Job Summary

• To support the initiative of Capital Maerkets Products and Soultions (CMPS) towards furtherance of the Wealth Management strategies focusing on the SME segment.
• To support the unit in overall business development and drive the business strategy in attaining the financial targets.

Key Responsibilities

• To support SME clients for fulfilment of CMPS product requirements.
• To help Treasury Sales team develop a robust and loyal core CMPS customer base by building relationships with key decision-makers to grow business.
• To support SME segment in promoting cross-sell of CMPS products FX, Fixed Income and Wealth Lending by working with segmental product managers on announcing various campaigns, incentives structures, training support.
• To contribute and provide inputs in new product development tailor made for retail banking.
• Provide market and product updates and review and provide financial solutions to our clients over virtual calls/face to face engagements and presentations.
• Provide portfolio analysis and liaise with clients together with the relationship team on portfolio performance and seek opportunity to cross-sell and deepen wallet share.
• Be capable of addressing multi-asset class and different product requirements.
• Increase focus on New to Product and New to Investment for the SME segment.
• Responsible for driving the performance & productivity of SME Fixed Income and FX products.

Skills and Experience

• Knowledge of Market, Products and Processes
• Relationship Management and Client Pitching
• Regulatory Framework and Requirements
• Business Partnering
• Application and PC Skills
• Strong knowledge of movements in Foreign Exchange and bond markets
• Ability to work quickly and accurately under pressure
• Must be an effective communicator and presentable
• Good analytical Skills
• Overall understanding of the Wealth products and solutions

Motivations

• Finding creative ways to unlock new revenue opportunities within existing portfolios.
• Navigating complex client situations involving investments, protection, lending, and wealth planning.
• Balancing commercial objectives with regulatory, conduct, and suitability requirements.

Qualifications

• Holds a minimum University Degree
• CISI/ACI certifications are an added advantage
• English