Citi HK GCB Treasury Specialist Wealth Management in Hong Kong

  • Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong

  • Education: Bachelor's Degree

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 18032197


  • Provide daily market update and trading strategic plan for clients and individual sales staff

  • Promote and advise customers on treasury products with major emphasis on Premium Account (PA), FX margin, Treasury Plus, FX leveraged, FX conversion, Gold trading, RMB

  • Identify and solicit new leads for sales opportunity through outbound calls and face-to-face interviews with customers

  • Coaching and motivation on FX products through daily interactions

  • Responsible for delivering individual Treasury goal

  • To enhance product knowledge and sales technique to Branch colleagues on all Treasury Products by regular market update and technical analysis

  • To work with Branch Managers to set plan to meet financial commitment

  • Responsible for driving pairing Bankers to meet team goals


  • An undergraduate degree preferably in business disciplines

  • A good working knowledge of various treasury instruments and market forecasting techniques

  • At least 4 years of relevant working experience in servicing FX margin clients and individual accounts

  • Enthusiasm in achieving goals

  • Able to work under pressure to deliver the individual sales target.

  • Positive and good coperate mind set. Open mind and willing to embrace changes

  • Excellent communication and people skills

  • Fluency in English, Cantonese and Mandarin

  • Licensed in HKSI paper 1, 7, 8

  • Mature, hardworking and team player

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.