Banking Services

Corporate Banking - Part 2 (2022)

Overview

This eCourse consists of two modules. Module 1 provides an overview of the various products that banks, and some nonbanks, provide to corporate banking customers. Coverage includes an explanation of the factors that differentiate the various products in terms of how they meet customers’ banking needs, how they generate revenue, and how they create risk. Based on these characteristics, products fit into a number of different product categories, such as short- and longer-term finance, details of which are explained.

Module 2 describes in detail the functions of a bank’s corporate banking relationship management teams and the role of relationship managers (RMs) within those teams. Corporate banking clients are managed on a relationship basis. This means that an individual, known as a relationship manager, is given responsibility for engaging with a potential new client (prospect) or an existing client.

Objective

On completion of this course, you will be able to:
- Identify the characteristics that help determine the different corporate banking product categories
- Recognise the key features of funded credit products and how they differ from unfunded products
- Identify the range of noncredit products offered by corporate banking businesses
- Recognise how the role and objectives of relationship management in a corporate banking environment are driven by a bank’s strategy and structure
- Identify the main functions of relationship management in a corporate banking operation and the role of relationship managers within that function

Content Highlight

Module 1: Corporate Banking Products - An Introduction
Topic 1: Overview of Corporate Banking Products
Topic 2: Funded Credit Products
Topic 3: Other Products

Module 2: Corporate Banking - Relationship Management
Topic 1: Relationship Management & Bank Strategy
Topic 2: Functions of Relationship Management

Administrative Details

Code
TEPBS22005701
Venue
ePlatform
Relevant Subject
Others
Language
English
Hours
SFC:1.50, PWMA:1.50
Fees
All Member: HKD450
Non-Member: HKD675
Staff of Corporate Member: HKD450