Associate Director, Team Mgr., Treasury Specialist, WS

Job Summary

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

Key Responsibilities

Strategy

• To lead regional TS team to take on professional advisory role (for both in-branch and hub TS) to provide best-in-town CMPS services for affluent segment, so as to unlock more business potential
• To drive higher deepening and penetration of CMPS portfolio of affluent segment, with sustainable growth of both new-to-product and new-to-advisory clients
• To grow CMPS business with higher productivity & upskilling of TS team, and also usage of digital platform/ tools

Business

• To collaborate with WS and DN partners to broaden active client base and deepen banking relationship with existing clients, Affluent Segment in particular.
• To meet the agreed KPI target set at scorecard, for both activity based KPI that contributes to financial and non-financial KPI
• Driving business performance together with TS, particularly the PP segment performance
• Lead the team to achieve business & scorecard targets and Bank’s strategic priorities
• Enhancing productivity of TS, with regular review on KPIs

Processes

• To ensure Bank Policy and operational procedures are strictly adhered, with controls on TS sales service quality
• To identify potential operational risk and work out to mitigate risk and repeated errors  
• To comply with the guidelines listed in operation manual and IPSP on all sales process.

Qualifications

• Education: University Preferred 
• Licenses: Hkma Ri Licenses 1 & 4
• Languages: Cantonese, English And Mandarin