Associate Director, Team Manager, Insurance Specialists
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other.
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5,000+ live jobsHybrid in Kwun Tong·Added 7 days ago (last checked 12 Oct)
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• Provide expert support to Relationship Managers on Treasury Products, including FX, Structured Products, and Fixed Income, ensuring accuracy and efficiency in all transactions.
• Partner with branch sales staff to grow the active client base and strengthen banking relationships, with a particular focus on clients in the Priority Private Segment.
• Collaborate with branch sales teams to present tailored solutions for clients, facilitating informed decisions and effective financial strategies.
• Enhance and maintain client relationships by delivering regular market updates and portfolio reviews, ensuring timely follow-up and continued engagement.
• Meet and exceed KPI targets as outlined in the scorecard, covering both financial and non-financial performance metrics.
• Bachelor's degree in Finance, Economics, Business, or a related discipline.
• HKSI Paper 1, 7 & 8 qualifications are required.
• Extensive knowledge of treasury products, including FX, Structured Products, Fixed Income, and related solutions.
• Proven ability to deliver compelling presentations and strong selling skills.
• Excellent verbal and written communication skills, with the ability to engage clients and understand their needs effectively.
• Strong analytical and problem-solving skills, with attention to detail and accuracy.
• Proficiency in Microsoft Office and relevant financial software.
• Ability to work collaboratively with Relationship Managers and branch sales teams to achieve business objectives.
• Customer-oriented mindset with a track record of fostering and maintaining client relationships.
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.