Citi Treasury Services Officer_外匯投資服務專員_Retail Banking_台中 in Taipei, Taiwan
Primary Location: Taiwan,Taipei,Taipei
Education: Bachelor's Degree
Job Function: Sales
Shift: Day Job
Employee Status: Regular
Travel Time: Yes, 25 % of the Time
Job ID: 18032801
Increase PA/FX penetration rate
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 branch RM and customers on a non-discretionary basis.
Share the PA goals of branch RM and work closely with frontline to achieve PA goals
Directly contact customers for PA rollovers, reactivation and work in seamless partnership with branch RM to promote, deepen and grow Treasury product AUM/Revenue by understanding
customers' investment needs & product suitability and recommending appropriate portfolio allocation strategies to meet the needs.
Accountable for FX & Treasury AUM and revenue of individual portfolio.
Participate in customers seminars/events to educate customers and build awareness.
With at least 2 years of working experience in a FX related job function.
In depth knowledge of FX, financial market and economic trend.
Good communication skill to work with branch RM and customers Customer oriented