Treasury Financial Specialist

1 month ago

Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time
Treasury Specialist Job Description

Whether you're starting your career or looking for a new challenge, this role is an opportunity to expand your skills and make a difference at a global bank. At Citi, we're committed to supporting your growth and development with training and exposure to senior leaders. You'll also have the chance to give back and make a positive impact through volunteerism.

Citi Global Wealth (CGW) brings together the full power of Citi to serve clients with varying wealth levels. Our strategies help clients manage liquidity, maximize yields, and transact in foreign currency.

We're seeking a professional to join our team as a Treasury Specialist - Hybrid. As part of our team, you'll have the resources to meet your needs, make healthy decisions, and manage your financial well-being. This includes:

  • We believe all parents deserve time to adjust to parenthood and bond with their families. That's why we offer an expanded Paid Parental Leave Policy.
  • We empower our employees to manage their financial well-being and plan for the future.
  • We have programs to help employees balance work and life, including generous paid time off packages.

In this role, you're expected to:

  • Provide daily market updates and trading strategic plans for clients and individual sales staff.
  • Promote and advise customers on treasury products, such as Premium Account (PA), FX margin, Treasury Plus, FX leveraged, FX conversion, Gold trading, RMB, and FX-structure products.
  • Identify and solicit new leads for sales opportunities through outbound calls and face-to-face interviews with customers.
  • Give coaching and motivation on FX products through daily interactions and pairing with Bankers to meet team goals.
  • Be responsible for delivering individual Treasury goals and working with Branch Managers to set plans to meet financial commitments.
  • Assess risk when making business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets.

As a successful candidate, you should have:

  • An undergraduate degree in business disciplines.
  • A good working knowledge of various treasury instruments and market forecasting techniques.
  • Relevant working experience in servicing FX margin clients and individual accounts.
  • Enthusiasm in achieving goals with a positive and open mindset to embrace changes.
  • Excellent communication and people skills, and be fluent in English, Cantonese, and Mandarin.
  • Licensed in HKSI paper 1, 7, and 8.

Working at Citi means joining a family of over 230,000 dedicated people from around the globe. We offer the opportunity to grow your career, give back to your community, and make a real impact.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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