Job Description

Sale Strategy

• Assist Head of Securities Services Sales Unit in setting up sales and marketing strategies and operational work plan
• Get to know available products and services of the unit by working with Product Development, and understand supporting Operations' capabilities, in order to provide justified products/ service to suit clients' needs
• Study and gather information on customer demands and future tendency of customer requirements for Agent and Securities Services in order to serve customers according to their needs
• Vigilant to market pricing of relative products/ service in order to stay competitive in the market - deal with Financial Agents and Funds and Securities Registration, as well as Operations to calculate operating costs, and work with Product Development to set competitive pricing

Business Development

• Expand client base via regular sales calls, either via telesales or sales visit, as well as seek for additional sales channels, to increase business volume and enlarge fee income
• Accompany Relationship Managers to visit customers in order to enlarge sales channels and increase opportunities for cross-selling

Customer Service Management

• Ensure the understanding of the Bank's roles, responsibilities and liabilities as stated in terms and conditions of service agreement in order to deliver flawless services to customers
• Oversee operational services to customers in order to ensure transaction and enhance customer's satisfaction
• Coordinate between Middle offices (Funds and Securities Registration), Operations staff and customers to smoothen and shorten transaction in order to enhance customer’s satisfaction

Daily Operation

• Visit the client to increase business opportunity
• Develop and foster relationship with key clients.
• Ability to achieve allocated fee income target
• Facilitate clients to open operating account
• Ability to achieve allocated market share target
• Build up new client base by calling, negotiating, structuring and proposing Securities Services and products for new business volume and fee income
• Be a center of communications between Operation staff and clients in order to facilitate smoothen and shorten the operational processes.

Qualifications

• At lease 3 years of institutional banking experience.
• Minimum 3 Years of experience in Securities Services business.
• Good analytical skill.
• Open mind to new idea and development.
• Good communication and interpersonal skills.
• Pleasant personality and good mannerism.
• Positive attitude towards difficulty with high inspiration.
• Proficient in Excel, PowerPoint and Word applications.