188 Banking Sales jobs in Hong Kong
Banking Sales Officer
Posted today
Job Viewed
Job Description
Job Purpose
To drive and accelerate the growth of insurance business by strategically partnering with branch networks and Relationship Managers. This role is responsible for achieving sales targets, cultivating a strong insurance sales culture, developing the sales team's capabilities, and ensuring the highest standards of compliance and customer-centricity.
Key Responsibilities
Sales & Business Development:
- Exceed ambitious insurance sales targets through effective collaboration with a designated team of Customer Relationship Managers (CRMs) and branch staff.
- Develop and execute tactical sales programs and initiatives to penetrate the affluent customer segment.
- Analyze market trends and customer data to identify new opportunities for need-based selling and product innovation.
coaching & Capability Building:
- Train, coach, and mentor branch sales staff and CRMs to enhance their proficiency in cross-selling a diverse range of insurance products.
- Empower the sales team to confidently articulate product features and benefits, aligning them with individual client financial plans.
- Foster a robust and proactive culture of insurance advisory within the branch network.
Compliance & Risk Management:
- Act as a key advocate for the Group's Compliance policy, ensuring all sales activities adhere to regulatory standards and internal guidelines.
- Proactively identify and manage compliance risks within the sales process.
- Ensure adequate compliance resources and training are available for the sales team, optimizing relations with regulators.
Customer & Stakeholder Engagement:
- Maintain a deep customer-centric approach, ensuring the delivery of exceptional, high-quality service that builds long-term client relationships.
- Effectively manage complex customer interactions and provide expert support to the frontline team.
- Build strong, collaborative relationships with key internal stakeholders (e.g., Branch Managers, Product Teams, Compliance).
Qualifications and Experience
- Bachelor's degree in Finance, Business, Economics, or a related discipline.
- Professional qualifications such as CFA, CFP, or CFMP are highly preferred.
- Experience: 3 to 5 years of proven and successful experience in insurance sales, preferably within a banking environment.
- Languages: Full professional proficiency in English, Cantonese, and Putonghua is essential.
Competencies and Personal Attributes
- Driven and Results-Oriented: Possess strong self-motivation and a relentless drive to succeed, with a proven ability to perform under pressure.
- Exceptional Communicator: Outstanding communication, interpersonal, and influencing skills to engage effectively with staff, clients, and regulators.
- Strategic Thinker: Strong analytical and problem-solving skills with a keen sense of situation awareness.
- Agile Learner: Demonstrated adaptability and a strong desire to learn and excel in a fast-paced, agile environment.
- Inspiring Team Player: A natural advocate for openness and teamwork, capable of creating cohesion and inspiring high performance in others.
- Customer-Centric: A dedicated commitment to understanding and fulfilling customer needs with exceptional service.
VP – Transaction Banking Sales
Posted 3 days ago
Job Viewed
Job Description
Overview
This is an exciting opportunity to join Barclays as a VP – Transaction Banking Sales based in Hong Kong, with a focus on Trade and Working Capital Origination and Cash Management Solutions. You will play a key role in driving revenue growth by delivering integrated transaction banking solutions to the clients across the region. You will also be responsible for identifying client needs, structuring bespoke trade and cash solutions, and collaborating with internal stakeholders to deepen client relationships and increase Barclays’ share of wallet in the transaction banking space.
Key Responsibilities- Originate and structure Trade Finance and Cash Management solutions tailored to client working capital and treasury needs, delivering bespoke transaction banking proposals.
- Cover a portfolio of International Corporates, Financial Institutions Groups, experience working with large Chinese local corporates and MNCs is a strong advantage.
- Partner with Relationship Managers and Product Specialists to deliver holistic transaction banking proposals.
- Manage a robust pipeline of opportunities and ensure accurate reporting to senior stakeholders.
- Provide product expertise across documentary trade, supply chain finance, liquidity management, collections, and payments.
- Stay abreast of market trends, regulatory changes, and client treasury practices to inform solution design.
- Ensure all activities comply with internal risk, control, and governance frameworks.
To be successful for the role, candidates should possess the following skills or experience:
- Minimum 5 years of front-office experience in Trade Finance and Cash Management, with a strong understanding of transaction banking products.
- Proven ability to pitch and structure end-to-end working capital and liquidity solutions for multinational clients.
- Solid knowledge of cash management products, including payables, receivables, liquidity structures, virtual accounts, and host-to-host integration.
