AVP/SA, Client Trade Specialist, Private Banking, Consumer Banking Group
Core
Execute client investment transactions and manage end-to-end trade workflows for Structured Products and Alternative Investments in Private Banking.
Role type
Senior IC client trade specialist (private banking)
Builds
Execution of client instructions and trade records for non-tagged PB & TPC accounts
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Structured Products, Alternative Investments, FX, Equities, Fixed Income, OTC derivatives, Funds, Private Equity, pre-trade checks, trade execution workflows
Preferred skills
CACS Paper 1 & 2 certification
Responsibilities
Execute client investment transactions accurately and efficiently; Coordinate with Front Office for timely execution; Manage end-to-end trade execution workflows; Perform rigorous pre-trade checks for suitability and compliance; Maintain clear and accurate records of executed trades; Identify and drive improvements in execution processes and operational efficiency.