VP/ AVP, Treasures Investment Counsellor (Licensed), Private Banking
Core
Drive investment revenue growth by promoting equities, fixed income, and managed solutions to clients and internal teams.
Role type
Senior IC Private Banking Product Sales Specialist
Builds
Investment products for Private Banking clients in Asia
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge (equities, fixed income, structured products), sales and marketing, market analysis, regulatory compliance, financial data analysis
Preferred skills
Product launch collaboration, presentation skills
Technologies
Microsoft Excel, PowerPoint
Responsibilities
Generate revenue from investment products, serve as product expert for internal stakeholders, identify and promote products with market insights, present products during meetings, monitor financial markets and trends, ensure regulatory compliance
Seniority
Senior, hands-on IC