Senior Associate Retail And Wealth Mgmt Origination Sales - Retail And Wealth Treasury And Capital Markets

Job Purpose

• Drive Treasury product penetration, revenue growth, and advisory quality across assigned Retail and Wealth client portfolios.
• Responsible for originating, advising, and executing Treasury solutions — including FX (spot, forwards, swaps, NDFs), rate-linked deposits, precious metals, and approved structured or yield-enhancement products — while maintaining full compliance with conduct and suitability standards.
  
  

• Revenue Achievement: Meet individual Treasury revenue targets across FX and yield products.
• Client Advisory: Deliver market insights and trade ideas aligned with client risk profiles and objectives.
• Execution Quality: Quote, execute, and confirm trades with precision; ensure timely settlement and post-trade documentation.
• Digital Adoption: Migrate client activity to FX-online and mobile Treasury channels; enhance activation and transaction frequency.
• Conduct & Suitability: Apply target-market classification, risk disclosures, and appropriateness testing for every transaction.
• Relationship Collaboration: Partner with Retail RMs and WM teams to jointly identify Treasury opportunities and cross-sell solutions.
• Market Awareness: Track global macro events, policy shifts, and rate movements; communicate relevant insights to clients and RMs.
  
  

• Bachelor’s in Finance, Business, or Economics; ACI or CFA Level I preferred.
• 4–6+ years of experience in Treasury or FX Sales, covering Retail and Wealth segments.
• Strong technical understanding of FX and rate-linked Treasury products.
• Excellent relationship management, communication, and advisory skills.
• Proven adherence to compliance and control frameworks; experience using e-FX platforms and CRM tools