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Shanghai - Desk FI - RM

Date: Nov 16, 2021

Location: Shanghai, CN

Company: Intesa Sanpaolo Group

Intesa Sanpaolo is the banking group leader in Italy. Assisting more than 11,1 milion of retail customers through a network of 4400 branches, it significantly supports the development of Companies and gives an important sustain to the country's growth. The Group has a selected retail banking presence in Central and Eastern Europe, the Middle East and North Africa, with approximately 1,200 branches and 7.8 million customers in 12 countries. Intesa Sanpaolo is also present in 29 countries in support of its corporate customers’ cross-border business. It is looking for new qualify profiles who want to face demanding and challenging career path with the following requirements:IMICIBWO

Scope and Purpose

1) Marketing of FI and trade finance to Chinese Banks
2) Management of bank relations in China
3) Promotion of Intesa Sanpaolo Italian network for domiciliation of LC's
4) Promotion of Intesa Sanpaolo clearing services
5) Resolve Chinese bank issues for Italian network and HO

In Branch
-Forfaiting
1)      Receive calls from Chinese seller banks
2)      Agree price in principle
3)      Receive copies of LC, Acceptance, Invoice and Bill of Lading
4)      Prepare forfaiting request form and send to Head office
5)      Upon receipt of approval, confirm with Chinese bank, indicate agreed pricing on form and pass file to Operations dept.

 -Refinancing 
1)      Receive request from Chinese bank
2)      Agree pricing (subject to management guidelines) 
3)      Prepare and send the refinancing advice form to Head office
4)      Pass file to Operations dept.
*for Indian banks refinancing - prepare and send application letter to H.O. for final authorization and then pass file to operation dept. upon receipt of approval 
              
 -L/C confirmation
1)          Prepare and send application letter to H.O. for final authorization
2)          Upon receipt of approval from H.O, pass file to Operation dept.

-Statistics
Preparation of monthly statistics for trade finance
Forfaiting -- summary and YTD details
Refinancing --   summary and YTD details

Required Experience

Candidates should have min 5 years work experience in related area

Required Qualifications, Skills and Knowledge

- Candidate should be Degree holder 
- Strong initiative, communication, interpersonal and client marketing skills
- Sound analytical and documentation capability
- Solid knowledge in trade finance & corresponding banking
- Solid network of primary financial institutions operating in the market
- Strong team work approach
- Strong adaptability and flexibility
- Written and spoken fluency English & Mandarin.
- Develop and maintain sound relationships with PRC banks in the designated areas 
- Proactively work with clients and other RMs to understand clients requirements and promote the Bank's products and services to expand business cooperation with the clients 
- Liaison with H.O. product and relationship team to identify and deliver new business opportunities 
- promote client service to ensure highest level of customer satisfaction

Everyone is an asset for our Group and that person could be you! Check out our job opportunities, apply and join our team!