Develop business strategy and working plan for institutional customers
Coordinate with relationship managers to develop and maintain institutional client relationship by providing professional consulting and trading services. Be responsible for customizing financing solutions to help clients reduce their financing costs or currency risks, and providing professional advice on packaging of products to seize hedging or investing opportunities.
Provide timely information/insights to supervisors regarding market opportunities and changes of clients' needs, and update the marketing strategy accordingly.
Assist direct supervisor in managing daily operation of business; Oversee the progress of business projects to meet the preset target (tasks including Global Markets business of BOCHK Southeast Asia institutions)
Comply with regulators' rules and bank's policies regarding money laundering and due diligence. The corresponding performance will be evaluated.
Excellent analytical and marketing skills
A strong sense of responsibility and willingness to learn regarding the innovation and application of financial products
Adhere to professional conduct with good personal qualities
Licensed for dealing in securities (Type 1) and advising on securities (Type 4) ;other necessary professional qualification licenses for treasury marketing
At least 3 years' experience in financial services industry including 5 years' experience in Treasury Marketing.
Excellent command of both spoken and written English and Chinese including Mandarin
Excellent skills of providing investment and hedging strategy for customers