Executive Director - Head, FI Sales China

Job ID: 35152

Location: Shanghai, CN

Area of interest: Corporate & Commercial Banking

Job type: Regular Employee

Work style: Office Working

Opening date: 18 Jul 2025

• Responsible for Cash & Trade business for Bank client segment. Actively identify client needs across full set of SCB product capabilities, originate new business and grow the franchise by capitalising on bank competitive attributes (network) and developing new relationships where required.

• To execute and manage the strategy for selling solutions across all Transaction Banking products to a portfolio of Bank clients.

• Working in conjunction with coverage team, to agree & deliver revenue and activity targets for the Bank client (based on client account planning) and actively call on Bank client base to ensure client relationship strategies are implemented.
• To lead the China FI TB Sales in various China cities
• To maintain ongoing contact with Bank customers to ensure targeted level of return on Trade Finance
• To manage transfer of best practices between markets, in order to leverage Transaction Banking capabilities with the client portfolio.
• Ensure financial objectives are met.
• Responsible for maintaining sustainable growth of revenue.
• Revenue and sales monitoring for Cash and Trade from Bank clients (non-TB FI sales revenue for direct TB FI Sales covered clients)
• Revenue monitoring and responsibility for non-Corr. B products (directly covered relationships)
• Driving utilisation levels by monitoring transaction history.

• To manage the Transaction Banking relationship across all products for a portfolio of Bank clients.
• To undertake and manage RFP and deal processes for specific client base, to ensure optimal solution provided and presented to the customer; working with sales, product management and operations to deliver the desired results. To ensure smooth deal implementation and adherence to high levels of service quality.
• To provide feedback to Product Management on customer needs, trends, and market intelligence, and to provide direction on proposed project programme initiatives to central product management teams.
• Lead regular pricing reviews, including impact of waivers or non-standard pricing and implement appropriate local pricing at a product level.
• Monitoring client onboarding, GICs and other FCC related work
• Ensure that the service team does regular reviews with clients to validate their service levels and implement client feedback wherever possible.
• Ensure that the business meets its obligation vis-à-vis prevention of Money Laundering under group policy and standards and under the local laws and regulations.
• Ensure that clients are serviced promptly and quickly by the service team.
• To keep abreast of customers’ needs, trends, and product/market intelligence for new product developments/ enhancements, strengthening SCB’s competitive position in this field.
• Conduct Market events to share best practices standards and raise SCB visibility.

• Work towards team building and their education. Ensure all e-learnings/trainings for the team are duly completed.
• Implement succession strategy and develop future leaders.
• Strengthen partner relationships.
• Networking with other countries, region, and group.
• No failed audits and full cooperation with internal/external auditors.
• Promote and perform community activities.

• Ensure adherence to risk management framework in identifying, controlling, monitoring, and reporting of risk.
• Ensure sufficient actions are undertaken to mitigate, reduce and contain the identified operational risks.
• Undertake and/ or coordinate periodic business monitoring activities, escalating issues to the segment head.
• Work in conjunction with TBSMs and FI to engage the client for successful closure of all RFIs.
• Ensure adherence to all FCC policies.
• While ownership rests with Coverage team, facilitate the obtain documentation for any escalation cases.
• Ensure adherence to all internal and external regulations to embed compliance risk monitoring as an integral part of the Business process for example quarterly reviews, e-learning, leave plans etc.

• Adherence to laws and regulations, internal risk and compliance policies and the Group Code of Conduct.

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct and compliance matters.

• Global Head of TB FI Sales
• Global Account Managers and Relationship Managers
• TB Product
• TB Implementation
• TB Service Managers (TBSM)
• Credit, Risk & Compliance team in the region / country as appropriate

• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

• University degree holder
• Minimum 10 years of relevant Transaction Banking sales experience, ideally in the international/regional environment preferably with a good understanding of the market competitive landscape.
• Experience in handling cross border payments for financial institutions/paytech companies would be an added advantage
• Expertise in the payment environment, infrastructure and emerging trends in the payment space particularly cross border payments is a prerequisite
• Strong communication and influencing skills, proven track record to work in a collaborative cross-border team environment with multi-cultural stakeholders.
• Strong analytical and problem-solving skills

• Sales Proposal & Presentation
• Client Relationship Management
• Cross Selling
• Strategic Sales Planning
• Good Understanding of Cash & Trade

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.