个人金融银行-Treasury Services Officer
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职位描述/要求:
Responsibilities
- Monitor and analyze FX trends based on technical and fundamental analysis (relying on Citigroup and market research commentaries).
- Clearly communicate the strategies and views (including written commentaries) on FX trends to RMs/PBs and customers on a non-discretionary basis.
- Have direct contact with customers, and work in seamless partnership with RM/PB to promote and cross-sell FX and treasury products, by understanding customers’s investment needs &product suitability and recommending appropriate portfolio allocation strategies to meet the needs.
- Demonstrate balanced approach in explaining product features and benefits and ensuring that customer understands the risks involved.
- Share the PA goals of the branch and work closely with RM/PBs to achieve the PA monthly goals
- Track and monitor PA maturities/rollovers and work on rollover strategies with the branches
- Particiapte in customers seminars/events to educate customers and build awareness
Qualification
- High Integrity
- Graduate with at least 2 years of working experience in a FX related job function
- In depth knowledge of FX, financial market and economic trend
- Strong team-work and communication skills
- Customer oriented
- An independent worker that is goal oriented
- Proficient in language, both spoken and written Mandarin and English
联系方式:

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