Treasury Specialist
Standard Chartered Bank
Hong Kong, Hong Kong, Asia

About Standard Chartered

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation.

This in turn helps us to provide better support to our broad client base. The Role Responsibilities

Strategy, Business, Processes

To provide supports to branch sales staff and clients on Treasury Products (include FX, Structured Products and Bonds) thru phone channel.

  • To provide supports to RMs on Treasury Products (include FX, Structured Products and Fixed Income) with accuracy and efficiency
  • 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 collaborate with branch sales staff to broaden active client base and deepen banking relationship with existing clients, particular in Priority Private Segment.
  • To execute clients’ order and respond client enquiry accurately and efficiently
  • To work closely with branch sales staff to optimize the sales results.
  • To maximize business opportunities to achieve individual sales target.
  • 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.
  • People and 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, Governance

  • To comply with money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Office and line manager.
  • To comply with the guidelines listed in operation manual and IPSP on all sales process,
  • Regulatory & Business Conduct

  • Display exemplary conduct and live by the Group’s Values and Code of Conduct.
  • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank.
  • This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
  • 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.
  • Customers

  • To provide sales and service supports to facilitate customer financial decision
  • To maintain good relationship with existing / potential customers
  • Other Responsibilities

  • For Bank’s Image - enhance the bank’s public image by providing professional services
  • Key Measurements

  • Adherence to Compliance Standard, Operational and Sales Governance controls
  • Achieving of balanced scorecard
  • Achievement of service excellence, compliment or complaints received
  • Demonstrate of brand values behaviours and exercise of Conduct standard
  • Our Ideal Candidate

  • Bachelors Degree prefer
  • With more than 3 years banking experence and specialisation in FX, Structured Products and Bonds.
  • Self-Motivated, Good communication, interpersonal and selling skills
  • Fluent Cantonese, English and Mandarin
  • Relevant Individuals (RIs) with paper 1 & 4
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