- Familiarity with treasury operations, payment systems, and regulatory environments across Asia.
- Excellent understanding of ICC rules, operational procedures, and trade documentation.
- Fluent in Mandarin/Cantonese, and English to effectively engage with clients across Greater China.
- Trade Finance or Cash Management certifications (e.g., CDCS, CTP) and regional experience in Asia are highly desirable.
- Comfortable navigating Corporate & Investment Banking structures and collaborating across functions.
Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.
Purpose of the roleTo generate revenue and promote the bank's diverse product and service offerings to various customer segments.
Accountabilities- Identification of potential customers, analysing their needs and preferences, and staying abreast of emerging market trends and competitor strategies.
- Creation of detailed profiles for target customer segments, outlining their demographics, financial habits, and pain points to tailor sales approaches and product recommendations.
- Relationship management of potential and existing customer relations through the execution of high-quality customer support, by responding to queries and resolving issues, gaining their customer trust, and understanding their financial goals and challenges.
- Understanding of the features, benefits, risks, and compliance requirements of various banking products and services offered. Understanding of the key features, benefits, risks, enhancements, and regulatory requirements of new and existing banking products, and communicate insights clearly to potential customers to address their financial needs.
- Development of compelling sales pitches and proposals that showcase the value proposition of the bank's offerings to convert leads into customers, and negotiation of terms that are beneficial for both the client and the bank.
- Collection and analysis of customer feedback on various products, services, and overall experience, to support the development of reports that communicate key findings to relevant stakeholders, to inform product development and sales strategies.
- Monitoring of lead conversion rates, customer acquisition costs, and other relevant metrics to assess sales performance and identify areas for improvement.
- To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures.
- If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.
- If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
- OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.
- Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
- Manage and mitigate risks through assessment, in support of the control and governance agenda.
- Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
- Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
- Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
- Adopt and include the outcomes of extensive research in problem solving processes.
- Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
Seniority level- Mid-Senior level
- Full-time
- Sales and Business Development
- Industries
We’re not listing location-specific postings here. If you are interested in similar roles, consider exploring other opportunities within Barclays.
#J-18808-LjbffrVP – Transaction Banking Sales
Posted today
Job Viewed
Job Description
This is an exciting opportunity to join Barclays as a VP – Transaction Banking Sales based in Hong Kong, with a focus on Trade and Working Capital Origination and Cash Management Solutions. You will play a key role in driving revenue growth by delivering integrated transaction banking solutions to the clients across the region. You will also be responsible for identifying client needs, structuring bespoke trade and cash solutions, and collaborating with internal stakeholders to deepen client relationships and increase Barclays' share of wallet in the transaction banking space.
Key Responsibilities
- Originate and structure Trade Finance and Cash Management solutions tailored to client working capital and treasury needs, delivering bespoke transaction banking proposals.
- Cover a portfolio of International Corporates, Financial Institutions Groups, experience working with large Chinese local corporates and MNCs is a strong advantage.
- Partner with Relationship Managers and Product Specialists to deliver holistic transaction banking proposals.
- Manage a robust pipeline of opportunities and ensure accurate reporting to senior stakeholders.
- Provide product expertise across documentary trade, supply chain finance, liquidity management, collections, and payments.
- Stay abreast of market trends, regulatory changes, and client treasury practices to inform solution design.
- Ensure all activities comply with internal risk, control, and governance frameworks.
You may be assessed on key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, as well as job-specific technical skills.
To be successful for the role, candidates should possess the following skills or experience:
- Minimum 5 years of front-office experience in Trade Finance and Cash Management, with a strong understanding of transaction banking products.
- Proven ability to pitch and structure end-to-end working capital and liquidity solutions for multinational clients.
- Solid knowledge of cash management products, including payables, receivables, liquidity structures, virtual accounts, and host-to-host integration.
- Familiarity with treasury operations, payment systems, and regulatory environments across Asia.
- Excellent understanding of ICC rules, operational procedures, and trade documentation.
- Fluent in Mandarin/Cantonese, and English to effectively engage with clients across Greater China.
- Trade Finance or Cash Management certifications (e.g., CDCS, CTP) and regional experience in Asia are highly desirable.
- Comfortable navigating Corporate & Investment Banking structures and collaborating across functions.
Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.
Purpose of the role
To generate revenue and promote the bank's diverse product and service offerings to various customer segments.
