职位信息
Scope of Role
To support transaction-based sales (revenue and AUM growth) of Treasury Products (FX, PCI, Bonds) and/or sales of other “Flow” Products with specific licensing requirements. The TSO services and advises customers based on the full understanding of the customer's financial objectives, risk tolerance and other relevant circumstances
The Role Responsibilities
Sales
To lead and be responsible in the growth of customer base, sales and revenue of flow products (FX, PCI, Bonds and others to be added to the product line),including new to product (NTP)
To provide advice on treasury and investment products and market outlook such as branch morning briefings and other client events based on approved sales scripts
To jointly or independently assess customer’s risk appetite, investment preference and return expectations with Relationship Manager at customer meeting sessions or conversations
To provide timely and relevant treasury advisory given customer’s financial objectives and needs profile
To facilitate book building and execution of treasury orders in a cost-effective, speedy and accurate manner
Based on house views and approved sales scripts, provide regular and timely feedback/ advisory to customers
To ensure compliance with all regulations and controls as set by the Bank and regulatory authorities
To ensure best practice including Treating Customers Fairly (TCF) and other SCB values
Compliance and Control
Comply with all procedures, policies and sales process of the bank
Comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
General Referrals
Make referrals to other channels based on identified customer needs, preferably with high probability of closure.
Our Ideal Candidate
Fundamental
Minimum Bachelor Degree with 3 - 5 years of Treasury Sales or trading experience in FX, additional knowledge and experience in Structured Products, Fixed Income and/or Equities will be an advantage
Functional
Excellent treasury product and industry knowledge and related policies & processes & regulatory requirements
Personal
Good ability to provide leadership, guidance and inspiration to the customers, RMs and other partners
Strong sense of self motivation and discipline in execution
Good communication and negotiation skills with the ability to influence outcomes
Good ability to network with internal and external business stakeholders