Treasury Specialist 財務專家

崗位職責

- 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

任職要求

- 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

Applications who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.