Hong Kong Job Openings

Talent Axis Management Consulting Group Limited
Treasury Specialist, AM/M (Retail Banking)
FULL TIME
November 4, 2024
Key Responsibilities
Collaborate with consumer branches to identify and address customer financial needs, promoting the Bank’s FX-related services.
Share timely market insights and information with sales teams and customers at consumer branches.
Execute orders, including voice recording and document preparation for treasury products and other investments such as Bonds, ELI/ELN.
Serve as the primary contact for all branch inquiries related to FX products.
Identify new business opportunities and re-engage customers through outbound calls and sales meetings.
Drive FX-related sales activities to meet individual and team targets.
Ensure all daily sales activities comply with the Bank’s standards.
Qualifications
University degree with at least 3 years of relevant experience, particularly in treasury products and FX.
Holder of HKSI qualification or equivalent.
ECF qualification is preferred.
Good understanding of regulatory requirements for wealth management business.
Proficient in written and spoken English, Cantonese, and Putonghua.
Interested candidates please forward your resume (in MS Word format) together with current and expected salary details by clicking the APPLY NOW button.
All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.
Full-time
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