Working Hour
Regular Hours
Monday - Friday
Business Area
Location
Working Hour
Regular Hours
Monday - Friday
Location
Business Area
Description

Primary Objective:

Formulate trade strategies and drive teams of Wealth Solutions Sales – managing the Wealth Solutions desk to ensure achievement of revenue targets.

 

  • Manage the Wealth Solutions Sales Team and servicing of Wealth products to clients.
  • Manage the entire Wealth Sales Team’s target revenue by
  • Actively engage RMs (Retail Wealth) to drive the Treasury business and receive updates on business activities and client feedback.
  • Conduct RM training and provide market updates where required.
  • Increase and diversify the team’s client base
  • To assist Section Head in operationalizing various business strategies specified in Business Scorecards
  • To contribute and assist the Section Head in planning and managing the daily operations of the desk/unit
  • Guide and manage a team of Advisors/Sales; in their KPIs and career development.
  • Develop and implement business marketing plans and strategies to ensure continuity and growth of business and profitability.
  • Identify, develop and implement operational solutions and enhancements to improve productivity

Key Responsibilities:

Sales Strategy & Planning

 

  • Provide views, advice and support to Head of Treasury Sales on desk initiatives
  • Formulate tactical plan and strategies to generate sales income to meet budgeted profit target
  • Keep abreast market development internationally and domestically, and apply experience gained for the benefits of the desk
  • Provide direction, technical advice and share experiences with the team
  • To assist Section Head in operationalizing various business strategies specified in Business Scorecards
  • To contribute and assist the Section Head in planning and managing the daily operations of the desk/unit
  • Guide and manage a team of Advisors/Sales; in their KPIs and career development.
  • Develop and implement business marketing plans and strategies to ensure continuity and growth of business and profitability.
  • Identify, develop and implement operational solutions and enhancements to improve productivity
Requirements
Requirements:
Bachelor Degree - Business Administration.
Bachelor Degree - Finance.



  • Minimum of 10 years experience in Treasury Sales at an established financial services institution
  • Degree holder in Business Administration, Finance or related discipline with relevant accreditations and industry qualifications
  • Strong analytical, interpersonal and communication skill
  • Excellent interpersonal and communication skills
  • Strong planning, organizing and analytical skills
  • Strategic thinker, proactive, able to multi-task
  • Able to build relationships with strong diplomacy, negotiation and influencing skills
Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards