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

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: Yes, 25 % of the Time

  • Job ID: 18032801

Description

  • 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.

Qualifications

  • 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