* Strategy and Planning

- Initiate, define, plan, communicate and follow up company's

business strategy regarding Private Banking business in order

to ensure company’s long-term viability and market share.

- Develop an appropriate marketing plan with marketing team to

efficiently and effectively achieve goals and objectives

through design and implement workable and innovative

solutions for client’s needs.

- Keep abreast of latest market trend, analyze customers'

behavior, key financial drivers and competitors'' strategy to

sustain a continuous service growth.

* Customer Acquisition & Revenue Target

- Present and provide highly professional consultations to

target corporate clients and HNWI to address their demands

and match with the Bank’s products and services.

- Discuss credit-related issues and loan packaging to provide

sound financial advice and tailored solutions for the clients

as well as to take the opportunity to cross-sell other

banking products.

- Prepare and execute loan contracts and arrange loan

disbursement timely and accurately to fulfill clients’ needs

and satisfactions.

- Closely monitor on recommended/processed loan for timely

repayment and to ensure Portfolio at Risk remains within

acceptable level.

- Solicit, build and maintain new and existing local

corporate/HNW individual clients in accordance with the

guidelines stated in the Commercial Banking policies and

procedures to ensure sustainable and secure deposit and loan

portfolios and expending scope to investment and other

products/services as cross-selling.

* Customer Relationship Management

- Make regular site visits to existing clients to determine the

actual conditions of the business and loan collateral whether

it should remain the same or be downgraded as well as to

develop relationship with clients as part of retention

strategies.

- Act as liaison between clients and internal operations team

to timely and effectively understand and provide all types of

banking products including but not limited to deposits,

loans, trade finances and remittance for the clients.

- Handle complex clients’ issues or complaints to find an

amicable solution for all and process to higher authority if

needed.

* Project Management & Process Improvement

- Lead projects on developing and launching new

initiatives/services and creating new service features and

process regarding Private Banking as needed to improve/gain

market penetration/share

- Coordinate with different departments, including Operations,

Finance & IT in streamlining processes, Marketing to drive

business growth and Risk and Compliance in ensuring adherence

of relevant policies and guidelines.

* Staff Management

- Supervise staff in daily tasks, operations and quality

control.

- Coordinate available resources for maximum outcomes.

- Act as a role model within the team to question, listen and

give actionable feedback carefully in order to create a

productive work atmosphere towards “speak up culture”.

- Oversee Deposit Initiatives such as new product development,

feature enhancements, client experience improvement, pricing

management, campaign/promotion to support deposit raising

etc. in their entire lifecycle from client value proposition

conception, tech budgetary negotiation & planning, product

approval/approval, project management and risk/control

governance etc

- Oversee day-to-day deposits product management across all

markets including review/approval of deposit campaigns

(tactical, bundles, solus, thematic, digital focused, etc.),

monthly deposit reviews with markets, weekly deposit balance

monitoring and flash process, month-end revenue analysis, and

annual Plan and mid-year forecast exercise.

- BA in Business, Economics, Accounting, Banking or Finance

- Minimum 3 years' experience in Sales & Customers or Partners

Relationship Management / Business Analysis / Project

Management / Transformation / Digital , preferably gained in

Banking or Financial Services industry or consultancy and in

particular in Corporate, Retail Banking, Banking and Cash

Management, Lending / Investment is a plus

- Good in spoken / written English and in another foreign

language is a plus

- Strong customer/partner relationship, customer services and

deal/project structuring/implementation

- Good analytical, communication and interpersonal skills

- Having high level of confidentiality, integrity and business

ethic