Director Wealth Sales
Role Overview
Lead wealth sales for Treasury products, driving investment and structured-solution penetration among affluent and high-net-worth segments with Relationship Managers.
Key Skills for This Role
Full Job Posting
Role purpose
Lead wealth sales for Treasury products, driving investment and structured-solution penetration among affluent and high-net-worth segments with Relationship Managers.
Key responsibilities
- Define and implement sales strategies for structured deposits, FX-linked investments, and fixed-income notes.
- Manage and coach Wealth Sales specialists supporting Relationship Managers.
- Coordinate with product, trading, and marketing teams on campaigns and pricing.
- Ensure adherence to suitability, product-governance, and conduct-risk requirements.
- Monitor sales performance, client satisfaction, and portfolio outcomes.
Knowledge, skills and experience
- 12+ years’ experience in wealth or investment product sales.
- Deep understanding of structured and investment products for retail and wealth clients.
- Strong leadership and coaching skills.
- Degree in Finance, Business, or a related field.
Employment details
- Work type is full-time.
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