Accountabilities
- Identification of potential customers, analysing their needs and preferences, and staying abreast of emerging market trends and competitor strategies.
- Creation of detailed profiles for target customer segments, outlining their demographics, financial habits, and pain points to tailor sales approaches and product recommendations.
- Relationship management of potential and existing customer relations through the execution of high-quality customer support, by responding to queries and resolving issues, gaining their customer trust, and understanding their financial goals and challenges.
- Understanding of the features, benefits, risks, and compliance requirements of various banking products and services offered. Understanding of the key features, benefits, risks, enhancements, and regulatory requirements of new and existing banking products, and communicate insights clearly to potential customers to address their financial needs.
- Development of compelling sales pitches and proposals that showcase the value proposition of the bank's offerings to convert leads into customers, and negotiation of terms that are beneficial for both the client and the bank.
- Collection and analysis of customer feedback on various products, services, and overall experience, to support the development of reports that communicate key findings to relevant stakeholders, to inform product development and sales strategies.
- Monitoring of lead conversion rates, customer acquisition costs, and other relevant metrics to assess sales performance and identify areas for improvement.
Vice President Expectations
- To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures.
- If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.
- If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
- OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.
- Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
- Manage and mitigate risks through assessment, in support of the control and governance agenda.
- Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
- Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
- Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
- Adopt and include the outcomes of extensive research in problem solving processes.
- Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
VP – Transaction Banking Sales
Posted 3 days ago
Job Viewed
Job Description
This is an exciting opportunity to join Barclays as a VP – Transaction Banking Sales based in Hong Kong, with a focus on Trade and Working Capital Origination and Cash Management Solutions. You will play a key role in driving revenue growth by delivering integrated transaction banking solutions to the clients across the region. You will also be responsible for identifying client needs, structuring bespoke trade and cash solutions, and collaborating with internal stakeholders to deepen client relationships and increase Barclays’ share of wallet in the transaction banking space.
Key Responsibilities- Originate and structure Trade Finance and Cash Management solutions tailored to client working capital and treasury needs, delivering bespoke transaction banking proposals.
- Cover a portfolio of International Corporates, Financial Institutions Groups, experience working with large Chinese local corporates and MNCs is a strong advantage.
- Partner with Relationship Managers and Product Specialists to deliver holistic transaction banking proposals.
- Manage a robust pipeline of opportunities and ensure accurate reporting to senior stakeholders.
- Provide product expertise across documentary trade, supply chain finance, liquidity management, collections, and payments.
- Stay abreast of market trends, regulatory changes, and client treasury practices to inform solution design.
- Ensure all activities comply with internal risk, control, and governance frameworks.
To be successful for the role, candidates should possess the following skills or experience:
- Minimum 5 years of front-office experience in Trade Finance and Cash Management, with a strong understanding of transaction banking products.
- Proven ability to pitch and structure end-to-end working capital and liquidity solutions for multinational clients.
- Solid knowledge of cash management products, including payables, receivables, liquidity structures, virtual accounts, and host-to-host integration.
- Familiarity with treasury operations, payment systems, and regulatory environments across Asia.
- Excellent understanding of ICC rules, operational procedures, and trade documentation.
- Fluent in Mandarin/Cantonese, and English to effectively engage with clients across Greater China.
- Trade Finance or Cash Management certifications (e.g., CDCS, CTP) and regional experience in Asia are highly desirable.
- Comfortable navigating Corporate & Investment Banking structures and collaborating across functions.
Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.
Purpose of the roleTo generate revenue and promote the bank's diverse product and service offerings to various customer segments.
Accountabilities- Identification of potential customers, analysing their needs and preferences, and staying abreast of emerging market trends and competitor strategies.
- Creation of detailed profiles for target customer segments, outlining their demographics, financial habits, and pain points to tailor sales approaches and product recommendations.
- Relationship management of potential and existing customer relations through the execution of high-quality customer support, by responding to queries and resolving issues, gaining their customer trust, and understanding their financial goals and challenges.
- Understanding of the features, benefits, risks, and compliance requirements of various banking products and services offered. Understanding of the key features, benefits, risks, enhancements, and regulatory requirements of new and existing banking products, and communicate insights clearly to potential customers to address their financial needs.
- Development of compelling sales pitches and proposals that showcase the value proposition of the bank's offerings to convert leads into customers, and negotiation of terms that are beneficial for both the client and the bank.
