Investment / Treasury Specialist
WallStone Partners & Company Limited
Hong Kong, Hong Kong

Our client is an international bank and they are seeking the right candidates for the position of Investment / Treasury Specialist to join their banking teams.

Responsibilities :

  • Provide daily market update and trading strategic plan for clients and individual sales staff
  • Promote and advise customers on Investment / Treasury products
  • Identify and solicit new leads for sales opportunity through face-to-face interviews with customers
  • Coaching and motivation on Investment / FX products through daily interactions
  • To enhance product knowledge and sales technique to Branch colleagues
  • Products by regular market update and technical analysis
  • To work with Branch Managers to set plan to meet financial commitment
  • Responsible for driving pairing Bankers to meet team goals
  • Qualifications :

  • An undergraduate degree preferably in business disciplines
  • A good working knowledge of various treasury instruments and market forecasting techniques
  • At least 4 years of relevant working experience in servicing FX margin clients and individual accounts
  • Enthusiasm in achieving goals
  • Positive and good cooperate mind set
  • Open mind and willing to embrace changes
  • Excellent communication and people skills
  • Fluency in English, Cantonese and Mandarin
  • Licensed in HKSI paper 1, 7, 8
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