Assistant / Treasury Marketing Manager

Job No.: 499220
Employment Type: Full time
Departments: Global Markets
Job Functions: Financial Management, Relationship Management, Marketing

Responsibilities:

  • Responsible for the sales and marketing, trading business for BOCHK’s Chinese or local financial institutions clients to proactively drive performance; keeping abreast of changes in market and clients’ demand, giving professional advice on sales strategy adjustment.
  • Maintaining high quality day to day contact with clients, pitching and closing of deals, and proper follow up of post deal tasks.
  • Maintain mutually beneficial relationship with Traders and other product manager of Global Markets. Work closely within own team to maximize business revenue and backup other team members.
  • Work closely with other business units e.g. Institutional Banking, Custody to cross-sell and maximize synergy for the bank and cooperating with frontline departments to attend important meetings and sales events. 
  • Coordinate internal departments negotiate and sign legal documents with Chinese or local financial institutions clients, like ISDA/CSA/CDEA and relative legal documents. 

Requirements:

  • Bachelor's degree , with at least 1-3 years’ experience in financial services industry, including 1-3 years’ experience in institutions clients marketing is a plus.
  • Experience with derivatives or other investment related products.
  • Excellent analytical and marketing skills and basic data statistics. 
  • 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
  • Excellent command of both spoken and written English and Chinese including Mandarin.

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