Senior Treasury Specialist

崗位職責

 1. The Role Responsibilities

To provide supports to branch sales staff and clients on Treasury Products (include FX, Structured Products and Bonds) thru phone channel.

2. Responsibilities

- To provide supports to RMs on Treasury Products (include FX, Structured Products and Fixed Income) with accuracy and efficiency

- To work close with RM, deepen client's banking relationships; actively explore business potentials and identify solutions to suit the clients’ needs.

- Provide professional and competent service to clients, to facilitate client investment needs and objectives

- Foster and deepen client’s relationships by providing regular market update or portfolio reviews for appropriate follow up calls

- To collaborate with branch sales staff to broaden active client base and deepen banking relationship with existing clients, particular in Priority Private Segment.

- To execute clients’ order and respond client enquiry accurately and efficiently

-To work closely with branch sales staff to optimize the sales results.

- To maximize business opportunities to achieve individual sales target.

- To provide training and coaching support to branch sales staff such that to uplift the sales productivity and product knowledge.

 

崗位要求

1. Our Ideal Candidate
-RI License 1&4

2. Role Specific Technical Competencies

- Banking experience

- Business Drive

- Product Knowledge (FX+ Investment)

- Product presentation and selling skill

 

發佈時間：2023-09-20

 

截止時間：Ongoing

 

工作地點：Hong Kong-Tsim Sha Tsui