Assistant Vice President, FX Specialist (Treasury)
Core
Provide daily market updates and trading strategic plans, promote treasury products (FX margin, FX conversion, Gold, RMB), and solicit new leads for affluent and ultra-high net worth clients.
Role type
Senior IC FX specialist (treasury sales)
Builds
Treasury products and FX solutions for wealth management clients
Domain
Banking / Foreign Exchange / Wealth Management
Deliverable
product features
Required skills
Treasury instruments knowledge, market forecasting, FX margin servicing, outbound sales, client coaching, risk assessment, compliance adherence
Preferred skills
Enhanced Competency Framework (ECF), Certified Banker (CB)
Technologies
N/A
Responsibilities
Provide daily market updates and trading strategic plans, Promote and advise customers on treasury products, Identify and solicit new leads through outbound calls and interviews, Give coaching and motivation on FX products, Deliver individual Treasury goals, Assess risk and ensure compliance with laws and regulations
Seniority
Senior, hands-on IC