• Competitive
  • Hong Kong
  • CDI, Plein-temps
  • Citi
  • 19 oct. 17

HK - GCB - Senior Treasury Specialist, Wealth Management

HK - GCB - Senior Treasury Specialist, Wealth Management

  • Primary Location: HK,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 17063858


Description

  • 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
  • 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


Qualifications

  • 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
  • Able to work under pressure to deliver the individual sales target.
  • Positive and teamwork 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
  • Mature, hardworking and team player