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Published 1 week ago

Team Lead, Cross Border Linkage

PAO Bank Limited

Job Description

Key Responsibilities and Duties:

  • Develop effective customer acquisition, engagement and retention campaigns and conduct regular result review and enhancement.
  • Enhance customer service operations to ensure high satisfaction levels, addressing the specific needs and concerns of customers.
  • Formulate and execute marketing and business development strategies and initiatives of insurance and investment product to grow the cross-border (China) customer base.
  • Devise strategy and action plan of customer acquisition, cross-selling, up-selling, and monitor the target achievement.
  • Oversee cross border projects and coordinate resources to ensure effective implementation of banking services to suit customers’ needs.
  • Work with relevant stakeholders to devise a customer cross-border journey.
  • Conduct regular competitor analysis and recommend initiatives for keeping the Bank’s market competitiveness in terms of product, channel delivery and customer experience;
  • Enhance brand awareness through marketing campaigns and strategic partnership.
  • Oversee and ensure all works are comply with internal process and procedures, as well as the latest guidelines from regulators in Hong Kong and the China.

Experience and Education:

  • Bachelor’s degree in Business, Marketing, Finance or related discipline.
  • Minimum 5 years of solid experience in investment product particularly in expanding customer bases and marketing within financial services.
  • Strong problem-solving ability; analytical and critical thinking
  • Open-minded; team player; willing to challenge status quo and run extra mile
  • Strong business sense; good communication and interpersonal skills
  • Fluency in English, Mandarin and Cantonese.

Interested candidates, please send your detailed resume with contact telephone number, earliest availability date, current and expected salary via "Apply Now".

Personal information collected is strictly for recruitment purpose only.

Job Particulars

Job source
CTgoodjobs
Job reference
3151608-01#0424
Date published
24 Nov 2025
Job keywords
Banking / Finance - Investment, Banking / Finance - General / Others, Banking, Full-time, Middle management level, Degree, Action Plan, Analytical, Brand Awareness, Business Development, Campaigns, Competitor Analysis, Critical Thinking, Cross Selling, Customer Acquisition, Customer Experience, Customer Service Operations, Finance, Financial Services, Insurance, Interpersonal Skills, Investment Products, Mandarin, Marketing, Marketing Campaigns, Problem Solving, Strategic Partnerships, Strategy, Upselling
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