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Holland FinTech
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Relationship Manager

XTransfer B.V.

XTransfer B.V.

Customer Service, Sales & Business Development
Shanghai, China
Posted on Thursday, February 8, 2024

Job Description:

  • Manage partnerships with existing financial institutions to review success factors and hold periodic meetings to facilitate compliance communication, product enhancement, operation optimization, marketing, etc.
  • Assist the FI team in the Know Your Customer (Including Customer Due Diligence, FATCA/CRS, etc.) and account opening process.
  • Assist FI team to ensure project deliverable in terms of channel integration and optimization are executed with quality and timely in close cooperation with relevant internal teams.
  • Swiftly act on clients requests by directing them to the relevant party and follow up.

The Successful Applicant

  • Previous experience (2-3 years) in a comparable role within the banking sector focused on Financial Institutions clients and/or with one or more relevant banking products for FIs (e.g. Transaction Services, Financial Markets, etc.)
  • Ambitious professional with Bachelor’s or Master’s degree.
  • Solid interpersonal skills, logical thinking and analytical skills
  • Problem solving attitude
  • Good representative of the team, both internally and externally
  • Highly organized and able to manage multiple priorities, enjoys working in a fast-paced and dynamic environment
  • Fluency in English, both spoken and written
  • This role is based in Shanghai