treasury specialist in Hong Kong

cathleen chen, randstad hong kong
job type
HK$ 32,000 - HK$ 40,000 per month

job details

hong kong
banking & financial services
job type
working hours
HK$ 32,000 - HK$ 40,000 per month
reference number
cathleen chen, randstad hong kong
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job description

  • Prestigious foreign bank
  • Attractive package with great commission and benefits
  • Investment Specialist

our client

Our client is a Well-established leading foreign bank in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced investment professional to join their team.

about the job

As the Investment Specialist, your prime responsibility will be:

  • Providing coaching and mentoring to new joined team members and delivering revenue target of treasury product as agreed and to support multi-skill’s product selling thus ensure delivery of a consistent and superior Customer Experience.
  • Handling customer complaints as well as the account-related enquiries and Customer segment that require in-depth knowledge of a specific product including SFC regulated products and/or service or that require certification.
  • Making referrals to branch for new and existing Customers. you will be also responsible for Wealth Management’s Marketing campaign on both inbound & outbound support.
  • Ensure that the highest level of customer service is provided at all times (esp. related to FX/Equity/Structure Market information) and that customers' consumer banking needs are fully met in a professional and competent manner
  • Maximize the sales of the FX/ Equity/Structure bank's products, and to meet/exceed specific targets where appropriate
  • Generate business through cross selling to existing customers; local sales promotions; and make referrals to branch for new and existing customers
  • Ensure that, whenever possible, cross sell opportunities are fully exploited in dealing with existing and new customers
  • 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

skills and qualifications

  • With HKSI 1, 7, 8 and preferrably a bacheloer degree
  • 3-5 years of experience in retail banking as frontline
  • sophisticated in Treasury Product

If you have the right experience and skills for this role and would like to advance your career to the next level, please apply with your updated resume or contact Cathleen Chen (Principal Consultant - Banking Front Office) at 852 2232 3482 for further discussion or email you updated resume to


treasury, FX, ELI, Treasury specialist, FX specialist, retail banking


HKSI 1, 7, 8

educational requirements

Bachelor Degree