CSG Relationship Manager

The CSG Relationship Manager is a seasoned professional role with a strategic focus on North Asia investment corridors, encompassing Mainland China, Hong Kong, and Taiwan. The incumbent applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. This role integrates subject matter and industry expertise within the North Asia financial landscape, requiring a deep understanding of regional business culture, market dynamics, and cross-border investment flows. The role requires an in-depth understanding of how areas collectively integrate within the sub-function, as well as the ability to coordinate and contribute to the objectives of the function and overall business. The incumbent evaluates moderately complex and variable issues with substantial potential impact, where development of an approach or taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Strong analytical skills are required to filter, prioritize, and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills — including culturally sensitive engagement with Chinese-speaking clients and stakeholders — are essential. The role regularly assumes informal/formal leadership within teams, is involved in coaching and training of new recruits, and has significant impact in terms of project size and geography by influencing decisions through advice, counsel, and/or facilitating services to others in the area of specialization.

Client Relationship Management Calls on clients to deepen relationships and proactively owns, responds to, uncovers, and anticipates future needs, roadblocks, risks, and expectations — with particular sensitivity to relationship-centric engagement norms prevalent in Chinese business culture (e.g., the role of guanxi in building long-term trust); Serves as the clients' primary contact point and is responsible for managing internal departments to address any customer service issues; Introduces solutions to clients in building and strengthening an effective portfolio, tailoring communication styles and engagement approaches to align with the preferences of Mainland Chinese, Hong Kong, and Taiwanese business counterparts; Maximizes client experience by proactively sharing market updates, trends, and intelligence, with a particular emphasis on North Asia macroeconomic developments, regulatory changes, and cross-border investment corridor dynamics. Business Development Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs, incorporating awareness of regional regulatory environments (e.g., HKMA, PBOC, FSC Taiwan); Identifies cross-sell opportunities to deepen and increase share of wallet across the North Asia investment corridor; Assists Senior Relationship Manager or Team Leader in the research and identification of prospective clients within the Greater China region; Networks with clients to identify avenues for new business opportunities, leveraging cultural fluency and local market insight to build trust-based relationships; Drives innovation in the solutions provided to clients and further develops business where necessary and appropriate within the North Asia corridor context; Must have a sharp business development focus and demonstrate innovative approaches to meeting client needs across diverse cultural contexts. Deal Structuring & Credit Supports Senior Relationship Managers in structuring deals that balance risk and reward, including cross-border transactions specific to the China–Hong Kong–Taiwan investment corridor; Prepares and oversees new transaction submissions and annual reviews for submission to in-business credit lending management and the independent risk department;