AVP / Senior Associate, Treasures Investment Consultant (Onshore), Consumer Banking Group

The employer is a leading financial services group in Asia To be the resident expert in wealth products and solutions offered in the in-country Treasures (Onshore) platform in the areas of: Portfolio advisory, asset allocation model, unit Trusts, FX, Fix Income, Equities and other Derivatives. To participate in joint calls with Treasures Relationship Manager to clients with the aim of providing a holistic view of the entire investment landscape including performing asset allocation, product solution and market outlooks To conduct regular coaching, training and market/product briefings to Treasures Relationship Managers to enhance their functional competencies & professionalism, raise the level of proficiency and technical expertise, in the course of interacting with customers Executing trades for clients To work in partnership Relationship Managers to achieve/exceed cluster targets for sales and revenue of wealth products and solutions Provide regular and timely feedback to Treasures product solution team/CIIP product team, on customer acceptability on new investment products, services and sales issues. To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investment Degree holder with 6 - 8 years of financial services industry experience with strong knowledge of Unit Trusts Sound knowledge of banking and investment products & services and procedures Knowledge of financial market trends, including but not limited to equities, currencies, commodities, fixed income, FX Solid knowledge of compliance and regulatory requirements as well as exposure to multicultural issues Possess Presentation and Training skills Self motivated team players with excellent service aptitude who would enjoy in a fast-paced service focused environment