At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

The position holder will manage the BJB Hong Kong balance sheet and will be responsible for servicing Front Office for Treasury product offerings. This role will be more focused on project management with less emphasis on trading. May be suitable for a Finance Project Manager wanting to gain hands on experience with traded instruments.

YOUR CHALLENGE

KEY FEATURES OF THE POSITION

Core Responsibilities

• Liquidity Management, adhering to HKMA (and MAS) and internal requirements
• Manage the HK balance sheet to optimize profitability through various market tools such as interbank borrowing & lending/FX Swaps/Repo/Fixed Income
• Actively monitor and source for HQLA to satisfy local regulatory requirements
• Provide research, share market knowledge and ideas for Treasury
• Provide end of day summary to Treasury team heads and members to ensure all regulatory ratios and risk limits are being adhered to
• Administrative responsibility to ensure smooth functioning of the desk such as timely approval of loans/deposits orders, loading of rates, prompt booking/execution of interbank deals

Project & Business Management

• Lead and drive internal workshops to deliver Global Treasury initiatives
• Participate in local projects to support branch wide initiatives
• Analyse, improve & automate Treasury processes and system to enhance operational efficiency
• Work closely with stakeholders like Finance, IT and Operations to identify, resolve outstanding bugs or defects
• Documentation of Treasury requirements, gaps and specifications to technology department
• Preparation and execution of test strategy, test scenarios and test cases. Co-ordination of User Acceptance Testing for Treasury
• Produce regular status report and metric on projects progress
• Business continuity planning and documentation
• Update and maintenance of procedure manuals and process maps
• Preparation of ALCO related documents/minutes
• Data extraction and collation of Treasury inputs for timely submission by the bank for regular/ ad hoc regulatory surveys in HK

Client Management (internal & external)

• Managing and servicing the front office in Treasury product offering which includes Loans and Deposits and Fiduciary Placements
• Provide training to Assistant Relationship Managers periodically to update on products and services offered
• Foster good relationship with external market participants to widen accessibility of liquidity/services for Treasury dealing

Regulatory Responsibilities &/OR Risk Management

• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
• Adhere to all HKMA and MAS regulations. Comply with Head office risk metrics and limits

YOUR PROFILE

SKILLS REQUIREMENTS OF THE POSITION

Personal and Social

• Very good interpersonal & communication skills to relate to internal & external clients
• Able to work under pressure, independently & within a team
• High standard of efficiency & accuracy in work output
• Embodies core values of Care, Passion & Excellence

Professional and Technical

• 3 years experience in financial markets
• Effective workload prioritization
• Ability to work in a team towards shared business goals
• Familiar with legal & regulatory environment locally & globally
• Sound Business development and project skills
• Possess good judgement, analytical skills and the able to work under pressure
• IT/system knowledge (TEMENOS T24, Murex, Bloomberg, Refinitiv, MS Office, Programming skills)
• Knowledge of Tableau, PowerBI benefical
• Proficient with Excel formulas, Pivot Table

Regulatory (where applicable)

• Treasury Markets Associate (TMA) HK Membership

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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