- Collection and analysis of customer feedback on various products, services, and overall experience, to support the development of reports that communicate key findings to relevant stakeholders, to inform product development and sales strategies.
- Monitoring of lead conversion rates, customer acquisition costs, and other relevant metrics to assess sales performance and identify areas for improvement.
- To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures.
- If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.
- If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
- OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.
- Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
- Manage and mitigate risks through assessment, in support of the control and governance agenda.
- Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
- Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
- Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
- Adopt and include the outcomes of extensive research in problem solving processes.
- Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
Seniority level- Mid-Senior level
- Full-time
- Sales and Business Development
- Industries
We’re not listing location-specific postings here. If you are interested in similar roles, consider exploring other opportunities within Barclays.
#J-18808-LjbffrCorporate Banking Sales Support, Corporate Banking
Posted today
Job Viewed
Job Description
Responsibilities:
- Facilitate smooth business operations by liaising with customers and collaborating closely with teams across Operations , Legal and Compliance departments
- Process enterprise online banking applications and system maintenance
- Ensure all account opening and maintenance cases comply with relevant regulations and adhere to internal procedures and guidelines
- Perform additional tasks as assigned such as assisting with special projects, reports, or presentations
Requirements:
- Min. 2 years relationship management experience with proven track record in handling business independently.
- Good knowledge of corporate banking products and relevant HK and the Mainland China banking regulations.
- Familiarize with office software and fluent English and Putonghua
- Independent, outgoing, pleasant and self-disciplined personality, willing to work under pressure and meet deadlines, and a good team player
- Fresh graduates are welcome to apply.
Associate Director, Transaction Banking Sales
Posted today
Job Viewed
Job Description
Associate Director, Transaction Banking Sales
Req ID:
Department:
Insto Transaction Banking Sales North Asia
Division:
Institutional
Location:
Hong Kong
*About Us *
At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers. Our Institutional bank helps our largest customers move trade and capital around the region, providing our people with great opportunities to build their technical expertise and their careers.
*About the Role *
As an Associate Director, Transaction Banking Sales you will be a key member of our Institutional team. You will be responsible to manage a diverse customer portfolio, fostering strong client relationships and delivering innovative Transaction Banking solutions. Your role will involve offering unique product propositions across Cash Management, Trade Finance, and Supply Chain Finance, while achieving portfolio and country revenue targets. You will leverage regional capabilities to develop new business across ANZ's core markets, in alignment with our broader Transaction Banking and Institutional strategy. Additionally, you will lead multi-country RFPs or single-country opportunities, collaborate to formulate and execute the TB country strategy, and mentor junior team members, sharing your knowledge and guiding them through deal support and closure.
Banking is changing and we're changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you'll be building your future, while helping to build ours.
Role Location: Hong Kong
Role Type: Full-time, Permanent
*What will your day look like? *
As an Associate Director, Transaction Banking Sales you will;
- Manage and grow a portfolio of large corporates with operations spanning multiple regions, particularly in Asia.
- Deliver an exceptional customer experience through new deal origination, ongoing account management, and collaboration with GRP, local sales teams, and Operations to ensure a seamless end-to-end service proposition.
- Plan and measure customer activity to drive revenue and profitable growth, working closely with coverage teams.
- Prepare and deliver strategic reviews to uncover insights and opportunities, as well as develop comprehensive customer account plans.
- Ensure compliance with internal and regulatory policies, including anti-money laundering (AML) and know your customer (KYC) requirements.
- Continuously monitor market trends and changes in the financial industry to stay current with the latest products and services.
- Generate new business and build a regional sales pipeline through a proactive customer calling program.
- Manage risk by building robust Trade Finance financing structures and monitoring ongoing client Trade requirements.
- Deliver internal initiatives to drive digital adoption, sales campaigns, and continuous process improvements to enhance Transaction Banking.
*What will you bring? *
To grow and be successful in this role, you will ideally bring the following:
- Specialist knowledge in Transaction Banking, including Payments and Cash Management, and Trade Finance.
- Proven ability to develop sales strategies, portfolio growth plans, and close deals.
- Strong skills in engaging with senior internal and client stakeholders, managing competing agendas and multiple stakeholders.
- Extensive experience in Transaction Banking across Operations, Product, or Implementation, with knowledge of Institutional customers within the ANZ network.
