, Finance or relevant discipline
  • At least 2 years of working experience in banking
  • Must have strong PowerPoint presentation and excel modelling/ database management skills
  • Must have client file management experience
  • Ability to work under pressure and adjust quickly to changing priorities
  • Ability to analyse and research information
  • Good communication and interpersonal skills
  • Ability to work independently and collaboratively as a team player
  • Highly Proficient in MS Word (Advanced), Excel (Advanced) and PowerPoint (Advanced)
  • Proficient in spoken and written Mandarin (incl PC typing) and English

Company Overview:

This is one of the world's largest financial institutions.