Proactively reach out to existing clients to broaden relationship and deepen wallet share
Drive client calling/farming activities to defend, maintain, replenish, and grow utilization for existing Trade Finance credit facilities and flow opportunities
Flow opportunities will include export LC confirmation and discounting
Credit facilities will span from Documentary Trade (Import LC, Bank Gtees) to Open Account (Invoice, Receivables and Supplier financing) to name a few
Define existing corporate client focus list alongside Sales and Product leads
Explore opportunities with non clients around FI products (non client beneficiaries)
Devise a consistent but adaptive client calling and follow up plan for the targeted clients, with the goal to maintain and grow A&Cs
Record all client outreach efforts, noting wins and lost opportunities (for lost opportunities, provide feedback on reason for loss)
Gain insights on client’s business requirements to build leads for upsell/cross-sell
Build relationships with key internal stakeholders, including Product Management, Trade Operations, Trade Sales, Trade distribution, Compliance, Credit and Legal.
Provide reporting support, tracking, and reporting as required.
Ensure compliance with all AML, KYC, and all other Compliance requirements.
To keep abreast of customers’ needs, trends and product / market intelligence for new product developments/ enhancements, strengthening SCB’s competitive position in this field.
To understand our clients’ businesses and to anticipate the requirementsTo provide feedback to management regarding client needs, trends and market intelligence
5+ years of client-facing experience, with particular emphasis on quota-carrying roles
Good working knowledge of Trade Finance products is a must, including but not limited to: Import and Export Letters of Credit, Standby LCs / Guarantees, Invoice Financing, Supplier Finance, Receivables Finance, Working Capital
Past experience in Sale
Experience: Director level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
Proactively reach out to existing clients to broaden relationship and deepen wallet share
Drive client calling/farming activities to defend, maintain, replenish, and grow utilization for existing Trade Finance credit facilities and flow opportunities
Flow opportunities will include export LC confirmation and discounting
Credit facilities will span from Documentary Trade (Import LC, Bank Gtees) to Open Account (Invoice, Receivables and Supplier financing) to name a few
Define existing corporate client focus list alongside Sales and Product leads
Explore opportunities with non clients around FI products (non client beneficiaries)
Devise a consistent but adaptive client calling and follow up plan for the targeted clients, with the goal to maintain and grow A&Cs
Record all client outreach efforts, noting wins and lost opportunities (for lost opportunities, provide feedback on reason for loss)
Gain insights on client’s business requirements to build leads for upsell/cross-sell
Build relationships with key internal stakeholders, including Product Management, Trade Operations, Trade Sales, Trade distribution, Compliance, Credit and Legal.
Provide reporting support, tracking, and reporting as required.
Ensure compliance with all AML, KYC, and all other Compliance requirements.
To keep abreast of customers’ needs, trends and product / market intelligence for new product developments/ enhancements, strengthening SCB’s competitive position in this field.
To understand our clients’ businesses and to anticipate the requirementsTo provide feedback to management regarding client needs, trends and market intelligence
5+ years of client-facing experience, with particular emphasis on quota-carrying roles
Good working knowledge of Trade Finance products is a must, including but not limited to: Import and Export Letters of Credit, Standby LCs / Guarantees, Invoice Financing, Supplier Finance, Receivables Finance, Working Capital
Past experience in Sales, Product Management, Trade Operations or Client Service is a plus
Ability to work with a wide range of stakeholders across different functions to drive a collective agenda across multiple products and stakeholders
Good interpersonal and communications skills (both in person and over phone and digital channels) and able to build rapport with client portfolio
Ability to push through rejections and stay resilient and positive are key character and attitude traits for the role
Fluency in English and the local business language is a must – for this posting, Cantonese and Mandarin are must-haves
