• Independently develop and manage a portfolio of LLC (Large Local Corporate) and MME (Middle Market Enterprise) customers
• Prospect and originate quality new customers to expand the bank’s penetration in the mid-cap segment
• Maximize cross-sell of the bank’s products including loans, trade finance, cash management, treasury and investment products
• Develop close relationships with risk, operation and product to ensure delivery of quality products and services to customers
• Manage the risk management process for the designated customer portfolio and be accountable for the on going monitoring of credit quality and compliance with bank’s policies
• Coach and develop less experienced RMs within the team

• Reporting to Sales Manager;
• Promoting Elite Gold banking service to prospective clients through various direct sales channels;
• Conduct sales presentation, on-site sessions as well as participate in road-show promotion campaigns.

Drive Data Governance Charter

• Prepare for and drive monthly data governance council meetings with Senior Management Group;
• Review critical reports and customer campaigns and define Critical Data Elements (CDE). Facilitate and co-ordinate review and maintenance of CDEs across the consumer bank;
• Evaluate critical process risks, co-ordinate and manage controls on use of data for reporting and campaign management;
• Support the resolution of gaps identified and inclusion of SAS reporting in EUC;
• Co-ordinate Data Issue Management Requests with COE to troubleshoot and resolve country specific IMRs that require local knowledge;
• Identify risks and support data quality initiatives.

Own Data and Information Management

• Responsible for developing a data management strategy including development...

• Formulate and implement business strategic plans so as to achieve the investment sales targets;
• Lead a team of Investment Sales Managers to devise and drive quality enhancement programs;
• Monitor sales force activities and productivity metrics to ensure delivery is in accordance with sales pipeline;
• Enhance the professionalism and capabilities of sales force by collaborating with relevant departments and product owners to review the training needs;
• Organize seminar, briefing and provide coaching to cascade market updates and technical know-how of investment products;
• Review current sales process and identify areas for improvement in order to enhance sales quality and customer experience. 

• Provide one-stop life insurance policy services and drive excellent customer experience;
• Handle customer enquiries and / or ad-hoc life insurance policy servicing requests (including but not limited to premium payment, policy reinforcement);
• Proactively manage policy lapse;
• Act as subject matter expert on life insurance policy services and provide support to frontline (including best practices sharing).

• Manage, plan and implement sales and service activities on a portfolio of commercial clients;
• Effectively managing, developing, and retaining quality relationships;
• Achieve business targets by identifying and realizing business opportunities in trade and credit solutions, delivering customized one-stop financial services via cross-selling to deepen business penetration into relationship portfolio;
• Protect the bank’s assets and reputation by knowing the customer and their business, monitoring for suspicious behaviour, and taking appropriate action as set forth in operating policies when necessary;
• Ensure compliance to internal and regulatory requirements on operations, credit standards, etc.

• Develop and manage a portfolio of private banking customers by providing them with professional investment advice;
• Provide comprehensive range of private banking, trustee and investment services to existing high net-worth clients;
• Acquire new client relationships and grow AUM via extensive marketing activities;
• Develier premium customer services.

• Manage and oversee sales and operations personnel of the centre to ensure operation efficiency and full compliance with internal and external requirements on relevant regulated activities;
• Build up and develop professional sales teams in serving high-net-worth (HNW) clients with their financial needs;
• Develop and implement viable sales strategies to achieve business objectives;
• Plan and organize various sales and marketing activities to acquire new clients and improve sales penetration for the centre;
• Conduct regular sales performance reviews with the sales teams and provide them with necessary coaching and training;
• Promote and enhance brand awareness of the company within the community;
• Prepare business forecast and regular reports for management review.

• Achieve and exceed all sales and business targets on the agreed plan and design strategies for the implementation of branch selling and promotion activities
• Strive to become market leader in the local environment through formulating and implementing strategies that help the branch edge over competition in the local market;
• Build and maintain a high quality team with synergy and motivate staff towards exceeding individual as well as branch common goals and objectives;
• Ensure smooth branch operation and achieve satisfactory audit rating through meeting all requirements of control and service standards;
• Uphold the image of the Bank in accordance with its image positioning in the market place and to ensure all service standards are met;
• Contribute to the bank’s success through proactively...

• Conduct periodic credit assessment and review including financial statement analysis;
• Perform on-going monitoring and review on listed companies and recommend margin grading to stocks;
• Monitor market risk and concentration risk of the collateral;
• Assist in formulating credit policies and procedures for all products;
• Assist in formulating credit rules and performing User Acceptance testing in system re-engineering project.