Manager, Wealth Management Sales
Role Overview
Support distribution of Treasury investment and structured products to wealth clients through close coordination with Relationship Managers.
Provide product expertise, market views, and execution support.
Key Skills for This Role
Full Job Posting
Job purpose
Support distribution of Treasury investment and structured products to wealth clients through close coordination with Relationship Managers.
Provide product expertise, market views, and execution support.
Key result areas
- Promote structured deposits, FX-linked notes, and income solutions to Relationship Managers and clients.
- Provide product explanations, scenarios, and risk disclosures.
- Coordinate pricing and execution with Treasury desks.
- Monitor post-sale performance and client feedback.
- Support frontline staff training initiatives on TGM products.
Knowledge, skills, and experience
- 5–8 years of experience in investment or structured product sales.
- Strong communication skills and client-facing presence.
- Degree in Finance, Business, or a related field.
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