IB - APAC Wealth Investor Solutions (WIS) Sales – Analyst
Core
Support coverage and development of Private Bank and Wealth Management relationships across Asia, driving FX and Precious Metals OTC derivatives business and assisting in structured note solutions origination and execution.
Role type
Analyst, Institutional Sales (Wealth Management/Investor Solutions)
Builds
OTC derivatives (FX, Precious Metals), structured notes, and client service workflows for Private Bank clients
Domain
Financial Services / Institutional Wealth Management / Derivatives
Deliverable
client delivery
Required skills
FX, Rates, Precious Metals, and Emerging Markets product knowledge; structured note solutions expertise; client relationship management; trade execution and post-trade support; workflow automation and process improvement; regulatory compliance adherence
Preferred skills
Python or VBA proficiency; AI tool application for productivity optimization
Technologies
Microsoft Excel, PowerPoint, VBA, Python
Responsibilities
Support coverage and development of Private Bank and Wealth Management relationships across Asia; Drive and expand the FX and Precious Metals OTC derivatives business with Private Bank clients; Assist in the origination, execution and ongoing development of structured note solutions across FX, Rates and Emerging Markets asset classes; Provide day-to-day support for client pricing, trade execution and post-trade activities; Proactively engage with clients to strengthen relationships and enhance product penetration; Coordinate the onboarding of new client accounts and support product extension initiatives; Partner with internal stakeholders to facilitate efficient execution and client service; Identify opportunities to streamline workflows and automate repetitive processes; Support strategic business projects, regulatory initiatives and franchise development efforts; Maintain accurate records and ensure adherence to regulatory and risk management requirements
Seniority
Analyst, entry-level IC
