Treasury Specialist - Wealth Management

Job Summary

The incumbent is to achieve assigned revenue targets through sound provision of treasury solutions to Retail Banking Clients and/ or Relationship Managers in order to meet clients’ desired investment objectives and increase bank’s share of wallet.

Key Responsibilities

• Responsible for meeting assigned targets and contribute to Capital Markets Product Solutions (CMPS )budgets on Structured Notes, Fixed Income, Forex (FX) and Equities related products.
• Proactive engagement with Relationship Managers (RMs) in marketing Capital Markets Product Solutions (CMPS) products and enhance business turnover and profitability.
• Strengthen retail clients’ customer base product penetration in the increasingly important Capital Markets Product Solutions (CMPS) product suite.
• Provide timely market updates and accurate product information to clients and stakeholders.
• Monitor market movements and provide regular and timely feedback to clients.
• Offer appropriate solutions within clients’ risk profile and investment objectives.
• Ensure prompt and accurate execution of clients’ orders through systems and/or market desks as may be applicable.
• Facilitate book-building of treasury products.
• Actively train Relationship Managers (RMs) in Capital Markets Product Solutions (CMPS) products and ensure systems are being effectively and efficiently utilised.
• Keep abreast of competitors’ tactical mapping, pricing, product offerings and market intelligence.
• Work on frontline and client campaigns and initiatives with segments and data insights to drive Capital Markets Product Solutions (CMPS) products and revenue.
• Ensure compliance with regulatory and internal policies as applicable.
• Project a high level of professionalism in all client engagements to uphold image of the Bank.
  
  

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Work in the Treasury Sales Specialist function to achieve the outcomes set out in the Bank’s Conduct Guidelines: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.]
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
  
  

Key stakeholders

• Retail Clients’ Front-line Teams.
• Relationship Managers.
• Capital Markets Product Solutions (CMPS) Dealers
• Capital Markets Product Solutions (CMPS) Product Managers
• Operations
• Legal
• Segment Teams
• Wealth Management
• Branch Operations
  
  

Other Responsibilities

• Embed Here for good and Group’s brand and values in UAE/Wealth Soutions; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures
  
  

Skills And Experience

• Logical thinking and Computing Skills
• Communication Skills
• Product Knowledge –Bonds, Forex (FX), Equities, and Structured Notes
• Understanding of Financial Markets
  
  

Qualifications

• 5 to 10 years’ relevant working and sales experience in treasury sales covering Retail/Priority Banking segment.
• Strong aptitude for sales, business prospects management and deal closure.
• Extensive knowledge of financial markets products such as but not limited to Structured Products, Foreign Exchange, Fixed Income and Equities.
• Knowledge of operational, tax, regulatory issues.
• Excellent communication, sales and presentation skills.
• Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
• Ability to work without supervision.
  
  

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together We

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
  
  

What We Offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.