Position Purpose It is to provide day-to-day trade service and account support for traditional trade business, and support client’s request for information or problem resolution across the full range of trade products, to ensure a good deal execution. The key deliverable of this role is to work with Trade product specialist, and coordinate with different teams, to ensure to deliver a high level of trade service to account clients, with fully responsibility for end to end trade deal execution. The objective is to monitor and accelerate trade revenue realization for the bank, deliver on scope of services/solutions committed to the client within client agreed timelines and ensuring a high quality client experience whilst ensuring adherence to internal process and controls. Direct Responsibilities Provide quality support and service to clients on their day-to-day trade related activities - Follow up deal executions for traditional trade - Pricing quotation and approval seeking - Help to prepare the legal documentation and agree with clients the template / clauses - Check and improve transaction application, documents discrepancies provided by Ops - Follow up with the supporting documents required for each transaction and apply for the necessary approval if needed from business head, legal and compliance - Follow up with the clients the outstanding tasks to complete the deal, e.g. return / completion of deferral, collection of outstanding fees, BG cancellation, etc. - Proper archiving of key documents (pricing, special approvals, deferral, etc.) - Act as contact of point for clients to make day-to-day deal inquiries and provide answers to the clients - Follow up BG/LC flows from Intra-group branches - Work with and back up Trade product specialist for deal execution and for urgent ad-hoc requests - Compliance review (e.g. Hermes / Hermes++) and other administrative tasks - Other team admin support and ad-hoc tasks required by internal / external stakeholders Work with internal stakeholders to ensure smooth deal processing, good client experience and scalable capacity - Consolidate the volume projection and provide timely feedback to Ops - Identify the product / service gap and operational inefficiency, escalate to business heads and participate the projects and initiatives to make continuous improvement. - Comply with internal and regulatory risk and control guideline. Escalate to the business heads the risks arising from the day-to-day deal execution - Obtain and consolidate the market intelligence information including but not limited to market pricing, market trend etc from clients as well as sales team and further escalate to business heads - Coordinate activities to support the control and governance within the sales organization Other support activities including but not limited to: - Coordinate marketing champion, Greenwich surveys, client event, etc. - Other team admin works 注：合同与上海外服（Fesco）签订

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