Assistant Manager/Manager, Cross-border Business

Key Responsibilities

• Handle customer referral needs from Mainland Branches and collect customers banking service needs to coordinate with relevant Hong Kong teams to provide solutions
• Participate the line-up meetings with customers during the referral process
• Collect and consolidate relevant referral template and document from branches
• Liaise and communicate closely with branches to promote intra-group linkage
• Introduce local PB's services to Mainland branches or relevant personnel within the group
• Prepare relevant training and communication materials as well as assist in cooperating with marketing activities in the mapped region and branches
• Make business development recommendations
• Establish a network of contacts to attract new customer referrals
• Develop, analyze and evaluate sales strategies, maintain and expand referral sources
• Work closely with the sales team to recommend customers and predict the number of account openings
• Provide administrative support to the sales team to ensure a smooth customer referral and account opening process
• Proactively raise questions or concerns when adverse situations are observed to avoid risks or impact on customers
• Manage Cross-border business portfolio and alert management of business trend and proactively identify possible risks and opportunities
• Coordinate on business event and launch plan to tie in with business focus, target customers and market demand where profitable opportunities are identified.
• Bringing industry best practice and using critical thinking to challenge the status-quo and come up with break-through solutions

Requirements

• Degree holder or equivalent preferred
• Preferably 3 years of relevant cross-border business experience, prior work experience in Beijing / Northern China and banking would be an advantage
• Willingness to travel frequently for business
• Familiarity with the regulatory environment, banking processes, operation system and frontline sales process.
• Strong connection and knowledge of Mainland Chinas retail and private banking services.
• Excellent analytical, interpersonal, problem solving and communication skills.
• Good command of written and spoken English and Chinese. (Native Putonghua speaker preferred)