Provide timely market updates and accurate product information to clients and stakeholders.
Proactive engagement with assigned Relationship Managers to identify New-to-Product clients
Monitor market movements and provide regular/ timely feedback/ advisory to clients
Offer appropriate solutions with consideration of clients’ risk profile and investment objectives
Ensure prompt and accurate execution of clients’ orders through systems and/ or market desks
Facilitate book-building of treasury products
Ensure compliance with regulatory and internal compliance policies as applicable
Project a high level of professionalism in all client engagement to uphold image of the Bank
The Successful Applicant
Valid certification in CMFAS Modules 1b, 5, 6, 6a, 8 & 8a
Minimum 4 years’ relevant working and sales experience in treasury sales covering Retail/ Mass Affluent Banking segment.
Extensive knowledge of financial markets products such as but not limited to Foreign Exchange, Fixed Income, Equities and Commodities.
Knowledge of operational, tax, regulatory issues
Excellent communication, sales and presentation skills
Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements
Ability to work independently