Job Description
Key responsibilities
Drive the sales and marketing of trade finance products by delivering high-quality service to clients while optimising customer satisfaction and increasing portfolio growth
Ensure KPI targets are met by packaging products, creating marketing materials (e.g. brochures, client manuals) and supporting relationship managers in providing tailored financial solutions
Oversee the management of product policies, procedures, development plans, budgets, and compliance requirements
Lead innovation in Joint Trade Finance and traditional finance products by implementing new product strategies and security necessary as per internal and Head Office processes
Regularly review tariffs and terms to ensure competitiveness and alignment with business objectives
Liaise with Head Office to ensure clear communication of product instructions, system updates and operational requirements
Collaborate with assigned domestic branches to develop joint business initiatives, fostering collaboration and alignment
Partner with correspondent banks to secure cost effective funding or refinancing solutions
Prepare product statistics and reports to support the department and Head Office
Ensure adherence to compliance and risk management protocols by conducting Know Your Business (KYB) and Know Your Customer (KYC) procedures for daily transactions
Support credit, operational conduct and compliance risk management activities
Assist relationship managers in post-lending management for trade finance related business to mitigate risks and ensure regulatory compliance
Requirements
Degree educated in Banking, Finance or other equivalent
CDCS, CSDG or relevant transaction banking certifications is preferred
Demonstrated experience in the Trade Finance business in the Financial Services sector
Combination of experience in product marketing and trade finance operation is preferred
In depth knowledge of a wide range of trade finance products, international customs, and industry practices
Good understanding of credit assessment and client creditworthiness
Comprehensive knowledge of the UK Financial Services Regulatory Framework, including PRA Rulebook, FCA Handbook and relevant sourcebooks
Familiarity with trade finance systems
Marketing and sales skills
Commercial awareness
Attention to detail and organised
Proficient in MS Office (Word, Excel, PowerPoint)
Excellent English and Mandarin communication skills
Drive the sales and marketing of trade finance products by delivering high-quality service to clients while optimising customer satisfaction and increasing portfolio growth
Ensure KPI targets are met by packaging products, creating marketing materials (e.g. brochures, client manuals) and supporting relationship managers in providing tailored financial solutions
Oversee the management of product policies, procedures, development plans, budgets, and compliance requirements
Lead innovation in Joint Trade Finance and traditional finance products by implementing new product strategies and security necessary as per internal and Head Office processes
Regularly review tariffs and terms to ensure competitiveness and alignment with business objectives
Liaise with Head Office to ensure clear communication of product instructions, system updates and operational requirements
Collaborate with assigned domestic branches to develop joint business initiatives, fostering collaboration and alignment
Partner with correspondent banks to secure cost effective funding or refinancing solutions
Prepare product statistics and reports to support the department and Head Office
Ensure adherence to compliance and risk management protocols by conducting Know Your Business (KYB) and Know Your Customer (KYC) procedures for daily transactions
Support credit, operational conduct and compliance risk management activities
Assist relationship managers in post-lending management for trade finance related business to mitigate risks and ensure regulatory compliance
Requirements
Degree educated in Banking, Finance or other equivalent
CDCS, CSDG or relevant transaction banking certifications is preferred
Demonstrated experience in the Trade Finance business in the Financial Services sector
Combination of experience in product marketing and trade finance operation is preferred
In depth knowledge of a wide range of trade finance products, international customs, and industry practices
Good understanding of credit assessment and client creditworthiness
Comprehensive knowledge of the UK Financial Services Regulatory Framework, including PRA Rulebook, FCA Handbook and relevant sourcebooks
Familiarity with trade finance systems
Marketing and sales skills
Commercial awareness
Attention to detail and organised
Proficient in MS Office (Word, Excel, PowerPoint)
Excellent English and Mandarin communication skills
💡 Quick Summary
Seeking a career-building opportunity? The Senior Officer Trade Finance - Mandarin Speaking position is now open for candidates interested in the Bank Jobs sector. This role in London offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.