AD, Treasury and Transaction Management, SME Banking
Global bank · Medium bank · Retail / branch
CentralOn-site
Role overview
Initiate, plan and execute various business initiatives, including marketing promotions and campaigns, to achieve SME banking Key Performance Indicators (KPIs).
Support portfolio return optimization by improving customer targeting, segment strategies, and pricing approaches.
Develop and advance the client journey by formulating strategies to increase product penetration and revenue
Collaborate with internal stakeholders to ensure initiatives are launched with risk management considerations.
Analyze business and sales performance and implement actions as necessary to meet targets.
Develop and refine procedures and processes to streamline workflows and enhance client experience.
Work closely with team members and various stakeholders to achieve business objectives and manage risk.
Drive digitization projects to meet various automation and operational efficiency goals
Ensure digitation initiatives are designed to deliver better client experience
Support product owner to ensure digitization projects are launched according to planned timeline
Assist in delivering effective governance, oversight, and controls within the business.
Maintain awareness and understanding of the regulatory framework in which the Group operates, including relevant regulatory requirements and expectations.
Bachelor's degree holder in Finance, Business Administration, or related fields
Minimum of six years of professional experience in Product, Segment and Project Management within the Banking Industry
Comprehensive understanding of Business Banking and Small to Medium Enterprises (SME) Banking
Proven expertise in stakeholder management and effective collaboration
Fluent in English, Cantonese, and Mandarin
Proficient in reading and writing in both English and Chinese
Proficient in handling and analysing data
Do the right thing and are assertive, challenge one another, and live with integrity, while puttin
Experience: Mid / Senior level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
Initiate, plan and execute various business initiatives, including marketing promotions and campaigns, to achieve SME banking Key Performance Indicators (KPIs).
Support portfolio return optimization by improving customer targeting, segment strategies, and pricing approaches.
Develop and advance the client journey by formulating strategies to increase product penetration and revenue
Collaborate with internal stakeholders to ensure initiatives are launched with risk management considerations.
Analyze business and sales performance and implement actions as necessary to meet targets.
Develop and refine procedures and processes to streamline workflows and enhance client experience.
Work closely with team members and various stakeholders to achieve business objectives and manage risk.
Drive digitization projects to meet various automation and operational efficiency goals
Ensure digitation initiatives are designed to deliver better client experience
Support product owner to ensure digitization projects are launched according to planned timeline
Assist in delivering effective governance, oversight, and controls within the business. Maintain awareness and understanding of the regulatory framework in which the Group operates, including relevant regulatory requirements and expectations.
Bachelor's degree holder in Finance, Business Administration, or related fields
Minimum of six years of professional experience in Product, Segment and Project Management within the Banking Industry
Comprehensive understanding of Business Banking and Small to Medium Enterprises (SME) Banking
