Senior Treasury Specialist

Found in: Talent HK C2 - 3 weeks ago


Hong Kong, Hong Kong SAR China Standard Chartered Bank Full time

Role Responsibilities

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

Responsibilities

To provide supports to RMs on Treasury Products (include FX, Structured Products and Fixed Income) with accuracy and efficiency 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 collaborate with branch sales staff to broaden active client base and deepen banking relationship with existing clients, particular in Priority Private Segment. To execute clients’ order and respond client enquiry accurately and efficiently To work closely with branch sales staff to optimize the sales results. To maximize business opportunities to achieve individual sales target. To provide training and coaching support to branch sales staff such that to uplift the sales productivity and product knowledge.

Strategy

To meet the agreed KPI target set at scorecard, for both financial and non-financial KPI 

Business

Support CPBB clients 

Processes

IPSP framework 

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. To comply with the guidelines listed in operation manual and IPSP on all sales process

Governance

Sales Governance, Conduct Governance, Legal & Compliance

Regulatory & Business Conduct

Display exemplary conduct and live by the. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead the team to achieve the outcomes set out in the Bank’s Conduct Principles. Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

Internal Contacts

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

Other WM Teams

To work on the alignment of sales strategies and efficiency across products For daily operation supports and exception approvals

Investment Advisory

To align strategies Build synergy between branches and TSC

Distribution Network

To achieve on-bank synergy in delivery of total customer benefit and total business results.

External Contacts

Customers

To provide sales and service supports to facilitate customer financial decision To maintain good relationship with existing / potential customers

Our Ideal Candidate

RILicense1&4

Role Specific Technical Competencies

Banking experience Business Drive Product Knowledge (FX+ Investment) Product presentation and selling skill
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