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Analyst, Financial Institutions Treasury

Company

China Construction Bank Toronto Branch

Location

toronto, Canada

Type

Full-time

Treasury Department – Analyst, Financial Institutions Treasury


Mandate

  • To assist the Head of Treasury and Deputy Head of Treasury in managing the Branch’s Treasury department (Financial institution management)


Key Tasks

  • Client Acquisition & Maintenance
  • New Client Development - Identify potential clients through different channels. Build and maintain client profile.
  • Client Relationship Management - Conduct regular visits to key clients. Monitor changes in clients' financial needs.
  • Product Marketing
  • Recommend tailored product portfolios
  • Explain product features and risk disclosures
  • Execute sales processes (KYC, suitability assessment, etc.)
  • Account Management
  • Assist with account opening/modification/closure
  • Handle basic transactions (deposits, transfers, etc.)
  • Credit Services <...

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