Senior Treasury Specialist, Wealth Management
3 weeks ago
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’ referenceBusiness
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 knowledgeProcesses
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 processPeople & 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 initiativesRisk 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 frameworksKey stakeholders
Internal Contacts
Treasury Service Centre (TSC)non-sales staff
For operation and sales supportsOther WM Teams
To work on the alignment of sales strategies and efficiency across products For daily operation supports and exception approvalsInvestment Advisory
To align strategies Build synergy between branches and TSCDistribution 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 MandarinRole Specific Technical Competencies
Investment Product Technical Analysis Market Analysis Product selling-
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