Global Relationship Manager/Head
Industrial and Commercial Bank of China
Total years of experience :9 years, 10 Months
Managing the Financial Institutions desk which involves developing existing/new business relations with financial institutions and strategy formulation. Team management.
In charge of developing the NBFI sector in EMEA and identifying trade finance, syndication and treasury opportunities
Identifying cross-selling opportunities while liaising with clients, accomplishing their needs and building positive relations.
Enabling business development while selling/structuring trade finance, syndication (lending), treasury products (FX, swaps, money market, trade investments and CDs), DCM (MTN bonds and securitisation) and cash management (RMB/CNY).
Redeveloping the relationship model while striving towards rationalisation/segmentation, gap analysis and competitive intelligence. Creating Bank wide procedures and policies for the Institutional Banking department
Effectively negotiating fees/pricing/credit and loan agreements and preparing term sheets; drafting credit proposals, working on financials and presenting proposals in credit committees.
Instrumental in the launch of an EMTN (Bond) programme and a CD programme. Spearing the relationship management team and coordinating the KYC client due diligence process.
Overseeing integration process and operational requirement of regulation including Mifid, Fatca and client onboarding.
Devising funding strategies (EMTN and CD) and steering cross-selling activities via existing and new FI relations, thus adding value to the business. Restructuring client relationship model and directing market data and competitive intelligence.
MBA, Specialising in Management and Finance, University of Hull, UK 2002 – 2003