Personal Banking - Treasury Specialist

Job description

Role overview :

Provide daily market update and trading strategic plan for clients and individual sales staff

Promote and advise customers on treasury products with major emphasis on Premium Account (PA), FX margin, Treasury Plus, FX leveraged, FX conversion, Gold trading, RMB, FX-structure product

Identify and solicit new leads for sales opportunity through outbound calls and face-to-face interviews with customers

Coaching and motivation on FX products through daily interactions

Responsible for delivering individual Treasury goal

To enhance product knowledge and sales technique to Branch colleagues on all Treasury Products by regular market update and technical analysis

To work with Branch Managers to set plan to meet financial commitment

Responsible for driving pairing Bankers to meet team goals

Ideal profile :

An undergraduate degree preferably in business disciplines

A good working knowledge of various treasury instruments and market forecasting techniques

At least 4 years of relevant working experience in servicing FX margin clients and individual accounts

Enthusiasm in achieving goals

Positive and good cooperate mind set

Open mind and willing to embrace changes

Excellent communication and people skills

Fluency in English, Cantonese and Mandarin

Licensed in HKSI paper 1, 7, 8

Certified Retail Wealth Professional (CRWP) is preferred