S&P Global Transaction Manager in Hong Kong, Hong Kong

The Role:

Transaction Manager

The Location:

Hong Kong

The Impact:

You will strengthen the organization s relationship with new and existing clients by developing and executing proactive, dedicated and ongoing client support on transaction management. You will drive continuous service improvement with an ultimate organization s goal of revenue maintenance and client retention.

What s in it for you:

You are responsible for the end-to-end client transaction management for a pre-defined set of accounts in a selected geography. You will be involved across the Sales organization in enabling the sales fulfilment process, including proposal creation, contract development, Anti-Money Laundering - Know Your Customer (AML - KYC) process facilitation, basic commercial communication and order execution. This is a fast-paced, highly collaborative, hands-on and customer-centric role where the individual will need to be both computer literate to drive seamless execution, and highly communicative in order to quickly build trust and relationships for delivering premium customer satisfaction.

Your Skills:

You have a good understanding of how a Business and Sales Operations lifecycle works in the financial services industry. You should have prior work experience in a client servicing role or an operational support to a sales team. You should have strong analytical and time management skills, and be able to communicate effectively with senior management.


  • Execute end-to-end sales fulfilment process including proposal creation, contract development and order execution, ensuring timely delivery and liaising with Finance

  • Collaborate with Business Development representatives and to manage the proposal and contract creation process

  • Collaborate with Relationship and Portfolio Management representatives to ensure effective client communication for smooth processing of order creation

    • Facilitate regulatory requirement for Anti-Money Laundering - Know Your Customer (AML - KYC) processes to fulfil smooth and authorized client on-boarding
  • Focus on business retention by delivering high level of customer service and client satisfaction

  • Contract creation for new business sales based on negotiated commercial arrangement

  • Communicate with clients regarding significant issues and direct their resolution

  • Handle transactional customer queries

  • Accurate billing and system entry to ensure maximum revenue realization

  • Track customer developments and trends to help shape future offerings

  • Own and adhere to departmental standards and processes

  • Appropriate understanding of relevant regulations and company policies

  • Maintains awareness of market and industry trends

  • Strong communication skills to interact with customers and act as bridge between Sales, Finance, Compliance, Products, Operations functions

    • Knowledge of typical Business and Sales Operations processes in the financial services sector, and preferably in the ratings - financial services industry
  • Strong experience in B2B client activity, ideally from client-facing roles, in the financial services industry

What we re looking for:

  • Bachelor degree holder in Business, Finance, Marketing or a related subject

  • 2-4 years of client servicing or sales support experience in the financial services industry

  • Broad based knowledge and understanding of the capital markets and financial service industry

  • Exposure or strong interest in the fixed income market

  • Strong problem-solving and prioritization skills

  • Be able to think critically and reach conclusions independently

  • Demonstrated strong commitment in delivering quality customer service

  • Demonstrate flexibility and proactiveness to fulfil and drive ad-hoc team or client initiatives

  • Excellent communications skills, both written and orally

  • Business proficiency in English and Mandarin Chinese, both computer typing and orally

  • Must display can-do and team player attitude

  • Ability to deal with people at all levels within an organization

S&P Global Ratings

S&P Global Ratings is the world s leading provider of independent credit ratings. Our ratings are essential to driving growth, providing transparency and helping educate market participants so they can make decisions with confidence. We have more than 1 million credit ratings outstanding on government, corporate, financial sector and structured finance entities and securities. We offer an independent view of the market built on a unique combination of broad perspective and local insight. We provide our opinions and research about relative credit risk; market participants gain independent information to help support the growth of transparent, liquid debt markets worldwide.

S&P Global Ratings is a division of S&P Global (NYSE:

SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visitwww.spglobal.com - ratings.

S&P Global is an equal opportunity employer committed to making all employment decisions without regard to race - ethnicity, gender, pregnancy, gender identity or expression, color, creed, religion, national origin, age, disability, marital status (including domestic partnerships and civil unions), sexual orientation, military veteran status, unemployment status, or other legally protected categories, subject to applicable law.