You may also like

Private Wealth Management Asia, Talent Learning Specialist Hong Kong

Morgan Stanley
  • Investment Advisory
  • Investment Management
  • +4 skills
  • +5 skills

Corporate Treasury - Treasury Capital Markets, Senior Manager /Vice President (Hong Kong)

Morgan Stanley
  • Management Reporting
  • Microsoft Excel
  • +2 skills
  • +3 skills

Private Wealth Management Asia, Talent Acquisition Specialist, Hong Kong

Morgan Stanley
  • Wealth Management

Financial Management Manager (Treasury-Funding Pool Management)

Bank of China
  • Accountancy
  • Basel III
  • +5 skills
  • +6 skills

Senior Treasury Product Manager (Fund) / Treasury Product Manager (Fund)

Bank of China
  • Compliance
  • Product Development
  • +1 skill
  • +2 skills

HK GCB Treasury Specialist Wealth Management

Intermediate (3-6 years)


Technical Skills

  • Accountancy
  • Forecasting
  • FX
  • Interviews
  • Sales
  • Technical Analysis
  • Treasury

Job Description

HK GCB Treasury Specialist Wealth Management

Location: APAC-HKG-Hong Kong-Hong Kong

  • 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
  • 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


  • 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
  • Able to work under pressure to deliver the individual sales target.
  • Positive and good coperate 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
  • Mature, hardworking and team player
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelNon-specified
QualificationHKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)
CitibankFinancial Services, Retail and Commercial Banking

50/F, Champion Tower 3 Garden Road Central, Hong Kong

directions_walk12 mins walk from Admiralty Station