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Assistant Vice President, Treasury Specialist, Consumer Banking

Citigroup Inc.

Pennsylvania

Hybrid

USD 70,000 - 110,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a dynamic Assistant Vice President, Treasury Specialist to join their innovative team. This exciting role involves providing daily market updates, advising clients on treasury products, and identifying new sales opportunities. You will work closely with clients to deliver tailored solutions while ensuring compliance with regulations. The position offers a unique opportunity to grow your career in a supportive environment that values your skills and contributions. If you have a passion for finance and a desire to make a positive impact, this role is perfect for you.

Qualifications

  • Undergraduate degree in business disciplines preferred.
  • Good knowledge of treasury instruments and market forecasting.

Responsibilities

  • Provide daily market updates and strategic trading plans.
  • Promote treasury products and identify new sales opportunities.
  • Coach and motivate team on FX products.

Skills

Treasury Instruments Knowledge
Market Forecasting Techniques
Communication Skills
Client Servicing
Sales Skills
Fluency in English
Fluency in Cantonese
Fluency in Mandarin
Risk Assessment

Education

Undergraduate Degree in Business

Job description

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as Assistant Vice President, Treasury Specialist - Hybrid (Internal Job Title: Assistant Vice President, Treasury Specialist - C12) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decisions, and manage your financial well-being to help plan for your future.

In this role, you’re expected to:

  • Provide daily market updates and trading strategic plans for clients and individual sales staff.
  • Promote and advise customers on treasury products with major emphasis on Premium Account (PA), FX margin, Treasury Plus, FX leveraged, FX conversion, Gold trading, RMB, FX-structured products.
  • Identify and solicit new leads for sales opportunities through outbound calls and face-to-face interviews with customers.
  • Give coaching and motivation on FX products through daily interactions; and pairing with Bankers to meet team goals.
  • Be responsible for delivering individual Treasury goals; and working with Branch Managers to set plans to meet financial commitments.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

As a successful candidate, you’d ideally have the following skills and exposure:

  • An undergraduate degree preferably in business disciplines.
  • A good working knowledge of various treasury instruments and market forecasting techniques.
  • Relevant working experience in servicing FX margin clients and individual accounts.
  • Enthusiasm in achieving goals with a positive and open mindset to embrace changes.
  • Excellent communication and people skills; and be fluent in English, Cantonese, and Mandarin.
  • Licensed in HKSI paper 1, 7, 8.

Take the next step in your career, apply for this role at Citi today.

https://jobs.citi.com/dei

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group: Consumer Sales

Job Family: Consumer Product Sales

Time Type: Full time

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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