Treasury Specialist

Responsibilities

• Work with consumer branches to identify customer financial needs to promote the Bank’s FX-related business
• Provide timely market information and share insights with consumer branches sales and customers
• Order execution, including voice recording and document preparation for treasury-related products and other investment business such as Bond, ELI/ELN
• Act as point of contact for all branches on enquiries related to FX-related products
• Identify new business opportunities and re-engage customers through outbound calls and sales meetings
• Drive FX-related sales activities to achieve individual and team targets
• Ensure daily sales activities are in compliance with the Bank’s standard

Requirements

• University graduate with minimum 3 years of relevant, with exposure in treasury products and FX
• Possess HKSI qualification or equivalent
• Qualification in ECF is preferred
• Good understanding of the regulatory requirements for carrying out wealth management business
• Self-motivated team player, able to work independently under pressure
• Good command of written and spoken English, Cantonese and Putonghua
• Strong communication, presentation and interpersonal skills