Assistant Vice President / Vice President, Sales (Securities Services)
At a glance
VP-level Sales Leadership role at Cncbinternational. Hong Kong · full-time.
Pay not stated Sales Leadership salary
growthroles summary, based on the employer's posting.
What you'll do
- Carry out the sales plan while responding promptly and maintaining strong service for clients and prospects
- Track calls, pipeline movement, and other sales activity in internal records and reports
- Review account agreements and related documents, coordinate approvals, and check delivery against requirements
- Create securities-services opportunities through bank and group relationships, cross-selling, and external promotion
- Work with service and operations teams to resolve client problems, escalate serious issues, and improve delivery
What you bring
- A degree in business, economics, finance, or a related discipline is required
- At least seven years in custody, corporate trust, debt capital markets, or a comparable field
- You hold the SFC qualifications and license needed to deal in securities
- You understand securities services operations, securities markets, custody, and trustee work
- You communicate well in written and spoken English and Chinese, including Putonghua
Who this fits
This role suits a senior securities-services salesperson who can build relationships across TMG, WBG, PBG, CNCB, and CITIC Group entities. You will work in Hong Kong and need to meet the stated SFC licensing requirements. The role also calls for close coordination with client service, operations, and other banking teams.
From the employer
Mandatory Reference Checking Scheme (“MRC”) for Hong Kong
The Mandatory Reference Checking Scheme is a framework to facilitate Authorized Institutions (“AIs”) to bilaterally obtain reference information during their recruitment process for certain positions, such that misconduct information in an individual’s previous employments can be provided to AIs to inform their employment decisions.
For information related to MRC Scheme, “Frequently Asked Questions for In Scope Individuals” is published by HKAB/Industry Guidelines (https://www.hkab.org.hk/en/home) or further information will be available upon request, if it is applicable to the position(s) applied.
Country of Location:
China Hong KongJob Responsibilities:
• Implement sales plan and maintain high quality services and response to inquiries from clients and prospects
• Manage internal record and reporting of sales activities through methods such as call report and pipeline list
• Control, review and liaise with relevant parties independently on account documentations, including services agreements, and other account related documents etc. and monitor client services deliverability
• Ensure account documentation in compliance with internal guidelines and relevant regulatory requirement
• Enable cross-selling between other banking products of CNCBI and keep track of the business engagement with the clients and records of cross-selling activities
• Collaborate with colleagues of Treasury and Markets Group (“TMG”), Wholesale Banking Group (“WBG”), other CNCBI groups, or CITIC Group to develop client relationship and sales activities
• Introduce securities services solutions to relationship managers of TMG, WBG and Personal Banking Group (“PBG”) of the Bank as well as CNCB group and CITIC group entities to establish collaboration and develop client relationship for sales activities and opportunities.
• Introduce securities services solutions through external marketing and promotion programs
• Enhance our client experience delivery and service quality with clients
• Collaborate with Client Service and Operation teams to receive client feedbacks, to resolve client issues, and to improve client experience with our delivery
• Escalate critical client issues and feedback to the management in a timely manner and follow through.
• Keep abreast of the development of industry and market and share useful information with concerned parties
Requirements:
• Degree holder in Business, Economics or Finance or related disciplines
• Minimum 7 years of relevant experience in custodian, corporate trust, DCM or related area
• Possess the required qualifications and license under SFC for dealing in securities
• Sound securities services and operational knowledge
• Good knowledge in securities market, custody and trustee
• Good analytical, interpersonal and communications skills
• Good command of written and spoken English and Chinese (including Putonghua)
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