Senior Treasury Specialist, Wealth Management

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.

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

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.

Our Ideal Candidate

Education: University Preferred Licenses: HKMA Ri Licenses 1 & 4 Languages: Cantonese, English and Mandarin

Role Specific Technical Competencies

Investment Product Technical Analysis Market Analysis Product selling
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