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VP, Transaction Banking, Coordinator - Corporate Banking (Welcome Trade Sales & Trade Operations)

Job title: VP, Transaction Banking, Coordinator - Corporate Banking (Welcome Trade Sales & Trade Operations)
Contract type: Permanent
Location: Hong Kong
Specialisation:
Reference: HK_BNK_001318[627]
Contact details: KELVIN LAM
Contact email: kelvin.lam@jac-recruitment.com
Job published: about 2 months ago

Overview

Our Client is a foreign bank, they are looking for candidate to join as a VP, Transaction Banking, Coordinator - Corporate Banking (Welcome Trade Sales & Trade Operations)


Responsibilities

  • To discuss and agree with relationship managers on names to grow existing TB businesses and the action steps;
  • To co-ordinate with TB sales as and when new TB opportunities are identified that require solutioning;
  • To engage other middle or back office when liaising with the customers and relationship managers to solve TB related issues;
  • To cross-sell to existing TB customers other TB services, e.g. getting operating accounts from existing trade customers, etc.;
  • Review existing client portfolio with relationship managers and priorities customers to develop TB revenue;
  • Liaise and interact with existing customers on calling program (customer visits, phone calls, etc.);
  • Periodic assessment on the revenue development status and decides if customer rotation will be required in order to maximise portfolio revenue potential.

Requirements

  • Bachelor Degree Holder in Accounting and Finance, or Business-related disciplines;
  • Minimum 5 years' experience in Trade customer services, operations, or middle offices in banking industry, preferably with experience in working in mid-cap, large HK local corporates and MNC segments;
  • Transaction banking knowledge on cash management, trade services and FX is desirable;
  • Understanding the basics of financial statements;
  • Excellent communication and presentation skills with client facing experiences;
  • Proficient in major application software such as Word, Powerpoint, Excel, etc.
  • Fluent in Cantonese and English.

Personal data collected will be used for employment-related purpose only. We regret to inform that only shortlisted candidates will be notified.

 

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