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Financial Solutions Expert
2 weeks ago
As a key member of our team, you will play a pivotal role in providing exceptional customer service and support to clients. Your primary responsibility will be to services fixed income, treasury time deposits, and structured solution requirements of clients.
- You will work closely with Institutional Banking Sector as well as Branch Banking Sector as Treasury product provider to their managed accounts.
- Deepening customer relationships to sustain or increase Treasury products wallet share of assigned customer portfolio will also be a key objective.
- Expanding the number of dealing customers and/or products dealt with to grow business will also be crucial to your success.
- Providing customers market updates and forecasts, presenting product briefs as well as investment and hedging solutions to generate business volume will also be an essential part of your job.
You will also be responsible for preparing client call reports, progress, and market feedback reports for regular submission to the Department and Division Head.
Additionally, you will coordinate with the relevant Treasury desk for applicable rates and spot transactions with the designated trader or with Structuring Department to close positions.
Key Responsibilities- Services fixed income, treasury time deposits, and structured solution requirements of clients.
- Works with Institutional Banking Sector as well as Branch Banking Sector as Treasury product provider to their managed accounts.
- Deepens customer relationship to sustain or increase Treasury products wallet share of assigned customer portfolio.
- Expands the number of dealing customers and/or products dealt with to grow business.
- Provides customers market updates and forecasts, presents product briefs as well as investment and hedging solutions to generate business volume.
- Prepares client call reports, progress, and market feedback reports for regular submission to the Department and Division Head.
- Coordinates with the relevant Treasury desk for applicable rates and spot transactions with the designated trader or with Structuring Department to close positions.
- Assists in after-sales requests of clients.
- Ensures that all activities and transactions are compliant with internal policies and regulations.
- Files, safekeeps, and maintains customer files.
- Performs other related functions that may be assigned from time to time.
- Relevant experience in Treasury, Markets Sales, or Trust Sales.
- A licensed Certified Treasury Professional or Fixed Income Market Salesman.
- Effective communication and presentation skills.
- Amenable to work in a fast-paced, competitive environment.
We offer a meaningful career opportunity that provides room for growth and development.
With our strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.
About UsOur company is committed to enhancing your skills and unlocking your talents, helping you evolve into a well-rounded individual.