Position Summary
Responsible for cross-selling of treasury products and services to corporate customers and other business units of the Bank and within the Group, assist in products development and services, ensure all trades follow the Bank's standard procedure set out for Treasury Sales in order to fulfill compliance and regulatory requirements, conduct sharing sessions on product level and target oriented.
Responsibilities
- To assist in developing a sales plan with sales team leader to achieve sales objectives and targets through the marketing & sale of treasury products and services
- To provide treasury advisory services to financial institutions and corporate customers and support other business units on treasury marketing
- To drive, explore and design business solutions and strategies for targeted customers with other business units and other Bank Group entities
- To support and manage execution of treasury products with customers and the relevant internal and external counterparties
- To gather treasury market intelligence from interbank counterparts to identify suitable new products for clients and provide professional inputs for product development
Requirements
- University graduate, preferably major in Finance, Business Management, Marketing or a related discipline
- Holder of Type 1 and Type 4 license with HKMA / SFC is preferred
- Member of Treasury Markets Association / ECF-TM Qualification in Professional Level II (Role 1) is preferred
- Relevant HKIB qualification will be an advantage
- Minimum 7 years of banking experience, in which at least 4 years in treasury products sales and advisory related roles
- Experience in sales and distribution of treasury products or investment marketing is preferred
- Solid customer relationship experience in managing corporate relationships; ability to build and maintain strong connections with clients
- Experience in preparing marketing materials, such as presentation decks with proficiency on Microsoft Office Suite, especially on PowerPoint
- Strong experience and knowledge of treasury products and services, including FX flow services and hedging strategies experience
- Good leadership, presentation and analytical skills
- Excellent command of both spoken and written English and Chinese; Putonghua proficiency is an advantage
(Candidates with more experiences will be considered for the post of Director and less experiences will be considered for the post of Vice President)