Senior Cash Management Product Consultant - Cash Management - Beijing - 20160802004

  • Competitive
  • Beijing, Beijing Shi, China
  • Permanent, Full time
  • Societe Generale
  • 16 Oct 17 2017-10-16

Senior Cash Management Product Consultant - Cash Management - Beijing - 20160802004


Provide SG China Corporate and Financial institution clients with full range of Cash Management products and solutions (Inward/Outward Remittance Service, E -Banking, Collection Solution, Structured Cash Management, Liquidity Management and Investment Products, etc); Act as primary point of contact and accountability for Cash Management and related activities to clients and Relationship Managers .


Main Responsibilities /Accountabilities / Tasks


  • Work with Relationship Managers to proactively acquire new clients and establish cash management relationship with clients.
  • Actively sell full range of cash management products and solutions to prospects and existing clients.
  • Deepen cash management ties with clients through delivering tailored - made cash and liquidity management solutions to meet clients' sophisticated cash management requirements.
  • Regularly visit clients to further cultivate the relationship and to penetrate in the cash wallet.
  • Implement and drive business related marketing campaigns.
  • Build up strong cash management pipeline and work hard to push for pipeline closing.
  • Coordinate on new sales initiative, track and push for deal closing with branches, provide support to branch cash sales force.


  • Achieve business/ revenue targets allocated for Cash Management Sales
  • Protect the business' bottom line by regularly reviewing business profitability streams to each case.
  • Meet target of new client acquisition as business plan.
  • Ensure professional implementation of Cash Management Sales activities including calling plan, call memo, pipeline, etc.


  • Conduct effective consultative selling and service that meet customer needs.
  • Meet group standard of service quality
  • Response to RFP by delivering high quality cash proposals in a timely manner.
  • Build up/present structured quotation of cash management for customer

Team Work

  • Proactively contribute to team performance
  • Cooperative and supportive to other team members

Compliance Issues

  • Comply with money laundering prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, during on-going business process

Other tasks / relevant responsibilities as assigned by the management.


Candidate Profile

Academic Background(degree and major)

Bachelor graduate in the discipline of international trade, business administration, accounting or economics,

Working Experience / Technical Skills & Know how

  • with at least 3 years' banking experience
  • Solid product and sales knowledge with at least 5 years experience in relevant roles.

Skills & Competencies

  • Strong leadership and project management skills
  • Self-starter and good team player
  • Strong communication skills and fluent oral and written English
  • Strong interpersonal skills

Language Skills

Fluency in Mandarin and English(both written and spoken)

Computer Skill

Well versed in MS Office applications(Word, Excel, PowerPoint is a must)