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Teresa Lee
Managing Director – Head of Corporate Treasury Sales
Ho Man Tin,Hong Kong
Summary
Experienced banking professional with 30+ years of expertise in corporate treasury sales, cash management, and trade finance. Proven track record of leading high-performing teams, driving double-digit revenue growth, and delivering innovative global treasury solutions for multinational corporations. Proficient in fostering strong client relationships, developing strategic sales initiatives, and ensuring regulatory compliance. Fluent in Cantonese, English, Mandarin, and Japanese.
Overview
32
32
years of professional experience
4
4
Languages
Work History
Managing Director – Head of Corporate Treasury Sales, Hong Kong
Bank of America N.A.
02.2011 - Current
- Lead a corporate treasury sales team focused on Large Local HK and China-headquartered corporates, as well as inbound subsidiaries of APAC, US, and European multinationals
- Develop and execute sales strategies to increase market share and deepen global wallet share, achieving double-digit revenue growth for 10 consecutive years
- Drive client-focused solutions across Treasury and Trade Finance products, including global liquidity structures, H2H payment solutions, Intelligent Receivables, and Supply Chain Financing
- Supervise and mentor sales officers, ensuring adherence to consultative sales approaches and compliance with AML, KYC, and risk policies
- Spearhead cross-functional collaboration to align regional initiatives with firm-wide goals, enhancing teamwork and productivity
- Organize themed client events and formulate marketing strategies to elevate the bank’s market profile in Hong Kong
- Actively contribute to the APAC Diversity and Inclusion Council, Hong Kong Philanthropy Committee, and Local Management Team
Senior Vice President – Corporate Treasury Sales, Hong Kong Team Leader
Bank of America N.A.
06.2006 - 02.2011
- Led two corporate treasury sales teams, focusing on Large Local Corporates, MNCs, and Global Commercial Banking clients
- Established the first Account Management Unit in Asia to optimize cost efficiency and client portfolio management
- Delivered consistent double-digit revenue growth over 5 years through strategic sales initiatives
- Provided coaching and mentorship to sales officers, enhancing their consultative sales and structuring capabilities
- Ensured strict compliance with AML, KYC, and risk management policies
Vice President – Senior Corporate Treasury Sales Consultant, Hong Kong
Bank of America N.A.
09.1998 - 06.2006
- Managed a portfolio of multinational clients, delivering tailored cash management, trade finance, and FX solutions
- Structured and marketed regional cash management solutions, winning deals for Fortune 500 companies
- Collaborated with product partners across Asia to ensure seamless solution delivery
- Acted as a mentor to junior sales officers, guiding their professional development
Assistant Vice President – Relationship Manager, Corporate Banking Group, Hong Kong
Bank of America N.A.
08.1996 - 09.1998
- Managed over 30 multinational client relationships, increasing share of wallet through cross-selling wholesale banking products
- Ensured consistent local and global relationship strategies for clients
Assistant Relationship Manager, Global Corporate Banking
Standard Chartered Bank
07.1993 - 08.1996
- Supported senior relationship managers in managing a portfolio of European and UK multinational subsidiaries
- Cross-sold trade finance, cash management, and FX products while preparing credit proposals and managing client relationships
Education
International Cash Management Examination - Distinction
The Association of Corporate Treasurers
Bachelor of Business Administration - First Class Honors, Professional Accountancy, Japanese Studies
The Chinese University of Hong Kong
01.1988 - 1 1993
Exchange Program - Japanese Language Studies
Keio University
01.1991 - 1 1992
Skills
Corporate Treasury Sales
Accomplishments
- Consistently achieved double-digit revenue growth for over 10 years.
- Established the first Account Management Unit in Asia for Bank of America.
- Led high-value regional cash management deals for Fortune 500 companies.
- Rolled out the Global Mentorship Program for GPS in APAC.
Interests
Other Leadership Roles
- APAC Diversity and Inclusion Council
- Global D&I Award winner
- Philanthropy Committee
- Country Leadership Team
- Asset and Liability Committee
- APAC Lead for Global Mentorship Program
Timeline
Managing Director – Head of Corporate Treasury Sales, Hong Kong
Bank of America N.A.
02.2011 - Current
Senior Vice President – Corporate Treasury Sales, Hong Kong Team Leader
Bank of America N.A.
06.2006 - 02.2011
Vice President – Senior Corporate Treasury Sales Consultant, Hong Kong
Bank of America N.A.
09.1998 - 06.2006
Assistant Vice President – Relationship Manager, Corporate Banking Group, Hong Kong
Bank of America N.A.
08.1996 - 09.1998
Assistant Relationship Manager, Global Corporate Banking
Standard Chartered Bank
07.1993 - 08.1996
Exchange Program - Japanese Language Studies
Keio University
01.1991 - 1 1992
Bachelor of Business Administration - First Class Honors, Professional Accountancy, Japanese Studies
The Chinese University of Hong Kong
01.1988 - 1 1993
International Cash Management Examination - Distinction
The Association of Corporate Treasurers
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