Treasury Specialist - Premier Private Client

Treasury Specialist - Premier Private Client-(240001LP)DescriptionProvide superior investment advisory to PPC customer, allowing them to prosper and achieving greater heights through investment Strategies & Solutions.They will be provided opportunities to undertake new initiative and improvement projects to raise the standard of the PPC business.Key Responsibilities Marketing, dealing, and Execution for all Wealth ProductTo cross sell and manage Treasury Portfolio of PPC Customer to cater their investments needs & rollovers.
Establish, develop, and maintain strong business and client relationshipsTo Generate Investment Ideas and Develop Investment Solutions (especially Treasury Product).To Provide timely Investment strategy and update pertaining to their treasury product to both Client Advisors & Clients on Market Trends, Investment Strategy & SolutionsQualificationsA minimum of bachelor's degree in any related field from an accredited university/college with at least 2 years and above of relevant experience on equities/securities, foreign exchange, or retail bonds background.Possesses Investor Protection Professional Certification (IPPC) by AICB.Possesses Securities Commissions (SC) Module 6 & 7 and Module 12 & 19a would be an added advantage.Applicants with wealth products experience managing High Net-Worth Individual (HNWI) is encouraged to apply.Strong communication & interpersonal skills with ability to influence and lead by example.Self-motivated team player with high attention to details with ability to deliver under stipulated timeline.