Summary
Overview
Work History
Education
Languages
Timeline
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Dickson Wat

Flat 1B, 9 Marigold Road, Yau Yat Tsuen, Kowloon, Hong Kong

Summary

Acting head of Transaction Banking Sales in corporate banking. Built solid network with client and act as a treasury advisor to provide customized cash management solution to drive incremental cash revenue. Led and provided guidance to the team and demonstrate track record of accomplishment.

Overview

11
11
years of professional experience

Work History

Vice President, Transaction Banking Regional Sales

MUFG Bank, Ltd.
04.2022 - Current
  • Acting head in Cash Management sales team, covering Conglomerates, Local Corporate, Real Estate, Public Sector Entities, China SOE, China POE and FI entities
  • Identified cash initiative with senior management and tracking performance throughout the financial year
  • Collaborated with treasury team closely to decide the deposit product pricing for the branch
  • Managed a team of 3 to drive cash balance and revenue by pitching cash management solution in regional basis
  • Provided guidance to the team members on driving business opportunities
  • Collaborated closely with RM department head and their team to drive ancillary business opportunities by leveraging existing relationship and balance sheet support
  • Kept close dialogue with client to understand their cash position and treasury pain point to drive ancillary business
  • Led complex regional RFP responses, covering over 14 countries in APAC
  • Mandated regional H2H implementation for a global corporate client and capturing incremental settlement flow in regional basis
  • Provided customized liquidity solution, including domestic pooling, cross-border pooling (FCY/RMB), notional pooling & Interest Optimization for yield enhancement
  • Promoted ESG related deposit to fulfill client's ESG need
  • Originated local and regional opportunities, managed pipelines proactively throughout the deal cycle
  • Delivered professional TB angle supporting comment in Account Plan and Deal Screening session to senior management


Assistant Vice President, Implementation Advisor

Bank of America
12.2018 - 04.2022
  • Implemented cash management H2H solution, performed file testing through different payment type and format
  • Implemented regional liquidity solution for global corporate, including Domestic Pooling/Cross-border pooling and Notional Pooling
  • Managed a diverse portfolio of projects, ensuring that each project met established quality standards and delivered expected results on time
  • Collaborated with FO in client meeting to provide e-banking/other channel products training
  • Managed numerous large scale Supply Chain Finance program to onboard buyer and corresponding suppliers from different countries
  • Performed new account onboarding for Corp/FI/NBFI with solid understanding in customer due diligence and KYC requirement
  • Collaborated closely with RM, TB Sales, KYC and legal team in daily activities

Cash Management Team Lead

Bank of America
02.2017 - 12.2018
  • Monitored payment transactions are processed as quickly and accurately as possible, and fulfilling local regulatory requirement
  • Participated in Faster Payment System (FPS) migration project
  • Conducted back-end domestic/cross border pooling setup with customized solution
  • Appointed as Project Champion on a change management project and launched the platform in South Korea, Japan and Hong Kong

Credit Specialist

American Express International Inc.
08.2015 - 01.2017
  • Reviewed client's credit references and financial statements to establish credit limits to mitigate credit risk exposure
  • Conducted regular portfolio reviews to investigate goods for sale and mysterious transactions

Financial Services Analyst

Crown Worldwide Group
06.2014 - 05.2015
  • Verified employee's expenses claim against client's policies precisely and accurately
  • Delivered high-quality financial reports, enabling stakeholders to manage the cash liquidity

Education

Master of Professional Accounting -

University of Technology Sydney
01.2014

Bachelor of Finance -

Australian National University
06.2012

Languages

Cantonese
English
Mandarin

Timeline

Vice President, Transaction Banking Regional Sales

MUFG Bank, Ltd.
04.2022 - Current

Assistant Vice President, Implementation Advisor

Bank of America
12.2018 - 04.2022

Cash Management Team Lead

Bank of America
02.2017 - 12.2018

Credit Specialist

American Express International Inc.
08.2015 - 01.2017

Financial Services Analyst

Crown Worldwide Group
06.2014 - 05.2015

Bachelor of Finance -

Australian National University

Master of Professional Accounting -

University of Technology Sydney

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Dickson Wat