Key responsibilities
- Sell the full Payments and Treasury Services suite, including core cash clearing, liquidity management, and foreign exchange solutions, as well as merchant services and trade & working capital solutions.
- Deliver new business goals, including the annual sales plan at target margins; identify prospects and opportunities, develop strategic calling plans, and engage partners and senior stakeholders to influence prospective clients.
- Build trusted, long-term Payments business relationships by taking a holistic and forward-looking view. Identify opportunities to help clients achieve their most important treasury and business objectives.
- Engage clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-focused framework.
- Partner closely with global and regional stakeholders, including Coverage, Product, Client Services, and Implementation teams, to execute the sales strategy.
- Understand unique challenges and requirements across the client segment. Actively participate and contribute in end-to-end product and service reviews to drive continuous improvement of our solution offering.
- Manage the entire sales process, including oversight of implementation and ongoing delivery for client solutions.
- Promote an effective operation risk environment including but not limited to accurate and timely renewals and completion of KYCs and other internal reporting /approval requirements.
- Support AML/Sanction related inquiries at both transactional or relationship levels; coordinate with client and internal teams to facilitate effective compliance investigations and screening.
- Work as a team and provide leadership in planning, organizing and coordinating client events as to promote and strengthen J.P. Morgan’s franchise.
Required qualifications, capabilities, and skills
- Bachelor’s degree or equivalent
- Minimum 5 years relevant experience in Treasury Services sales covering Non-Bank Financial Institutional (‘NBFI’) clients, preferably covering Fintechs (e.g. TPPs, Digital assets) with a proven ability to build and develop relationships, win and close new business.
- Strong product expertise across cash management, foreign exchange (FX), liquidity, and information reporting/management, with a proven track record of selling multi-product, integrated solutions spanning payments, liquidity, FX, merchant acquiring, and trade/working capital structures.
- In-depth understanding of the Hong Kong and broader APAC transaction banking landscape, with strong intellectual curiosity and comfort operating in a dynamic market.
- Excellent communication and stakeholder management skills with fluency in Cantonese & Mandarin to support local language client engagement.
- Established network and experience working with Hong Kong & China headquartered as well as multinational NBFI clients.
- Strong understanding of the local regulatory and compliance environment; including demonstrated experience with AML/KYC risk and control processes.
- Effective partnership mindset with the ability to influence across internal and external stakeholders.