Trade Sales Manager

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China United Overseas Bank Full time
About the Role

We are seeking a highly skilled Trade Sales Manager to join our team at United Overseas Bank. As a key member of our Wholesale Bank function, you will be responsible for delivering financial services and solutions to our clients in Asia.

Key Responsibilities
  • Act as a project manager and primary point of contact for clients throughout the implementation cycle.
  • Work in partnership with deal team leaders and stakeholders to ensure smooth execution of project scope.
  • Initiate external kickoff meetings to facilitate detailed scoping discussions with clients.
  • Create project plans and scopes of work to document agreed-upon project details.
  • Coordinate with stakeholders and clients to fulfill KYC, account opening, and product documentation requirements.
  • Devise workflows and SOPs with stakeholders to support proposed solutions.
  • Work with GTO to ensure internal systems support proposed solutions.
  • Engage GTO and clients in file testing, data mapping, and UAT.
  • Schedule periodic meetings with clients to provide project updates.
  • Monitor key activities and transactional flows during initial production month.
  • Perform handover to stakeholders after initial production month.
Requirements
  • Minimum 3-4 years of trade sales experience, especially with local corporates.
  • Strong understanding of trade and SCF/Receivable Finance products and services.
  • Demonstrated success in deal closure and prospecting.
  • Credit knowledge and analytical skills a plus.
  • Innovative mindset and ability to think outside the box.
  • Certified ECF qualification preferred.

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