Treasury Sales Specialist

• Responsible for marketing of treasury products and maintaining client relationship, focusing on delivering satisfactory client services, as well as achieving financial targets
• Developing treasury products-related marketing strategies and sales plans, as well as maintaining client relationships;
• Conducting sales activities of treasury products (including those under regulatory control, such as securities), in manners that are compliant with local laws and regulations, as well as the Bank’s policies and guidelines (such as those on money laundering, KYC due diligence checks, etc.);
• Coordinating with relationship managers to customize clients’ financing solutions, meeting their requirements of minimizing financing costs, hedging currency risks and seizing investment opportunities;
• Supporting the marketing campaigns of other departments, including planning and conducting internal treasury product trainings

Education/Professional Qualifications:

At least Bachelor’s Degree in Economics, banking or in related field

PKMC dealing licenses required

Work experience:

At least 3-5 years’ working experience in financial services industry including 2 year experience in Treasury Marketing

Personal Attributes & Characteristics

Team player with strong self-initiative and ability to multi-task.

Able to work independently and perform under challenging timeline

Knowledge/Tools/Skills

Strong proficiency in analytical skills

Preferably conversant in English and Mandarin (spoken and written)

Good knowledge of treasury products and dealing process

Has good understanding of financial markets

Excellent communications skills and ability to gain clients’ trust

Excellent analytical skills, strong market sense and ability to proactively provide professional advice to clients

Understanding of interest rate derivatives will be a plus

• Responsible for marketing of treasury products and maintaining client relationship, focusing on delivering satisfactory client services, as well as achieving financial targets
• Developing treasury products-related marketing strategies and sales plans, as well as maintaining client relationships;
• Conducting sales activities of treasury products (including those under regulatory control, such as securities), in manners that are compliant with local laws and regulations, as well as the Bank’s policies and guidelines (such as those on money laundering, KYC due diligence checks, etc.);
• Coordinating with relationship managers to customize clients’ financing solutions, meeting their requirements of minimizing financing costs, hedging currency risks and seizing investment opportunities;
• Supporting the marketing campaigns of other departments, including planning and conducting internal treasury product trainings

Education/Professional Qualifications:

● At least Bachelor’s Degree in Economics, banking or in related field

● PKMC dealing licenses required

Work experience:

● At least 3-5 years’ working experience in financial services industry including 2 year experience in Treasury Marketing

Personal Attributes & Characteristics

● Team player with strong self-initiative and ability to multi-task.

● Able to work independently and perform under challenging timeline

Knowledge/Tools/Skills

● Strong proficiency in analytical skills

● Preferably conversant in English and Mandarin (spoken and written)

● Good knowledge of treasury products and dealing process

● Has good understanding of financial markets

● Excellent communications skills and ability to gain clients’ trust

● Excellent analytical skills, strong market sense and ability to proactively provide professional advice to clients

● Understanding of interest rate derivatives will be a plus