Treasury and Structured Product Specialist - Retail Banking and Wealth Management


Technical Skills

  • Economics
  • FX
  • Manufacturing
  • Mathematics
  • Microsoft Exchange Server
  • MPF
  • Relationship Management
  • Sales
  • Sales Management
  • Structured Products
  • Treasury
  • Wealth Management
  • Wholesale Trading

Job Description

Treasury and Structured Product Specialist - Retail Banking and Wealth Management

Location: Asia Pacific-Hong Kong-Kowloon-Kowloon

Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as Treasury and Structured Product Specialist.
Principal responsibilities
  • Work with internal counterparts like product teams, frontline sales teams and sales management on all foreign exchange and structured product sales and services to achieve the volume and revenue targets set for all lines of treasury and structured products
  • Actively engage in direct sales activities, mainly via phone contact with customers for their new transactions and the rollover of current portfolios
  • Provide technical support to the relationship management team in their dealings with sophisticated and jumbo structured products
  • Provide technical and skill coaching to junior and new joined staff within team in order to achieve the team target


  • University graduate with a degree with honors in economics, finance, business, mathematics or a related discipline
  • Solid industrial experience in either the wholesale or retail environment with a focus on the manufacturing or distribution of treasury and structured products
  • Ability to write high level market commentaries and product communications
  • Strong team player with excellent interpersonal, communication and presentation skills
  • Good knowledge of all wealth management products, including investment and with an expertise in customer portfolio management and the use of Wealth Explorer
  • Valid investment sales and wealth management licenses with accreditation
  • Relevant insurance, investment and Mandatory Provident Fund licenses required
  • Fluency in written and verbal English and Cantonese and a communicative level of Mandarin
You’ll achieve more when you join HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Employment TypeFull-time
Education LevelBachelor
LanguageEnglish, Cantonese, Mandarin (Putonghua)
HSBCPrivate Banking and Wealth Management

1 Queen's Road Central, Central

directions_walk6 mins walk from Central Station