
Foreign Exchange Specialist - International Wealth and Premier Banking
- Singapore
- Permanent
- Full-time
In this role you will
- Acting as a technical expert in one or several product categories, as relevant to market, such as Currency
- Actively calling clients to provide market movement updates and execute trades based on individual client profiles and needs, to increase wealth revenue while ensuring highest level of customer experience and sales quality
- Reviewing portfolios with RMs, and strategizing currency portfolios to target given market updates
- Provide coaching/guidance to RMs using insights from market updates and client appointments
- Managing client referrals, leads pipeline and action leads to align with Channel goals
- Daily review of achievements and identification of improvement areas with Senior Management to grow client base, revenue and improve customer experience
- Resolving any outstanding operational issues to optimize daily performance
- Ensure daily sales activity management enables achieving the overall business objectives
- Bachelor's degree or equivalent experience
- Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
- Advanced or equivalent experience in priority or premier banking sales preferred
- Strong technical skills in wealth management with emphasis on FX analysis
- Evidence of strong sales results in spot FX and FX option products
- Relationship management experience with high-net-worth clients