Global Transaction Banking Sales Lead (Trade Finance) - HK & SG

Responsibilities: Achieve sales targets by identifying high-value opportunities, maintaining pricing discipline, and driving repeat business under established credit lines. Identify prospective clients and opportunities within the bank's target market, develop sales strategies, and create account plans for high-potential clients. Understand client needs through consultative selling, develop tailored trade finance solutions, and pitch proposals to secure mandates. Work with product teams to devel

Morgan McKinley - Hong Kong - Full time

Salary: HK$141k -150k pm

Responsibilities:
  • Achieve sales targets by identifying high-value opportunities, maintaining pricing discipline, and driving repeat business under established credit lines.
  • Identify prospective clients and opportunities within the bank's target market, develop sales strategies, and create account plans for high-potential clients.
  • Understand client needs through consultative selling, develop tailored trade finance solutions, and pitch proposals to secure mandates.
  • Work with product teams to develop, improve, or customize trade finance products based on client needs and market trends.
  • Ensure facilities are activated, utilized as planned, and continuously monitored for ongoing business opportunities.
  • Work closely with Coverage, Product, and Risk Management teams to prepare credit approvals, structure solutions, and drive implementation.
  • Maintain adherence to bank compliance frameworks, complete call reports, update pipelines, and track the deal lifecycle.
  • Stay updated on trade finance trends, client processes, and product innovations to provide expert guidance to clients and internal teams.
Requirements:
  • Bachelor's degree in finance, business, or a related field; additional certifications in trade finance are an advantage.
  • At least 10-12 years experience with proven track record in trade finance sales, with experience in both Documentary and Open Account trade products like LCs, guarantees, receivables financing, factoring, and structured trade finance.
  • Strong understanding of Greater China and Asian trade flows, including participation in other banks' trade programs.
  • Ability to engage with multinational corporations and regional conglomerates, understand their needs, and deliver tailored solutions.
  • In-depth knowledge of trade finance products, facility utilization, and cash solutioning.
  • Strong consultative selling, credit assessment, deal structuring, and presentation skills.
  • Experience working with cross-functional teams, including Coverage, Product, and Risk Management, to deliver successful outcomes.


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