Treasury Specialist - Premier Private Client

Job Description - Treasury Specialist - Premier Private Client (240001LP)
Treasury Specialist - Premier Private Client (240001LP)Provide superior investment advisory to PPC customers, allowing them to prosper and achieve greater heights through investment strategies & solutions.
They will be provided opportunities to undertake new initiatives and improvement projects to raise the standard of the PPC business.
Key ResponsibilitiesMarketing, dealing, and execution for all wealth products.
To cross-sell and manage the Treasury Portfolio of PPC customers to cater to their investment needs & rollovers.
Establish, develop, and maintain strong business and client relationships.
To generate investment ideas and develop investment solutions (especially Treasury products).
To provide timely investment strategy updates pertaining to their treasury products to both client advisors & clients on market trends, investment strategy & solutions.
QualificationsA minimum of bachelor's degree in any related field from an accredited university/college with at least 2 years of relevant experience in 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 Individuals (HNWI) are encouraged to apply.
Strong communication & interpersonal skills with the ability to influence and lead by example.
Self-motivated team player with high attention to detail and the ability to deliver under stipulated timelines.#J-18808-Ljbffr