Treasury Specialist / Treasury Sales Officer recruitment
KEY RESPONSIBILITIES / CHALLENGES
Sales
* To provide advice on treasury and investment products and market outlook based on approved sales scripts.
* To jointly assess customer's risk appetite, investment preference and return expectations with Relationship Manager at customer meeting sessions.
* To provide timely and relevant treasury advisory given customer's financial objectives and needs profile.
* To facilitate book building 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 customer.
* To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
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.
HIRING CRITERIA
Fundamental
* Minimum Bachelor Degree with 3 - 5 years of Treasury Sales or trading experience
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.
