AM - Global Banking CRM Process Improvement

A Global Bank is looking for an AM to join their business to contribute on their CRM process improvement

Your new company
  • A Global Bank is looking for an AM to join their business to contribute on their CRM process improvement

Your new role
  • Analyse client activities by monitoring revenues and CRM stats and provide suggestions in enhancing the smart analysis of client commercial activities.
  • Contribute in client budgeting and prepare budget data initialization such as mapping tables, jurisdictions access in budget tool Baccarat, mock-up for Tableau dashboards, budget templates etc.
  • Management of CRM tools and provide user feedbacks, also help in promoting CRM usage trough organization of training and communication of new features to users.
  • Prepare benchmarking and Client/Products/Territories market share studies using internal and external data sources.
  • Participate in the implementation of regional client business development projects and initiatives
  • Ensure compliance with Bank’s policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures.

What you'll need to succeed
  • 5+ years of working experience in the related area within the Global Banking industry.
  • Strong communication and presentation skills.
  • Proficient in spoken and written English and Chinese Mandarin and Cantonese.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Keith Ho now @ 22307474. Alternatively, you can also share Keith your updated CV to Keith.Ho@Hays.com.hk.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #1212243

Summary

Job Type
Permanent
Industry
Banking & Financial Services
Location
HongKong
Specialism
Banking and Financial Services
Ref:
1212243

Talk to a consultant

Talk to Keith Ho, the specialist consultant managing this position, located in Hong Kong
6604-06,66/F, ICC, 1 Austin Road West, West Kowloon

Telephone: +85222307474