AVP, Transaction Banking - Cash Sales, FIG

United Overseas Bank Limited; Hong Kong; Vor Ort; HKD 600.000 - 1.000.000; Vollzeit

Zusammenfassung

United Overseas Bank Limited (UOB) in Hong Kong is seeking an experienced Transaction Banking professional to lead cash management and liquidity solutions for the FIG segment. You will originate opportunities, structure solutions, present to clients and manage a portfolio while driving digital banking adoption and cross-functional collaboration.

The role requires 5+ years in cash sales, strong relationship skills, and fluency in English, Cantonese and Mandarin.

Qualifikationen

• Degree in Business Administration, Finance or related banking discipline.
• Strong experience in cash sales and revenue generation for FIG clients.
• Strong experience serving FIG clients incl. banks, asset managers, funds, insurance.
• Experience in originating, structuring and selling cash management and liquidity solutions.
• Proven presentation and communication skills in English, Cantonese and Mandarin.

Aufgaben

• Originate, present, structure and sell cash management and liquidity solutions to FIG clients.
• Develop and execute client calling plans to identify wallet opportunities and expand wallet share.
• Respond to RFPs, pitches and solution presentations and manage a client portfolio.
• Collaborate with Product, CFS and Implementation teams to drive digital adoption.
• Maintain strong product knowledge and provide value-added advisory to clients.
• Ensure compliance with internal policies and regulatory requirements.

Kenntnisse

Cash sales

Relationship skills

Negotiation

English Cantonese Mandarin

Negotiation skills

Client relationship management

Cross-selling

Cash management sales

Ausbildung

Bachelor's degree

Jobbeschreibung

Company

1201 UOB Hong Kong

About UOB

UOB United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values - Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

Accountable for achieving financial, revenue and business targets established for Transaction Banking Cash Management Sales within the Financial Institutions Group (FIG) segment. Originate, present, structure and sell cash management and liquidity management solutions to new and existing FIG clients including Asset Managers, Fund Houses, Insurance Companies, Securities Firms, Public Sector Entities, Financial Sponsors, etc. Develop and execute client calling plans to identify wallet opportunities, understand client transaction flows, assess cash management needs and expand wallet share. Assist responses to Requests for Proposal (RFPs), client pitches, and solution presentations. Manage, defend, and grow an assigned client portfolio by deepening customer engagement, increasing operating account balances, transaction volumes, fee income and positioning UOB as the client's primary cash management banking partner. Drive the adoption of the Bank's digital banking capabilities, including eBanking, API connectivity, Host-to-Host solutions, Virtual Accounts, and other electronic channels. Partner closely with Product, Client Fulfilment Services (CFS) and Implementation teams to increase client utilization and digital penetration. Support the successful launch and commercialization of new Transaction Banking products and solutions through proactive client engagement, market education and revenue generation initiatives. Maintain strong product expertise and market knowledge across cash management, liquidity solutions, digital banking and industry trends to provide value-added advisory to clients. Maximize business opportunities through effective cross-selling of Transaction Banking, Liquidity Management and other relevant Bank products and services. Monitor and analyze industry developments, competitor offerings, pricing practices, market trends and emerging client needs to support business growth and maintain market competitiveness. Identify product gaps, client pain points and enhancement opportunities. Work closely with Product Management and regional stakeholders to drive solution enhancements and improve customer experience. Maintain strong sales discipline through timely and accurate management of sales pipelines, deal tracking, call reports, revenue realization, and management information systems (MIS). Collaborate with local and regional Transaction Banking Sales teams, Relationship Managers, Product Partners and overseas UOB offices to originate and execute cross-border cash management opportunities. Ensure full compliance with internal policies, regulatory requirements, risk governance standards and conduct expectations while delivering sustainable business growth.

Job Requirements

Degree in Business Administration, Finance or related banking discipline

Minimum 5 years of cash sales experience with proven track record in building cash management business and revenue generation

Strong experience serving FIG clients including NBFI, banks, asset managers, funds, insurance, securities, public sector, etc.

Demonstrated experience in originating, structuring and executing cash management and liquidity solutions including payments, collections, liquidity management, virtual accounts, API, Host-to-Host connectivity, SWIFT, and eBanking platforms, etc.

Experience in Product Management, Client Implementation, Client Services or Solution Delivery will be a plus.

Highly-motivated & results-oriented self-starter with strong client management skills to originate and close cash business opportunities.

Strong interpersonal, influencing, negotiation and stakeholder management skills with the ability to communicate with stakeholders across client organizations.

Strong presentation and communication skills with proficiency in spoken and written English, Cantonese and Mandarin.

Ability to identify client needs, develop tailored solutions and articulate value propositions that address operational efficiency, liquidity optimization, and digital transformation objective.

A collaborative team player with the ability to work and communicate effectively across Relationship Management, Product Management, Client Fulfilment, Operations, Compliance, and regional sales teams to deliver client solutions and business outcomes.

Additional Requirements

• Chinese (Cantonese), Chinese (Mandarin), Develop, Engage, Execute, Strategise, Develop (Competency) (3 - Meets), Engage (Competency) (3 - Meets), English, Execute (Competency) (3 - Meets), Strategise (Competency) (3 - Meets), University-Bachelor

Be a Part of the UOB Family

• UOB is an equal opportunity employer.
• UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications.
• If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site