Treasury Specialist
China Construction Bank
Hong Kong
5天前

Main Responsibilities

  • Work with consumer branches to identify customer financial needs to promote the Bank's FX related business
  • Provide timely market information and share insights with consumer branches sales and customers
  • Order execution including voice recording and document preparation for treasury related products and other investment business such as Bond, ELI / ELN
  • Act as point of contact for all branches on enquiries related to FX related products
  • Identify new business opportunities and re-engage customer through outbound calls and sales meetings
  • Drive FX related sales activities to achieve individual and team targets
  • Ensure daily sales activities in compliance with the Bank's standard
  • Requirements

  • University graduate with minimum 3 years of relevant, with exposure in treasury products and FX
  • Possess HKSI qualification or equivalent
  • Qualification in ECF is preferred
  • Good understanding of the regulatory requirements for carrying out wealth management business
  • Self-motivated team player, able to work independently under pressure
  • Good command of written and spoken English, Cantonese and Putonghua
  • Strong communication, presentation and interpersonal skills
  • Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

    All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.

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