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Roles and Responsibilities:
· Liaise with other departments, partner and external parties on training arrangement – development, logistic and coordination.
· Independently manage the relationship building and negotiation with channel heads and sales heads of partners.
· Design, develop, implement, and maintain programs by specifying training objectives, content, activities and methods in program design/plan to meet with the identified training needs supporting partners and channels
· Identify the extent of a program's impact on participants and maintain follow-up on their applications after the program
· Review course evaluation for further enhancement or improvement
· Participate in the development of long-term plans,...
l Collaborate with Compliance, Legal, Risk Management, and other control functions to ensure compliance to Group and regulatory standards
l Design and roll out customer and revenue growth campaigns with an aim to meet annual targets
l Revamp and implement need-based customer propositions that are best-in-class and cater to different customer segments. Also coordinate with group on bring in best practices and regional offerings
l Manage customer proposition development. Design Marketing Campaigns to grow target customer and revenue. Solid experience in segment marketing.
l Conduct competitor study on an ongoing basis and recommend counter moves to ensure market competitiveness
l Collaborate with product teams and help steer product teams and help...
- Report to Chief Executive Officer;
- Be responsible for designing, implementing and improving Integrated Risk Management framework;
- Set up and regularly review risk policies;
- Set up appropriate risk limit based on overall risk appetite of the company and perform regular review;
- Responsible for whole process management about company's main risk by means of identification, measurement & assessment, monitoring, controlling and reporting
- Manage the credit risk, market risk, liquidity risk and operational risk exposed from business and operation;
- Oversee the financial risks of the firm, one of which is Credit Risk. Work closely with the Head of Credit and report any credit issues together with advice on rectification promptly to management;
- Structure credits for business units covering...
- Recommend and execute business initiatives from an end-to-end basis to achieve business goals, including acquisition of new-to-bank offshore banking clients, drive inflow of Net New Money, foster product penetration, and more
- Being the business champion to coordinate with different teams (Product teams, Sales teams, Decision Management, Operations, Compliance, etc.) to drive delivery of the right product solutions and client experience for IPB clients
- Identify opportunities to strengthen and enhance IPB value proposition
- Actively monitor IPB business portfolio, regularly provide insight to management and stakeholders. Proactively initiate actions to address any issues and opportunities identified.
- Interact ...
- Establish process and implement effective controls to fulfill requirement of Deposit Protection Scheme, SFO and respective internal guidelines
- Coordinate with internal stakeholders including Legal, Compliance, Control and Risk to ensure our end to end process comply with internal and external regulatory requirement
- Review end to end process on deposits, treasury, margin and equities product to improve operation efficiency
- Participate in system project to introduce new product/service and ensure product compliance that continue to deliver remarkable experience for internal users and end clients
- Provide daily support on operational duties such as marketing fulfillment, rebate validation, position reconciliation, IPO, ADR...
- Assist to manage and grow segment portfolio through product penetration and channel usage build up
- Perform portfolio analysis to identity risk and opportunities in the portfolio
- Strategize and formulate the effective business model for expanding the all segments, including customer segmentation, channel optimization, products offering expansion, communications, etc.
- Work with different product / channel teams on product cross-sell strategy so as to maximize the segment revenue
- Work closely with frontline sales to ensure proper delivery of customer engagement model to enable excellent customer experience
- Enhance customer loyalty and stickiness through customer delight and communication. Proactively retain customer through effective gating process
- Develop segment holistic...
- Assist in development, implementation and management of the complaint governance strategy and policy / procedure / guidelines to meet client satisfaction, internal and external requirements
- Conduct root cause analysis, assist in improving service delivery and liaise with respective business / operations teams on the development and implementation of effective remedial actions and long term solutions
- Provide regular reports with detailed analysis on handling, and lessons learnt and influence the future actions of service areas to improve performance, overall client satisfaction with the complaint process with first time resolution
- Evaluate complaint activities in terms of quality, scope and methodology and making ...
- Manage the product relationship of a selected customer portfolio, develop and review account plans with RMs.
- Join calls with BDs to meet prospects, identify business opportunities or pitch ideas
- Drive sales and trade product offerings to prospects and customers
- Build close working relationships with internal partners across countries and regions to support cross-border sales opportunities
- Maintain product expertise and regularly update product knowledge, work closely with Product Team in crafting tailor-made solutions according to customers’ needs
- Offer technical advice and solutions to BDs/RMs/customers
- Handle troublesome and irregular transactions for customers
- Structure complex trade deals, Writing sales ...
· Lead a team to expand customer portfolio, focusing on the Chinese companies and their Hong Kong operating companies
· Set up strategies to promote commercial banking products including Financing products, Cash, Treasury and identify business opportunities for CMO (Capital Market Origination)
· Work closely with various internal partners, including but not limited to Risk and Product Partners, to structure and deliver customized satisfaction and bank’s return
· Develop cross-sell opportunities that deliver the franchise
· Lead the team to meet with various KPIs / scorecards
· Maintain sound operations policies, procedures and systems in alignment with the business objectives of Personal and Business Banking Group with due consideration for striking a balance among efficiency, flexibility, control and customer service.
· Design and implement adequate controls to ensure compliance with new or revised regulatory requirements.
· Ensure operational risks of new banking products / services are adequately addressed and proper internal controls are in place.
· Review the existing operations process and initiate system enhancements to streamline processes and improve operational effectiveness, efficiency and productivity.
· Ensure smooth implementation of new policies and procedures, and launching of new products...