Treasury Specialist - Wealth Management Treasury Specialist - Wealth Management …

Standard Chartered Bank Hong Kong
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 02 Oct 19
Base pay + Quarterly incentive
Standard Chartered Bank Hong Kong
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 02 Oct 19
Base pay + Quarterly incentive
-Support RMs to achieve Treasury products targets -Salary structure: Base pay + Quarterly incentive -Licensing requirement: HKSI 1,7,8 -Work location: Tsim Sha Tsui

The Role Responsibilities & Our Ideal Candidate

  • To provide supports to RMs on Treasury Products (include FX, Structured Products and Fixed Income) ensure accurate information is provided to client at all time
  • To provide professional and competent service to client, to facilitate client investment needs and objectives.
  •  To work close with RMs to explore business potentials by providing update market information and provide alternate solutions to meet clients’ needs.
  •  Expand FX business by broaden active client base & deepen relationship with existing client
  • To execute clients’ order and respond client enquiry accurately and efficiently
  • To develop relationship with existing and potential customer
  • Keep update RM and clients on market information and product information
  • Upskill ourselves with updated market and product knowledge
  • To achieve the agreed KPI set at scorecard, included financial and non-financial KPI
  • To meet productivity standard
  • To avoid operation error by familiarise all related sales process and procedures
  • To avoid any client compliant and financial loss incurred
  • To assist the Business head or team manager for driving the Bank agenda or any ad-hoc duties
  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
  • To comply with all relevant policies and procedures covering regulatory, local and group requirements
  • To ensure that control procedures outlined in various BOCs or Procedure Manuals are fully implemented, and ensure staff compliance with the same.
  • To comply with the control requirements in the laid down procedures or Manual relevant to your job responsibilities.
  • Always works with the Bank values and highest Conduct standard
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