Responsibilities

• To be the resident expert in wealth products and solutions offered in the in-country Treasures platform in the areas of : Portfolio advisory, Asset Allocation model, Unit Trusts, FX, Fixed Ie, Equities and other Derivatives, to provide a holistic view of the entire investment landscape
• To conduct regular coaching, training and market / product briefings to Treasures Wealth Managers to enhance their functionalpetencies & professionalism, raise the level of proficiency and technical expertise, in the course of interacting with customers
• Execute trades for clients
• To participate in joint calls with Treasures Relationship and Wealth Managers to clients with the aim of providing a holistic view of the entire investment landscape including performing asset allocation, product solution and market outlooks
• To work in partnership with Treasures Relationship and Wealth Managers and Business Managers to achieve / exceed cluster targets for sales and revenue of wealth products and solutions
• To provide regular and timely feedback to Treasures product solution team, on customer acceptability on new investment products, services and sales issues
• To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investment

Requirements :

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We offer apetitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Job ID WD64602