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Treasury Specialist

Treasury Specialist

Talent Axis Management Consulting Group LimitedHong Kong
30 天前
职位描述

Responsibilities :

  • Work with branches to find out customer financial needs and promote the Bank's FX related business
  • Share updated market information and insights with branches sales and customers
  • Order execution including 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

Requirements :

  • University graduate with minimum 3 years of relevant, with exposure in treasury products and FX
  • Qualification in ECF is preferred
  • Good understanding of the regulatory requirements for carrying out wealth management business
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    Specialist Specialist • Hong Kong