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Provide advisory services and deliver Global Markets products to retail clients within approved frameworks, including market risk limits, bank policies, and regulatory requirements.
Build and maintain strong relationships with retail clients, driving portfolio growth and enhancing customer engagement across segments.
Collaborate with internal Business Units (BUs), including Retail Banking and Wealth Management teams, to expand the customer base and generate cross-sell opportunities.
Partner with Global Markets strategists and product structuring teams to develop simplified marketing materials and suitable investment or hedging solutions tailored to retail clients.
Ensure delivery of a high-quality client experience while meeting suitability and compliance requirements for retail customers.
Achieve and exceed assigned sales targets, revenue goals, and performance KPIs.
Master's degree in finance, Business Administration, Marketing, Economics or another related field
Minimum 5-8 years with relevant working experience
Result-oriented and Self-driven for success
Strong Interpersonal, Communication, Marketing and Selling negotiation skills
Good command of English and computer literacy
Relevant experience in retail investment advisory & sales is a plus.
Job ID: 148574779
Skills:
Risk management, Compliance tools, Analytical Skills, Regulatory Requirements, Knowledge of regulatory requirements for life insurance business
Skills:
risk assessments, Compliance, Name Screening
Skills:
Promotion Planning, co-marketing initiatives, Promotions, merchandising activities, trade marketing strategies, Analytical Skills, market and shopper data
Skills:
market segmentation , Data Analytics, channel optimization, Project Management, Telemarketing, Performance Management, Financial Management, Direct Marketing, Commercial Strategy Development, Digital Marketing
Skills:
Productivity Improvement, Telesales, sales compliance requirements, sales performance management, Sales Reporting, motor insurance products, Team coaching, Crm Systems, Performance Analysis
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