Treasury Specialist


广州市-天河区 | 3-4年工作经验 | 本科






Scope of Role To support transaction-based sales (revenue and AUM growth) of Treasury Products (FX, PCI, Bonds) and/or sales of other “Flow” Products with specific licensing requirements. The TSO services and advises customers based on the full understanding of the customer's financial objectives, risk tolerance and other relevant circumstances The Role Responsibilities Sales To lead and be responsible in the growth of customer base, sales and revenue of flow products (FX, PCI, Bonds and others to be added to the product line),including new to product (NTP) To provide advice on treasury and investment products and market outlook such as branch morning briefings and other client events based on approved sales scripts To jointly or independently assess customer’s risk appetite, investment preference and return expectations with Relationship Manager at customer meeting sessions or conversations To provide timely and relevant treasury advisory given customer’s financial objectives and needs profile To facilitate book building and execution of treasury orders in a cost-effective, speedy and accurate manner Based on house views and approved sales scripts, provide regular and timely feedback/ advisory to customers To ensure compliance with all regulations and controls as set by the Bank and regulatory authorities To ensure best practice including Treating Customers Fairly (TCF) and other SCB values Compliance and Control Comply with all procedures, policies and sales process of the bank 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. General Referrals Make referrals to other channels based on identified customer needs, preferably with high probability of closure. Our Ideal Candidate Fundamental Minimum Bachelor Degree with 3 - 5 years of Treasury Sales or trading experience in FX, additional knowledge and experience in Structured Products, Fixed Income and/or Equities will be an advantage Functional Excellent treasury product and industry knowledge and related policies & processes & regulatory requirements Personal Good ability to provide leadership, guidance and inspiration to the customers, RMs and other partners Strong sense of self motivation and discipline in execution Good communication and negotiation skills with the ability to influence outcomes Good ability to network with internal and external business stakeholders





• 少于50人

• 银行

渣打是一家领先的国际银行,业务网络遍及全球60个最有活力的市场,为来自145个市场的客户提供服务。渣打网络与“一带一路”沿线市场的重合度超过75%。渣打的使命是利用其独特的多样性促进商业繁荣和增进人类福祉。渣打的文化传承和企业价值都在其品牌承诺 “一心做好,始终如一(Here for good)”中得到充分体现。