Treasury Specialist-Standard Chartered Bank

Responsible for marketing and delivery of FM Products to Retail Clients. Implement strategy of WMPS, Pakistan for Business, Priority & Personal Clients which includes product, pricing and promotion and enhance the breadth of WMPS Product offering to the clients in the assigned region.  

Qualifications and Skills

Qualification: Bachelor’s Degree, CFA Level 1 preferred

Experience: Extensive experience in FX & Wealth products sales, should know how to drive sales in branches 

• Enhance and develop Foreign Exchange Spot and Forward business with existing and new clients.


• Support Head of WMPS, Pakistan in delivering the agreed Budget.


• Deepen relationships with clients for the existing product suite.


• Provide professional advice with respect to Financial Markets products to Bank’s existing and potential customers with a focus on Structured Products.


• Assist Head of WMPS, Pakistan in developing and implementing marketing strategies for Retail Clients.


• Keeping RMs and customers abreast of market dynamics, market trends, and upcoming economic events.


• To ensure documentation for Derivative e.g. Board Resolution, ISDA, Generic Risk Disclosure statement, Customer Appropriateness


• To identify opportunities for marketing of Financial Markets products in coordination with RC RMs.


• Ensure compliance to Client Limits and adherence to group policies and guidelines.


• Availability of fair and competitive pricing from various FM trading desks.


• To keep abreast of the latest market developments, competitors tactics and develop a stream of market intelligence.


• Ensure efficient client management to ensure reduced customer client complaints.


• Maintaining close relationship with bank personnel including Financial Markets, RC RMs, Trade Services and CMO departments.


• Support the Head of WMPS in overall business development to deliver the strategy and budget.


• Ensure compliance of AML, CDD policies & procedures in accordance with Group and Local Regulatory guidelines.

KEY RELATIONSHIPS:

1. Segment Product Team

2. FM Trading Desk

3. Middle Office, FM Operations, Trade Finance & CMO

4. Channel & Clients

FOR:

• Seamless Product delivery, Performance & Client management.


• Fair, objective and competitive pricing.


• Smooth processing & compliance with local regulation.


• Acquisition, retention and deepening of wallet.