Manage a International Private Banking FX Product and Advisory Platform and own the FX P/L. Drive the Product Strategy on the larger FX business platform and provide advice to Client Advisors with executable product ideas to drive performance. For the platform, the focus is on robustness, control and compliance.
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 CTBC 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
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
Key Competencies
· Detailed knowledge of FX analysis and markets
· Experience in FX sales, advisory and managing FI platforms
· End to end knowledge of product cycle
· Understanding of Financial Markets and key investment concepts
· Understanding of portfolio construction and Risk Management concepts
· Legal & Regulatory knowledge
· Product training skills
· Appropriate qualifications to advise/sell products
· Presentational and communication skills, good command in both English and Chinese as role require to liaise with Chinese speaking stakeholders
