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Treasury SpecialistCiti
  • Not Specified
  • Posted on 22 Aug 2019
Treasury SpecialistCiti

Job Highlights

  • Provide daily market update
  • Coaching and motivation on FX products
  • At least 4 years of relevant working experience

Job Description


  • 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 cooperate 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

Interested parties, please click "Apply Now" to submit your application.

Personal data collected will be used for recruitment purpose only.

Additional Information

Career Level
Years of Experience
4 years
Employment Type
Full Time, Permanent

Company Overview

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

Additional Company Information