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Treasury Specialist

Hong Kong
Job Type
8 Sep 2022

Main 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 customer through outbound calls and sales meetings

- Drive FX related sales activities to achieve individual and team targets

- Ensure daily sales activities in compliance with the Bank's standard


- 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

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