Associate Director - Transaction Banking Corporate Sales

Hong Kong SAR
HKD 50k - HKD 60k


Our client, a large multinational global banking corporation is seeking an enthusiastic and results-driven Associate Director for Transaction Banking Corporate Sales to drive growth in its business.



  • Deep understanding of clients operating environment including day to day transactional flows, cash investment needs, trading cycles, and operational banking requirements.
  • Provide regular input to striped teams from day to day understanding of the clients operations
  • Execute activities in line with TB sales pipeline policy.
  • Provide regular input to Regional and Global RFP teams to design RFPs for Clients
  • Liaise with teams to understand market dynamics in Hong Kong
  • Leverage the feedback from client operating level and bank MIS to refer ideas to origination teams.
  • Provide pricing in line with Cash and Trade pricing policy for flow opportunities (e.g. OPAC, bank guarantees, additional accounts, etc.).
  • Grow cash balances and volumes.
  • Monitor usage of channels.
  • Manage documentation for transactions and post transaction monitoring & servicing
  • Lead the execution of deals by tracking implementation through to revenue realization.
  • Documentation process for Cash
  • Liaising with Ops and RMs on referrals.


  • Ensure that any post sales service issues identified are managed appropriately by Service Management and/or other relevant departments. (e.g. CIC) 

Risk Management

  • Drive the Operational Risk framework implementation where applicable
  • Adhere all TB Sales risks in the Country (incl. through BORFs & CORCs), conform to global standards, improve risk metrics, e-enablement & culture, and ensure no failed audits (internal & external)


  • Build strong & deep relationships with regulatory authorities and local industry bodies, and ensure the business is ahead of the regulatory change agenda
  • In conjunction with CEO, CIO & Compliance, proactively engage local and global business & functional partners and stakeholders to drive the TB Transactional Sales agenda and ensure alignment
  • Promote the company brand and Group Code of Conduct - exemplify the values of the Group in all undertakings

Regulatory & Business Conduct 

  • Display exemplary conduct and live by the Groups Values and Code of Conduct.
  • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across the bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
  • Lead the CCIB Cash business to achieve the outcomes set out in the Banks Conduct Principles. Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

  • Relationship Managers, Client Managers, TB Sales, TB products

Other Responsibilities

  • Perform other responsibilities assigned


Key requirements:

  • Management and Leadership Ability to prioritise, delegate, develop and motivate people.
  • Analytical strength to spot emerging risks, in particular forward-looking industry trends.
  • Gravitas to engage with Relationship Managers and Clients alike, can challenge in a constructive manner.
  • Collaborative to work in partnership with stakeholders to get things done, fulfilling the Job Purpose

Experience & Skills:

  • Minimum of 12 years relevant experience gained either in banking, treasury, or accounting environment
  • Knowledge of emerging markets products and service as well as experience in assessment of credit risk in large segments.
  • Strong verbal and written communication skills (in English), with proven ability to work across cultures and within a dynamic environment
  • Able to hold credible dialogue at all levels of the organisation, as well as with clients
  • Well organized, able to multi-task and balance competing demands

Educational Qualifications:

  • Post-Graduates / or professional qualification preferred, but not mandatory
  • Sound knowledge of accounting and financial principles gained by experience or qualification

Role Specific Technical Competencies

  • Cross-Selling
  • Client Relationship Management
  • Customer Behaviour and Preferences
  • Disruptive Innovation
  • Knowledge of Cash Product
  • Strategic Sales Planning

Dee Oh

Dee Oh

For more information about this job opportunity please contact our consultant.

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