Senior Treasury Specialist

Key Responsibilities

Strategy

• To provide supports to RMs on Treasury Products (include FX, Structured Products and Fixed Income) with accuracy and efficiency
• To collaborate with branch sales staff to broaden active client base and deepen banking relationship with existing clients, particular in Priority Private Segment.
• To work closely with branch sales staff to provide solutions for clients’ reference

Business

• 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 meet the agreed KPI target set at scorecard, for both financial and non-financial KPI
• To provide training and coaching support to branch sales staff such that to uplift the sales productivity and product knowledge

Processes

• To execute clients’ order and respond client enquiry accurately and efficiently
• To comply with the guidelines listed in operation manual and IPSP on all sales process

People & Talent

• Be a dedicated Team-Player. Served as mentor and role module of the team
• Self-motivated and be positive thinking
• Be professional and knowledgeable in relevant products
• Ensure ongoing self-development to upskill ourselves with personal skills, product knowledge and market knowledge
• Support line managers and Business Head to create a positive working environment and drive business priorities and initiatives

Risk Management

• To comply with money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Office and line manager.

Governance

• Strictly follow the Internal and External Guidelines
• All activities are bounded by Bank Governance frameworks

Key stakeholders

• Internal Contacts
• Treasury Service Centre (TSC) non-sales staff
• For operation and sales supports

Qualifications
TRAINING, LICENSES, MEMBERSHIPS AND CERTIFICATIONS

Our Ideal Candidate

• HKSI 1,7 & 8
• Extensive Knowledge on insurance products
• Good presentation and selling skill
• Communicate with client to understand the client needs