- Leading Regional Private Bank
- Great Remuneration Package
- Great Working Culture
This well-reputed Regional Bank is looking for seasoned investment talent focusing on FX in private banking sector due to great success in their business last year. You will be joining a team of 4 reporting directly to the department head. Great working culture and great remuneration package are provided.
As the product advisor covering FX in a well-reputed Regional Private Bank, your key responsibility will be:
- Develop and execute comprehensive strategies to promote and sell FX products to high-net-worth/ family office clients in line with house research views
- Collaborate with bankers to understand client needs and provide tailored FX solutions.
- Advise clients on suitable FX products based on their risk appetite, investment goals, and market conditions, assure seamless execution of FX and FX Derivatives orders for clients.
- Monitor and manage client portfolios, ensuring optimal performance and risk management.
- Stay updated with global economic and political developments that may impact FX markets.
- Provide timely and accurate market updates and recommendations to clients.
- Build and maintain strong relationships with clients to foster long-term partnerships.
- Collaborate with internal teams, such as trading, research, and compliance, to ensure smooth execution of FX transactions.
- Conduct product trainings and presentations for relationship managers and clients.
- Proactively identify cross-selling opportunities and promote other banking products and services.
- Ensure compliance with regulatory requirements and internal policies.
- Continuously enhance product knowledge and stay informed about industry best practices.
- Generate regular reports on FX product performance and client activity for management review.
- Contribute to the development of marketing materials and campaigns to promote FX products.
- Minimum 6-8 years of relevant FX and Derivatives Sales experience in sell-side or buy-side institution
- A good team player
- Effective communication and presentation skills
- Knowledgeable in Private Banking Products Possess high conduct credentials, ethics, honesty and integrity which align with the Bank’s desired culture, values and behaviours
- Fluent in English, Native in Mandarin (Taiwanese Hokkien is a plus)
- Writing and communication, advising skills, interpersonal and presentation abilities
- Ability to work in a multi-cultural environment
Still considering? Contact Cathleen Chen on +852 3653 5247 for confidential discussion about it, we are always happy to help.