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Manager, Wealth Management Sales

Job Description - Manager, Wealth Management Sales

Description

Job purpose

Support the distribution of Treasury investment and structured products to wealth clients through close coordination with Relationship Managers. Provide product expertise, market views, and execution support.

Key Result Areas

  • Promote products such as structured deposits, FX-linked notes, and income solutions to Relationship Managers and clients.
  • Provide product explanations, scenarios, and risk disclosures.
  • Coordinate pricing and execution with Treasury desks.
  • Monitor post-sale performance and client feedback.
  • Support training initiatives for front line staff on TGM products

 

Knowledge, Skills and Experience

  • 5–8 years’ experience in investment or structured product sales.
  • Strong communication skills and client-facing presence.
  • Degree in Finance, Business, or related field.

          



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