Analyst Treasury Sales Fi - jobs at Bank Of America in China, Hong Kong Island

Job Description:

Job Description:

This job within the GPS Sales organization, will support one or more Treasury Sales Officers (TSOs) in managing sales and administrative tasks associated with assigned portfolio’s across our Financial Institutions sector. The successful candidate will be detailed orientated, proactive and have a growth mindset in ensuring we are delivering against key Sales KPI’s. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs. Fluency in Mandarin, Cantonese and English is essential.

Responsibilities:

• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking.
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning.
• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing.
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships.
• Supports clients through the implementation, client onboarding, and training activities.
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting.
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers.

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Oral Communications
• Presentation Skills
• Critical Thinking
• Data Management
• Portfolio Analysis
• Problem Solving
• Relationship Building
• Active Listening
• Analytical Thinking
• Collaboration
• Prioritization
• Written Communications

Responsibilities:

• The role is responsible for managing risk and developing sales trading activities with limited direction from senior staff. Daily responsibilities will include pricing, hedging, trading, booking, reporting risk and P&L.
• Proactively maintaining and building client relationships, supporting clients with buying and selling financial products, and implementing trading strategies to achieve revenue goals.
• Having in-depth knowledge of risk management, hedging, and sales trading strategies as well as market characteristics.
• Execute sales and trading activities for the bank’s clients, while sharing knowledge of the current market environment.
• Performs sales and trading activities in compliance with regulations, industry standards, and other requirements and ensures trading orders are executed with the highest degree of accuracy and time efficiency.

Requirements:

• Minimum 6-10 years of relevant experience in APAC Equity Sales Trading for HK/China market.
• Solid knowledge and understanding of equities products, markets dynamics and risk management.
• Strong analytical and data skills, with programming (Python) skills an additional benefit
• Aptitude to work well under fast paced environment.
• Excellent communication skills, reasoning and problem solving.
• Strong collaborator who can adjust style to work well with trading, sales and support colleagues.

Skills:

• Sales Trading
• Trade Monitoring
• Trading and Investment Analysis
• Trading Strategy
• Business Acumen
• Risk Management
• Client Management

Responsibilities

• New sales wins, revenue growth and retention within a predefined portfolio as a corporate sales consultant across all BofA markets – across treasury, trade and FX
• Engage key decision makers of the largest and most demanding clients advancing the relationships from 1) access 2) dialogue 3) material relationship 4) pipeline 5) mandate, to 6) strategic advisor
• Pro-active approach to sales, sending unsolicited proposals, lead client engagement and pitches / presentations
• Respond to RFPs (request for proposal)
• Constantly review client names to ensure that the names achieve and maintain hurdle profitability levels or exit the relationship based on the Bank’s business objectives.
• Identify and implement revenue opportunities for names assigned via cross-sell opportunities through ongoing discussions with clients
• Work with implementation and services teams to ensure a smooth implementation and high client satisfaction
• Ensure timely resolution of relationship-sensitiveclient servicing issues within the organization and act as the senior escalation point in relationship-sensitive key service issues
• Completion of ad-hoc projects related to names and accounts

Requirements

• Relevant cash and trade sales or relationship management experience within a top tier international bank
• Proven track record in managing complex cash and trade deals for large local corporates and multinationals
• Excellent written and oral communication skills, both English and Mandarin Chinese
• Strong presentation skills
• Strong inter-personal and organizational skills
• Able to successfully develop and maintain collaborative working relationships
• Strong financial skills
• Knowledge of Corporate Treasury functions
• Strong client engagement skills with an unwavering focus on client satisfaction and growing business
• A strong team player who understands how to leverage various businesses functions/partners to drive business growth and support the US client management and sales teams
• Willing to travel cross-regions and within the region.
• Strong PC skills (Word, Excel, PowerPoint, etc.)

Behavorial Qualifications

• Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
• Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
• Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
• Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
• Bank of America is an equal opportunities employer.

