CareerPlan

Treasury Specialist, Treasures (Licensed, Sales Incentive)

Hong Kong, Hong Kong, HKFull-time2026-10-26 → 2026-11-07

Core

Execute treasury product transactions and conduct sales activities for FX, premium, and equity-linked deposit products via inbound/outbound calls and branch referrals.

Role type

Treasury product sales specialist

Builds

Treasury products (FX, deposits, investments) for consumer banking customers

Domain

Consumer banking / Financial services

Deliverable

product features

Required skills

Treasury product sales, FX sales, premium deposit sales, equity-linked deposit sales, regulatory compliance, sales target achievement, branch collaboration

Preferred skills

None stated

Technologies

None stated

Responsibilities

Take in-bound/out-bound business calls to customers and branch sales; execute treasury product transactions; conduct Treasury products sales activity with adherence to external regulatory requirements and internal guidelines; achieve assigned sales target on treasury products; work with branches to deliver quality sales and services; assist team lead to drive/support TSP business of respective branches; provide regular and timely feedback to product taskforce team on customer acceptability on new treasury products & services

Seniority

Mid-level, individual contributor