Banking Services

Corporate Banking - Part 3


This eCourse consists of two modules. Module 1 describes in detail the end-to-end process from initial engagement with a corporate customer until credit facilities are put in place and drawn down. It also covers the means by which relationship managers monitor customer and account performance on an ongoing basis. Finally, the module takes a look at the topic of portfolio management and explains, using a sample portfolio, how a relationship manager can assess and take actions to improve portfolio performance.

Module 2 focuses on term finance, which refers to any form of loan where a repayment period in excess of one year is warranted. The features of the various term finance products are described in detail, as well as their provision by multiple lenders through club deals and syndicated loans. Finally, the module looks at term finance product risks and outlines how these risks can be mitigated, monitored, and managed.


On completion of this course, you will be able to:
- Identify the various stages of the customer engagement process and the role of relationship managers in that process
- Recognize the role and responsibilities of relationship mangers in relation to monitoring customers
- Identify the measures used by relationship mangers to assess portfolio performance
- Define term finance and identify the business needs that term finance products can meet
- Differentiate between the main types of term finance products, including term loans, real estate (property) loans, and project finance
- Identify the main risks associated with term finance and how these risks can be mitigated


Module 1: Corporate Banking Relationship Management in Practice
Topic 1: Customer Engagement
Topic 2: Monitoring
Topic 3: Portfolio Management

Module 2: Corporate Banking Products - Term Finance
Topic 1: Basics of Term Finance
Topic 2: Term Finance Products
Topic 3: Product Risks


Relevant Subject
SFC:2.50, PWMA:2.50
Staff of Corporate Member: HK$765
Non-Member: HK$1115
All Member: HK$765