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Treasury Sales
2 weeks ago
You will be responsible for acquiring and managing a portfolio of Corporates, Financial Institutions (FI) and Non-Bank Financial Institutions (NBFI) clients from 4pm to 12am.
You will identify and prospect new clients and business opportunities, and manage attrition of existing clients.You will develop and maintain ongoing relationships with clients to provide quality service, and make regular visits to clients, log call reports and ensure effective follow-ups.
You will manage an assigned portfolio of Corporates, FIs and NBFIs on a regular basis to ensure clients' financial objectives are met and will closely monitor client activities through client database on revenue, volume, interests and products.
You will respond to clients' query relating to credit, deposits, products and operational issues and will understand the requirements for working with sovereigns and different client types.
You will obtain market intelligence (market trends, competitors) for timely execution of sales strategies and will ensure compliance with Know Your Customer (KYC) and Anti-Money Laundering - Financing of Terrorism (AML-FT) policies and procedures in order to effectively mitigate and manage risk.
You will develop and implement customised strategic plans for clients based on the knowledge of client's industry, growth projections, funding strategies and objectives.
You will cross-sell products by leveraging on FI and NBFI relationships, including coordinating with other business units and product specialists to market products and services for customised solutions.
You will provide ideas to ensure optimal client reach and product exposure for effective operations that optimise delivery to clients and enable the bank to differentiate itself.
You will maintain professional and technical knowledge by attending educational workshops/ seminars/ conferences to effectively advise clients and keep abreast of market developments.
You will collaborate with the team on analysis, structuring, negotiation, and documentation of limit requests and will seek to know the Bank and the Group in order to drive new business revenue, and to deliver an effective sales distribution of the Bank's FX, money market, capital market, investment and fund products/ services.
You will comply with the Bank's regulatory policies and guidelines and adhere to the internal credit limit framework and Financial Risk Limits set by the Risk Management Department.
Pre-requisitesTertiary educated
Minimum 8 years of relevant work experience in a financial institution
Possess decorum and business acumen to interact with the various stakeholders and departments in the bank
Strong team player who is organised and has good time management skills
Proven track record of working with FIs and NBFIs
An effective communicator who is able to influence others and negotiate well
Demonstrate a high level of work integrity towards clients, colleagues and other counterparties
Your interest will be treated in strict confidence.
Data collected will be used for recruitment purposes only.
Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC's personal information and privacy policy.
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