Trade Sales Expert

3 weeks 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 Expert to join our team at United Overseas Bank. As a key member of our Wholesale Bank function, you will play a critical role in delivering financial services and solutions to our clients.

Key Responsibilities
  • Partner with client-facing teammates to consult on trade sale opportunities and provide product expertise to deliver solutions to existing and newly identified Transaction Banking clients.
  • Develop opportunities around Open Account trade solutions, with a solid understanding of working capital management cycles and client ecosystems.
  • Establish and maintain existing and prospect TB client relationships, working closely with Relationship Managers to ensure trade facilities are well structured and efficiently established.
  • Coordinate with internal stakeholders to ensure client requirements are timely addressed.
  • Actively identify potential clients through data mining and market intelligence, following up on new leads and referrals.
  • Develop and maintain sales materials, keeping current with product knowledge and adapting to market changes.
  • Monitor client revenue trends to manage shortfalls in revenue targets.
  • Assist in organizing sales and marketing events for TB clients.
  • Source and maintain local and regional market information, competitor product offerings, and pricing.
  • Identify product gaps and potential enhancements to enhance market competitiveness and customer satisfaction.
Requirements
  • Minimum 6 years of trade sales experience, especially with MNCs, large local corporations, and Chinese private-owned enterprises.
  • Strong understanding of trade and Financial Supply Chain Management/Receivable Finance products and services.
  • Solid experience in trade finance technical, operational, and regulatory concepts.
  • Demonstrated success in deals closure and prospecting.
  • Credit knowledge and analytical skills a plus.
  • Innovative mindset and ability to think outside the box.
  • ECF qualification preferred.


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