Manage a Private Banking FX Product and Advisory Platform and own the FX P/L as well as providing secondary support to Structured Products business.
RESPONSIBILITIES:
Product Advisory
- Package route to market executable ideas with inputs from 1) Research 2) Industry Intelligence and ground feedback, and 3) current books
- Drive Investment themes and product focus, giving color and depth to the investment books. Provide frontline with actionable focus to maneuver the markets, the support from Research
- Provide solutions for client’s FX requests
- Educate Client Advisors and team members on FX
- Be a recognized authority within the Bank in FX
Product Platform
- Set up access to full range of FX offerings
- Manage relationships with major counterparties and key market players
- Ensure full compliance with regulatory requirements and bank's product development and management policies
- Ensure end to end platform readiness and robustness for product sale
- Manage internal relationships with key enablement partners and stakeholders
- Ensure all products are reflected correctly in the Bank’s books
- Support development of MIS and post transaction reporting to ensure regulatory compliance and support investment and product performance monitoring
- Work with team members to ensure adequate coverage at all times
- Work with related parties to drive policy enhancements
Sales
- Provide Investment Consultants and RMs with trading ideas, market information and sales tools
- Provide input on FX for internal and external publications
- Develop marketing materials
- Making timely actionable calls in relation to market and books, to help frontline manage clients
Project and process owner
- To own, manage and drive all FX related projects and support Structured Products related projects
- Working with all relevant stakeholders across PB to co-ordinate, facilitate discussions, resolve issues, system capability, manage end-to-end process and life cycle of FX related products, as well as all client facing documents
- Focus on robustness, efficiency, control and compliance
- Manage all related systems and process requirements to drive efficiency
- Ensure end-to-end platform readiness and robustness for product sale
REQUIREMENTS:
- Detailed knowledge of FX analysis and markets
- Experience in FX sales, advisory and managing platforms
- End to end knowledge of product cycle
- Understanding of Financial Markets and key investment concepts
- Understanding of portfolio construction and Risk Management concepts
- Some project management experience, experience in owning and/ or driving Projects
- Some experience in systems and process engineering/ handling
- Some exposure or knowledge in Structured Products preferred
- Legal & Regulatory knowledge
- Strong in Mandarin to interract with Mandarin-speaking stakeholders and clients
- CACS certified
EA License Number: 23C1935 | EA Personnel Number: R1551292