- Excellent communication, influencing, interpersonal, and presentation skills.
- In-depth understanding of local and foreign currency regulations, risk management, governance, and relevant in-country regulations.
- Interest in new trend technologies or 3rd party platforms in Cash Management and Trade Finance, and ability to anticipate future client needs through innovative thinking.
- Strong team player who can guide and mentor junior members.
- Proficient in MS PowerPoint, Excel, and Word.
- Proficient in business Mandarin, Cantonese and English as this role will deal directly with customers native in these languages.
You're not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we'd love to hear from you.
*So why join us? *
From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.
But it's not just our customers who'll feel your impact. you'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.
We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.
At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability or access requirement, let us know how we can provide you with additional support.
To find out more about working at ANZ, visit You can apply for this role by visiting ANZ Careers and searching for reference number
*Job Posting End Date *
08/09/2025 , 11.59pm, (Melbourne Australia)
Transaction Banking Sales, Financial Sponsors Coverage
Posted today
Job Viewed
Job Description
Job Purpose & Objectives
● We seek an experienced and self-driven professional from the financial services industry to join our team in Hong Kong. The selected candidate will lead and grow the GTB business of the Bank by developing and maintaining relationships with
Non-Banks Financial Institutions
customers, growing the business in terms of asset size, taking P&L responsibility for the business and ensuring high credit quality of the portfolio in Asia. Offer and sell to institutional clients a wide range of transactional products and services to manage cash flows and short term financing more efficiently.
Key Responsibilities
● Assist the Non-Banks Financial Institutions Manager and GTB Branch Manager in defining the business strategy business plan and budget
● Managing a portfolio of global clients developing client centric solutions to remove or reduce payment risk, facilitate working capital and provide cash management solutions.
● Represent BBVA with Non-Banks Financial Institutions clients, assuming the banker role with subsidiaries not covered by global Bankers
● Identify and generate new business opportunities with existing clients and expand the geographic reach of the customer's relationships in coordination with the global bankers
● Visit and call on existing and prospect clients proactively, accompanied by product specialists when required, offering transactional products and services.
● Monitor and check, in coordination with global and local product specialists, how the transaction services and products set up for a specific customer works.
● Draft pitches and review legal documentation of agreements in collaboration with Legal CIB
● Negotiate deals, renew credit lines and help the global bankers to renew financial programs.
● Evaluate and asses current and potential returns and make pricing decisions in collaboration with the Pricing Specialist
● Manage account, notifying the overrun to the affected customers and offering them different facilities to regularize debit positions
● Supervise and support the Middle Office with incidences that may occur
● Liaise and work alongside with other CIB front units in order to increase cross-selling and CIB support units for the deal execution
● Register, modify and update customers' business opportunities timely and accurately in the in-house client management tools and data sources for pipeline and profitability reporting
● Undertake an annual review of customer product and services' price list in collaborating with the Middle Office.
● Acts as first line of defense and understand the Bank's risk appetite while balancing business goals and objectives
● Understand the creditworthiness of each client, register the proposal in the risk management tool and participate in different committees in order to defend credit proposals and get Risks' approval.
● Stay abreast of the specific regulatory and compliance framework that may be affected.
● Understand and comply with all internal and external policies and procedures.
Qualification & Experience
● A master degree in business, finance or related field
●
At least 6 years solid experience in Non-Banks Financial Institutions clients with strong background on trade finance and transactional banking products
● Good knowledge of products and trends in trade finance and transactional banking products and general corporate banking products and services
● Familiarity with general banking operations and related legal and regulatory requirements
● Previous exposure to preparation of credit proposals
● Strong connection in the local banking industry and leading Non-Banks Financial Institutions clients in Asia
● Proven business origination and structuring capabilities, with insurance covered transaction structure is an advantage
● Highly results driven
● With trade finance experience in other Asian countries is an advantage
● A team player with strong interpersonal and communication skills, good negotiation skills, ability to close deals and able to work under pressure
● Able to work in a matrix reporting structure, multi-functional and cross-cultural environment
● Excellent communications skills with fluency in English and Mandarin, ability to speak Spanish would be advantageous but not required
● Knowledge in ESG/green product structuring is a plus
Education
● Bachelor's degree or above; Master's degree is preferred
Language
● Fluent in English and Chinese
Other Skills
● Customer-oriented
● Able to work in a multi-functional and cross-cultural environment
● Pro-active, self-motivated, fast learner
● Able to work independently with minimum supervision
● A team player able to work in a fast-paced environment
● High integrity
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Retail Banking Sales Management Manager I
Posted today
Job Viewed
Job Description
Job Description
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
Retail Distribution – Distribution Support
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 255 branches and service outlets, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
We are currently seeking a high caliber to join our department as
Retail Banking Sales Management Manager I.
Principal Responsibilities
- Formulate and implement sales plans for project activities and lead the team to achieve the assigned KPIs as well as direct them to maximize productivity.
- Monitor sales activities and productivity metrics to ensure delivery is in accordance with projected sales pipeline.
- Collaborate with internal stakeholders to design and drive payroll penetration from Corporate Employee Privilege Program activities.
- Collaborate with Commercial Banking's team to liaise with companies' representative to arrange onsite acquisition activities.
- Orchestrate and monitor Corporate Employee Privilege Program activities to drive the growth of corporate employee program and product penetration.
- Mobilise branch network platform to drive business referral for corporate account new business.
Requirements
- University degree in Business or related fields is preferable
- Proven experience in retail banking as well as exposure to frontline sales or mortgage sales an advantage
- Pass in insurance intermediaries qualifying examinations will be an advantage
- Good communication, interpersonal and problem solving skills
- Proficiency in both English and Chinese with sound knowledge of application software
- Strong sense of ownership and high level of customer centricity mindset with dedication to deliver exceptional quality services for customers
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.
You'll achieve more when you join Hang Seng Bank Limited.
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited
Retail Banking Sales Management Manager I
Posted today
Job Viewed
Job Description
A Career with Hang Seng Bank
Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
Retail Distribution – Distribution Support
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 255 branches and service outlets, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
We are currently seeking a high caliber to join our department as Retail Banking Sales Management Manager I.
Principal responsibilities
- Formulate and implement sales plans for project activities and lead the team to achieve the assigned KPIs as well as direct them to maximize productivity.
- Monitor sales activities and productivity metrics to ensure delivery is in accordance with projected sales pipeline.
- Collaborate with internal stakeholders to design and drive payroll penetration from Corporate Employee Privilege Program activities.
- Collaborate with Commercial Banking's team to liaise with companies' representative to arrange onsite acquisition activities.
- Orchestrate and monitor Corporate Employee Privilege Program activities to drive the growth of corporate employee program and product penetration.
- Mobilise branch network platform to drive business referral for corporate account new business.
Requirements
- University degree in Business or related fields is preferable
- Proven experience in retail banking as well as exposure to frontline sales or mortgage sales an advantage
- Pass in insurance intermediaries qualifying examinations will be an advantage
- Good communication, interpersonal and problem solving skills
- Proficiency in both English and Chinese with sound knowledge of application software
- Strong sense of ownership and high level of customer centricity mindset with dedication to deliver exceptional quality services for customers
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.
You'll achieve more when you join Hang Seng Bank Limited.
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited
All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.
Retail Banking Sales Management Manager I
Posted today
Job Viewed
Job Description
Job description
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
Retail Distribution – Distribution Support
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 255 branches and service outlets, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
We are currently seeking a high caliber to join our department as Retail Banking Sales Management Manager I.
Principal responsibilities
- Formulate and implement sales plans for project activities and lead the team to achieve the assigned KPIs as well as direct them to maximize productivity.
- Monitor sales activities and productivity metrics to ensure delivery is in accordance with projected sales pipeline.
- Collaborate with internal stakeholders to design and drive payroll penetration from Corporate Employee Privilege Program activities.
- Collaborate with Commercial Banking's team to liaise with companies' representative to arrange onsite acquisition activities.
- Orchestrate and monitor Corporate Employee Privilege Program activities to drive the growth of corporate employee program and product penetration.
- Mobilise branch network platform to drive business referral for corporate account new business.
Requirements
- University degree in Business or related fields is preferable
- Proven experience in retail banking as well as exposure to frontline sales or mortgage sales an advantage
- Pass in insurance intermediaries qualifying examinations will be an advantage
- Good communication, interpersonal and problem solving skills
- Proficiency in both English and Chinese with sound knowledge of application software
- Strong sense of ownership and high level of customer centricity mindset with dedication to deliver exceptional quality services for customers
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.
You'll achieve more when you join Hang Seng Bank Limited.
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited