Payments-Financial Institutions Group Sales-Associate

As China Financial institutions sector continues to show strong momentum across the APAC region,  as a Payments FIG Sales - Associate within our dynamic sales team, you will play a crucial role in supporting Sales Managers in fostering client relationships and promoting sales. Your responsibilities will encompass the preparation of client research, pitching material, industry analysis, and project assignments. You will also review and analyze transactional data, providing a unique insight into the client's account structure, cash flow, product usage, and regional/global setup. Furthermore, you will coordinate cross-functional stakeholder engagement to ensure alignment with broader firm-wide interests and the clients' objectives.  The core focus of the role will be on providing the full suite supporting to China FIG team, with Payments knowledge capabilities including cash management, foreign exchange, liquidity and trade products. The role requires a moderate sales and support skillset, team player who will work collaboratively with China and regional stakeholders including multiple LOBs.  The position is based in Beijing China. 

Job Responsibilities: 

• Support Sales team on sales pitch materials, prepare client research, industry analysis and project assignments.
• Prepare client account plans, briefing memos, and portfolio management reporting.
• Assist Sales team to ensure that clients are receiving agreed services.
• Review and analyse transactional data to identify key trends, risks, pricing/billing inefficiencies.
• Support the team to manage the end-to-end sales cycle including pricing and fee billing set up.
• Understand the client's account structure, cash flow, product usage and regional/global setup.
• Support Sales managers with preparation of proposals and material for internal approvals.
• Conduct research on existing client portfolios and prospective clients. Provide fundamental research on wallet and how to grow  it .
• Be part of the team to help with due diligence to understand transaction flows and identify associated risks, ensuring robust Anti-Money Laundering (AML) compliance processes.
• Contribute as the voice of the client in cross-functional partner engagement to ensure alignment with broader firm wide interests and the clients’ objectives.
• Develop both internal and client relationships with Sales team key stakeholders.

Required qualifications, capabilities and skills: 

• Bachelor’s degree or equivalent.
• Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions.
• Must be proficient in Excel, Word, and PowerPoint.
• Result oriented, have intention to drive and ensure all facets of the business succeed and maintain financial rigor for the team portfolio.  Able to work under pressure within tight timeframes.
• Aspire to develop the necessary sales and technical skills to ultimately assume a Sales role.
• Excellent communication, influencing and negotiation skills