VP, Specialist, FX Advisory, Private Banking
Core
Provide professional FX advisory and execute FX-related services to high net worth clients through Relationship Managers to increase bank activity, market share, and profitability.
Role type
Senior IC FX specialist (Private Banking)
Builds
FX solutions and wealth management strategies for high net worth clients
Domain
Private Banking / Foreign Exchange
Deliverable
client delivery
Required skills
FX sales experience, risk management, product selection, market analysis, regulatory compliance, portfolio management, financial platforms (Reuters, Bloomberg)
Preferred skills
Professional finance/investment qualifications, Mandarin language skills
Technologies
Reuters, Bloomberg
Responsibilities
Engage RMs and clients to provide actionable FX solutions; advise on risk management of client positions; coordinate with product providers for new offerings; update sales teams on FX market developments and innovations; perform regulated activities under SFO.
Seniority
Senior, hands-on IC