花旗金融
Assistant Vice President, FX Specialist (Treasury)
Assistant Vice President, FX Specialist (Treasury)
发布于 大约 2 个月前中层管理(经理/总监)
香港特别行政区
高级经验
全职员工
混合式弹性办公
本科
销售与零售
Coaching
Fx
Hksi
Sales
Fx Conversion
Fx Leveraged
Fx Margin
Fx-Structure Product
Gold Trading
AI 估算 · 60k–100k
Based on AVP level at a global bank in Hong Kong, with expertise in FX and treasury products. Market range for this role is typi
职位详情
关于这个职位
This role is an Assistant Vice President position within Citi Global Wealth, focusing on FX and treasury products for wealth clients. You will provide daily market updates, promote complex treasury products (e.g., FX margin, structured products), and drive sales through outbound calls and client meetings. You will also coach bankers and collaborate with branch managers to achieve team goals.
最低要求
· 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 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
工作职责
· Provide daily market update and trading strategic plan 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-structure product
· Identify and solicit new leads for sales opportunity 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 goal; and working with Branch Managers to set plan to meet financial commitment
· 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.
AI 洞察
优缺点分析
优点
- Work for a top-tier global bank with strong brand and resources.
- Exposure to sophisticated treasury products and high-net-worth clients.
- Hybrid working model and comprehensive benefits including paid parental leave.
- Strong training and development programs with senior leader exposure.
- High sales targets and performance pressure in a competitive banking environment.
- Requires fluency in multiple languages and deep product knowledge.
- Need to stay current with volatile FX markets and complex regulations.
- Experienced treasury sales professionals who thrive in a fast-paced, target-driven environment and enjoy coaching junior team members.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to Senior Vice President within Global Wealth or Treasury Sales.
- Transition to broader relationship management or product management roles.
- Opportunity to lead a larger sales team or region over time.
- Provide daily market updates and trading strategies to clients and sales teams.
- Promote and advise on complex treasury products including FX margin, leveraged FX, and structured products.
- Identify new sales leads through outbound calls and face-to-face meetings with customers.
- Coach and motivate bankers on FX products to achieve team revenue targets.
- Deep knowledge of treasury instruments and market forecasting techniques.
- Proven experience servicing FX margin clients and individual accounts.
- Excellent communication skills in English, Cantonese, and Mandarin.
- HKSI licenses (papers 1, 7, 8) are mandatory.
申请策略
- Tailor your CV to emphasize sales results and client relationship management.
- Prepare to discuss how you manage risk and compliance in a fast-moving trading environment.
- Highlight specific experience with FX margin clients and treasury product sales.
- Quantify achievements such as revenue generated, client portfolio growth, or conversion rates.
- Demonstrate language proficiency and relevant licenses (HKSI papers 1,7,8).
- Include examples of coaching or leading sales teams to meet goals.
- Deepen knowledge of structured FX products and hedging strategies.
- Consider obtaining additional certifications like CFA or FRM for credibility.
面试指南
- Use the STAR method (Situation, Task, Action, Result) for behavioral questions.
- For technical questions, structure your answer: define the concept, compare alternatives, and give a real-world example.
- For risk/compliance questions, emphasize your understanding of regulations and your commitment to ethical practices.
- How do you stay updated on FX market trends and incorporate them into client advice?
- Describe a time you achieved a challenging sales target. What strategies did you use?
- How would you handle a client who suffered significant losses on a leveraged FX product?
- Can you explain the difference between FX margin and FX forward contracts?
- How do you train junior bankers on complex treasury products?
职位点评
72
综合评分
AVP FX Specialist at Citi Hong Kong: strong pay & benefits, hybrid work, sales-driven with coaching responsibilities.
更适合这类人
This role is ideal for candidates motivated by competitive compensation, career growth, and a supportive work environment with a good work-life balance.
表现最好
薪资福利
相对薄弱
使命价值
薪资福利85
成长发展80
工作生活75
使命价值50
薪资福利
85较高
The role offers competitive compensation typical of AVP level at a global bank in Hong Kong, plus benefits like paid parental leave and financial well-being programs. Salary is not explicitly stated but is likely above market average.
薪资信号未披露（AI估算：60K-100K/月）
福利待遇Paid Parental Leave、financial well-being programs、paid time off
成长发展
80较高
Citi offers extensive on-the-job training, exposure to senior leaders, and opportunities for growth within Global Wealth. The role itself involves coaching, which builds leadership skills.
技术前沿传统/成熟技术
技术栈FX、Treasury、Premium Account、FX margin、Treasury Plus、FX leveraged、FX conversion、Gold trading、RMB、FX-structure product
成长机会on-the-job training、exposure to senior leaders、grow your career
业务类型profit_center
工作生活
75中等
Hybrid working model provides flexibility, and the company emphasizes work-life balance with generous paid time off. However, sales targets may require occasional extra hours.
工作模式混合式弹性办公
办公地点市区核心地段
加班情况未提及（无法判断）
工作生活平衡generous paid time off packages
使命价值
50较低
While Citi has a global impact, the role is primarily sales-driven and does not directly address broader societal missions. Social impact is neutral.
行业发展稳定成熟行业
社会影响中性/一般
创新程度稳健跟随主流
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