Treasury Marketing Advisor
6 months ago
Main Responsibilities
- Provide comprehensive solutions to targeted clients, including timely market indication, execution, and trading strategies. Engage in daily maintenance work such as clientele relationship management, P&L reconciliation, monitor fund settlement etc.- Expand treasury products to meet the needs of targeted customers with specific business plan and Policy & Procedure, be able to solve problems during the launch of new products. Ensure adherence to Head Office and local regulatory requirements as well as the Bank's relevant Audit, Credit, Compliance, and Risk policies.
- Demonstrate business acumen on financial market and relevant regulatory requirements. Prepare research report and business analysis for the decision-making of supervisor and management.
- Assist senior team members to manage good relationships with different customer units and middle and back office of the Bank to expand customer base, which can help to meet profit budget goals. Optimize product flow and process as necessary.
- Take up other ad-hoc works as required.
Requirements
- Bachelor degree or above.- Minimum 3 years of experience in active FX/ Forward/ IRS/ CCS/ fixed income trade execution/ dealing.
- Licensed with HKMA/SFC for Type 1 and 4 activities required.
- Qualification for Enhanced Competency Framework on Treasury Management is preferable.
- Thorough knowledge of business practice and principles and in-depth understanding on HKMA requirements.
- Good sense of risk management.
- Be able to work independently with minimum supervision.
- Proficient in MS Office/ Excel/ Word/Power point and Bloomberg or Reuters.
- Self-motivated with strong communication, interpersonal and analytical skills.
- A good team player, hardworking, self-disciplined and willing to work under pressure.
- Good command of both spoken and written English and Chinese, including Mandarin. Applicants 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.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.
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