Treasury Marketing & Product Roles, Global Bankiong
Hong Kong Job Consulting
Hong Kong, Hong Kong
2天前

Treasury Marketing Manager, Institutional Sales

A reputable China-based Bank in Hong Kong is looking for a (Senior) Treasury Marketing Manager, responsible for Institutional Sales.

Responsibilities :

  • Develop business strategy and working plan for institutional customers
  • Coordinate with relationship managers to develop and maintain institutional client relationship by providing professional consulting and trading services
  • Be responsible for customizing financing solutions to help clients reduce their financing costs or currency risks and providing professional advice on packaging of products to seize hedging or investing opportunities
  • Provide timely information / insights to supervisors regarding market opportunities and changes of clients’ needs and update the marketing strategy accordingly
  • Assist direct supervisor in managing daily operation of business; Oversee the progress of business projects to meet the preset target
  • Comply with regulators’ rules and bank’s policies regarding money laundering and due diligence, and the corresponding performance will be evaluated
  • Requirements :

  • Excellent analytical and marketing skills
  • A strong sense of responsibility and willingness to learn regarding the innovation and application of financial products
  • Adhere to professional conduct with good personal qualities
  • Licensed for dealing in securities (Type 1) and advising on securities (Type 4); other necessary professional qualification licenses for treasury marketing
  • At least 3 years’ experience in financial services industry including 1 years’ experience in Treasury Marketing
  • Excellent command of both spoken and written English and Chinese including Mandarin
  • Excellent skills of providing investment and hedging strategy for customers
  • Treasury Marketing Manager , Corporate Sales

    A reputable China-based Bank in Hong Kong is looking for Treasury Marketing Manager, responsible for Corporate Sales.

    Responsibilities :

  • Coordinate with relationship managers to customize financing solutions, in order to help corporate clients, reduce their financing costs or currency risks and seize investment opportunities
  • Be able to execute orders from clients and maintain the corporate client relationship
  • Provide timely information / insights to supervisors regarding market opportunities and changes of corporate clients’ needs
  • Conduct regulated activities under the Hong Kong Securities and Futures Commission regulation, such as advising on securities, dealing in securities, executing orders from corporate clients and providing analyses on equities, bonds or other markets
  • Achieve annual financial target
  • Plan and conduct internal trainings as well as developing strategies and marketing plans for existing treasury products, and support other departments to launch marketing campaigns
  • Comply with local laws, regulations and other guidance as well as bank's policies, risk management and operating procedures in order to control risks and report any problems to supervisors or related departments when necessary and promptly follow up
  • Comply with regulators’ rules and bank’s policies regarding money laundering and due diligence, the corresponding performance will be evaluated
  • Requirements :

  • Well understand treasury products including their basic principles, features and risk factors
  • Excellent analytical skills and a good sense of market practice
  • Strong planning, coordination and communication skills.
  • Think logically and be able to gain clients’ trust
  • Licensed for dealing in securities (Type 1) and advising on securities (Type 4)
  • Necessary professional qualification licenses for treasury marketing
  • At least 3 years’ experience in financial services industry including 1 year experience in Treasury Marketing
  • Excellent command of both spoken and written English and Chinese including Putonghua
  • A strong market sense and be able to proactively provide professional advice to clients
  • A strong sense of responsibility and willingness to learn regarding the innovation and application of financial products
  • A team player with professional conduct
  • Senior) Treasury Product Manager

    A reputable China-based Bank in Hong Kong is looking for a (Senior) Treasury Product Manager, responsible for product development & management of Treasury Products in Global Banking.

    Responsibilities :

  • Apply new market trends and new technologies in product development with consideration of reality needs
  • Perform independently product development tasks, including but not limited to drafting system UR, conducting PDD and coordinating development projects, etc.
  • Able to continuously review daily products and processes with a developmental perspective, and propose and complete optimization in time
  • Participate in marketing & training of Relationship Managers, etc.
  • With reasonable sensitivity to the market and solid financial product knowledge and experience, dynamically capture customer needs and discover potential market opportunities, and provide the management with timely and professional product development strategies and recommendations
  • Requirements :

  • Degree holder or above with major in Business Administration, Finance, Investment, Economics or related discipline
  • Professional qualifications in CFA, FRM and equivalent will be an advantage
  • Licensed for HKMA Type 1 (dealing in securities) and Type 4 (advising on securities) or equivalent
  • About 5-8 years relevant working experience in treasury product development and management in banking / financial industry
  • Profound knowledge and understanding of the relevant regulations and policies of the financial market in both China and Hong Kong, especially for the CNY market
  • Fast learner and able to integrate information from multiple aspects to achieve a deep understanding
  • Customer-centric, sensitive to risks and always adhere to compliance principles, and focus on efficiency and effectiveness
  • Strong project management skills
  • Strong planning, coordination and communication skills
  • Excellent command of spoken and written English and Chinese, Putonghua speaking will be an advantage
  • Candidate with less experience will be considered as Treasury Product Manager
  • Interested parties please send your resume in word format with current & expected salary and notice period to leo hkjobc.

    com. For details, please feel free to contact Leo Wong at 62828201 .

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