Treasury Marketing (EO)

Michael Page (Hong Kong); Hong Kong; On-site; HKD 800,000 - 1,000,000; Full time

Benefits offered by this job

Collaborative and professional work environment

Job summary

A reputable bank in Hong Kong is seeking a Treasury Executive to lead the sales team and deliver comprehensive Treasury solutions. The ideal candidate will have over 8 years of experience in banking, particularly in derivatives sales, along with a Bachelor's degree in Finance or Business Administration. Responsibilities include supporting the Head of Treasury, managing client positions, and ensuring compliance with regulations. Candidates must also have strong leadership and communication abilities and be eligible for SFO licensing.

Qualifications

• At least 8 years of experience in banking or financial services, preferably in Treasury or derivatives sales.
• Qualified or eligible for SFO Type 1 and Type 4 licensing.
• Proven sales track record in derivatives.

Responsibilities

• Support the Head of Treasury in delivering Treasury products.
• Act as Executive Officer for regulated activities regarding derivatives.
• Monitor clients’ Treasury positions and manage risk assessments.
• Lead the Treasury sales team and ensure compliance.

Skills

Leadership

Communication

Presentation

Problem-solving

Market analysis

Education

Bachelor's degree in Finance, Business Administration, or a related discipline

Tools

Derivatives products knowledge

Job description

About Our Client

The employer is a renowned bank with a strong presence in Hong Kong. The company focuses on providing comprehensive banking and financial solutions to its corporate client base.

Job Description

Main responsibilities will include

• Support the Head of Treasury in promoting and delivering the Bank’s full suite of Treasury products to clients
• Act as an Executive Officer (EO) under the Securities and Futures Ordinance (SFO) for Type 1 (Dealing in Securities) and Type 4 (Advising on Securities) regulated activities, with a strong focus on derivatives including Non‑Deliverable Forwards (NDF), Interest Rate Swaps (IRS), and Cross‑Currency Swaps (CCS)
• Perform market analysis and customer research to design and recommend tailored Treasury solutions that address clients’ market and risk‑management needs
• Oversee derivatives products (NDF, IRS, CCS) across the full product lifecycle, including term sheets, confirmations, disclosures, and product due diligence and risk assessments
• Monitor clients’ outstanding Treasury positions and credit exposure; execute margin calls, revaluations, and collateral monitoring in collaboration with collateral management teams
• Lead and develop the Treasury sales team, ensuring strong internal controls, effective risk management, and full regulatory compliance in accordance with the Bank’s risk governance framework
• Structure, price, and manage derivatives transactions, coordinating closely with internal stakeholders for sales execution, booking, documentation, and related processes
• Represent the Bank at client meetings, sales activities, and roadshows; develop and execute sales strategies to achieve revenue and growth targets

The Successful Applicant

• Bachelor’s degree or above in Finance, Business Administration, or a related discipline
• At least 8 years of relevant experience in banking or financial services, preferably in Treasury or derivatives sales
• Qualified or eligible to be licensed as an Executive Officer for SFO Type 1 and Type 4 regulated activities
• In‑depth knowledge of derivatives products with a proven sales track record
• Strong leadership, communication, presentation, and problem‑solving abilities
• Excellent command of written and spoken English, Cantonese, and Putonghua

What’s on Offer

Collaborative and professional work environment in Hong Kong.