Senior Associate - Treasury Sales and Products Distribution

The Bank of East Asia (BEA); Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

The Bank of East Asia (BEA) is seeking a Treasury Sales professional to support cross‑selling of treasury products to corporate clients in Hong Kong. You will help with product development, marketing and reporting materials, and ensure every trade follows the Bank's standard procedures for regulatory compliance.

You will work with sales teams to achieve objectives, provide treasury advisory services to financial institutions and corporates, execute transactions, and gather interbank market

Qualifications

• University graduate in Finance, Business Management, Marketing or a related discipline.
• Holder of Type 1 and Type 4 license with HKMA / SFC is preferred
• Member of Treasury Markets Association / ECF-TM Qualification in Professional Level II (Role 1) is preferred
• Relevant HKIB qualification will be an advantage
• Minimum 3 years banking experience in which 1-2 years in treasury products sales and advisory related roles.
• Experience in sales and distribution of treasury products or investment marketing is preferred
• Excellent command of both spoken and written English and Chinese; Putonghua proficiency is an advantage
• Entry level / Fresh Graduate will also be considered as Associate

Responsibilities

• Assist in developing a sales plan with sales team leader to achieve sales objectives and targets through the marketing & sale of treasury products and services
• Provide treasury advisory services to financial institutions and corporate customers and support other business units on treasury marketing
• Execute transactions with internal /external counterparties.
• Support and manage execution of treasury products with customers and the relevant internal and external counterparties
• Gather treasury market intelligence from interbank counterparts to identify suitable new products for clients and provide professional inputs for product development

Skills

Treasury sales

Financial advisory

Market intelligence

English proficiency

Chinese proficiency

Putonghua advantage

Education

Finance

Business Management

Marketing

Tools

Type 1 license

Type 4 license

TREASURY qualifications (TM)

HKIB qualification

Job description

Responsible for supporting cross-selling of treasury products and services to corporate customers and other business units of the Bank and within the Group, assist in products development and services and preparing marketing & reporting materials, ensuring all trades follow the Bank's standard procedure set out for Treasury Sales in order to fulfill compliance and regulatory requirements

Responsibilities

• Assist in developing a sales plan with sales team leader to achieve sales objectives and targets through the marketing & sale of treasury products and services
• Provide treasury advisory services to financial institutions and corporate customers and support other business units on treasury marketing
• Execute transactions with internal /external counterparties.
• Support and manage execution of treasury products with customers and the relevant internal and external counterparties
• Gather treasury market intelligence from interbank counterparts to identify suitable new products for clients and provide professional inputs for product development

Requirements

• University graduate in Finance, Business Management, Marketing or a related discipline.
• Holder of Type 1 and Type 4 license with HKMA / SFC is preferred
• Member of Treasury Markets Association / ECF-TM Qualification in Professional Level II (Role 1) is preferred
• Relevant HKIB qualification will be an advantage
• Minimum 3 years banking experience in which 1-2 years in treasury products sales and advisory related roles.
• Experience in sales and distribution of treasury products or investment marketing is preferred.
• Excellent command of both spoken and written English and Chinese; Putonghua proficiency is an advantage
• Entry level / Fresh Graduate will also be considered as Associate

This position is subject to the Mandatory Reference Checking (MRC) Scheme which is implemented by the Hong Kong Monetary Authority (HKMA). In the event of BEA proceeding with a potential offer, you are obligated to give consent for the bank to conduct reference checks with your previous employers as part of the final assessment of your suitability for this role. For more details, please visit The Hong Kong Association of Banks (HKAB)’s website under the Industry Guidelines for FAQs regarding In-Scope Individuals in the MRC Scheme. Further information can also be provided on request.

Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Data Policy, which is available upon request. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.