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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Consumer Banking, Treasury Specialist

Job Req ID 19130107 Location(s) Kowloon, Hong Kong SAR Job Category Consumer Sales
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Responsibilities:

  • Provide daily market update and trading strategic plan for clients and individual sales staff
  • Promote and advise customers on treasury products with major emphasis on Premium Account (PA), FX margin, Treasury Plus, FX leveraged, FX conversion, Gold trading, RMB, FX-structure product 
  • Identify and solicit new leads for sales opportunity through outbound calls and face-to-face interviews with customers
  • Coaching and motivation on FX products through daily interactions
  • Responsible for delivering individual Treasury goal
  • To enhance product knowledge and sales technique to Branch colleagues on all Treasury 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
  • Certified Retail Wealth Professional (CRWP) is preferred

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Product Sales

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Time Type:

Full time

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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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