Responsibilities

• Lead corporate access activities including conferences, NDR, tours and bespoke trips
• Lead APAC conferences and corporate days including event planning and marketing, corporate invitations and liaisons, meeting scheduling and onsite event management (both virtual and in person)
• Work closely with Sales and Analyst teams in developing and delivering corporate access activities
• Work with regional Corporate Access team members on APAC and Global corporate access activities
• Arrange all travel logistics including booking of venues and relevant transportation

Requirements

• At least 3 to 4 years of experience working in Corporate Access from the sell side or buy side
• Able to multi-task and work under pressure in a fast-paced banking environment
• Independent self-starter but can work as part of the regional and global team
• A problem solver and a team player
• A strong communicator interacting with internal and external stakeholders
• Highly detail-oriented, independent, and reliable with strong excel and organizational skills

Responsibilities:

• Administrative supports including executive assistant.
• Handling all suppliers’ invoice reconciliation and payments.
• Keeping inventory and order of stationeries including delivery and document storage and retention record.
• Handling physical drafts under supply chain finance.
• Supporting Employee Engagement, Diversity and Inclusion activities, capacity planning.
• Creating process maps and organizational charts and updates.

Skills:

• Bachelor degree. 5 years (or above) of working experience in financial industry, preferably in International Trade Finance.
• Fluent in English and Cantonese speaking, accurate and effective in English writing, effective communication.
• Strong commitment, collaborative, proactive, flexible and adaptable to change, willingness to accept challenges, working under pressure and meeting challenging deadlines, sometimes working outside office.
• Strong analytical skill, attention to details and fast learner.
• Advanced skills in Microsoft Office applications such as Word, Excel Spreadsheet including pivot table and V Lookup, Power Point and Visio.
• Strong client mindset and sense of information security to protect clients’ and bank’s information and data.

Key Responsibilities

• Undertake and support supervision and business controls activities within the Global Markets (“GM”) and Global Corporate and Investment Banking (“GCIB”) Business Controls organization for the APAC region.
• Thrive in a fast-paced and high-pressure environment while ensuring the Line of Business (“LOB”) complies with applicable laws, regulations, and industry best practices.
  • Supervisory Infrastructure Management: Partner with LOB Supervisors and delegates, and support groups to maintain daily supervisory infrastructure (e.g., supervisory responsibilities matrices (SMA), supervisor alignments (SID), Trader Mandates), including performing delegated supervisory tasks as required.
  • Centralized Monitoring: Execute governance and monitoring and QA processes (e.g., cross border compliance, registration & Licensing, Voice Recording, mandatory Leave, employee management for new hire/transfer/departee, BCP, Information security, etc.)
  • Controls Framework Development: Create, enhance, and oversee Front-Line Unit (“FLU”) controls and processes to strengthen the business operating environment, which include the enforcement, including enforcement of the supervisory program.
  • Governance & Audit Support: Participate in LOB governance routines and internal/external audits by contributing requested information.
  • Operational Risk Management: Drive FLU/LOB deliverable for Operational Risk program (e.g., Risk and Control Self Assessments, metrics, operational losses reporting, etc.)
  • Cross-Functional Collaboration: Partner with LOB BCO and control/support teams (Compliance, Risk, Technology, HR, Audit) to ensure end-to-end control processes, improve supervisory reporting tools, and strengthen FLU monitoring and tools.
  • Continuous Improvement: Support program-wide initiatives to refine the control framework, address audit findings and conduct deep-dive analyses to identify and remediate control gaps.

Requirements

• Bachelor’s degree or equivalent experience
• Strong academic background or proven expertise in business controls, compliance, operations, or control functions.
• Proficiency in IT Tools (e.g., MS Office tools, VBA), advanced spreadsheet skills, analytic competency, and the ability to develop ad hoc solutions.
• Ability to manage complex tasks and employ collaborative and analytical problem-solving approaches.
• Excellent organizational, analytical, written, and verbal communication skills.
• Exceptionalrelationshipmanagement skills with theability to engage confidently with senior stakeholders (e.g., Business Control Management, LOB leaders, Compliance, Technology, etc.)
• Familiarity with regulatory frameworks and risk management practices in Global Markets and Global Banking