GLOBAL BANKER ANALYST I

We are looking for a seasoned Global Relationship Manager to manage a portfolio primarily composed of Tier 1 Taiwanese listed companies within the TMT, Renewable, and Traditional industries, alongside prominent multinational corporations (MNCs). The successful candidate will focus on intensifying client engagement, increasing product utilization, and facilitating cross-border business initiatives, particularly within strategic markets. Key objectives include identifying new revenue streams within existing accounts and expanding the portfolio through targeted new client acquisition.

Key Responsibilities

• Serve as the primary relationship lead for clients' day-to-day transactional requirements.

• Enhance client partnerships by assessing specific needs and broadening product adoption.

• Foster growth through the proactive delivery of bespoke financial solutions.

• Coordinate internally across cross-functional and cross-border teams to ensure seamless service delivery. 

• Oversee client onboarding, KYC lifecycle management, and operational support.

• Lead the preparation of credit proposals for new facilities and annual credit renewals. 

• Present credit cases and portfolio updates to the credit committee both verbally and in writing.

Qualifications and Skills

• 5–8 years of experience in relationship management or product sales in the financial sector.

• Bachelor’s degree (or higher) in Finance, Business, or a related discipline.

• Fluency in written and spoken English.

• Strong communication and interpersonal capabilities.

• Independent problem-solving skills and the ability to articulate complex concepts.

• Proven track record in identifying growth opportunities and driving revenue.

• Solid grasp of trade finance, global market products, and KYC/compliance protocols.

• Advanced skills in creating professional presentations and slide decks.

• Expertise in Taiwanese sectors such as TMT, Renewables, or Traditional industries is a plus.

• Prior experience with client onboarding in Hong Kong, Singapore, or LATEM region is an advantage.