Senior Associate, Advisory and Central Dealing, Sales & Distribution Channel

Treasury Income and Investment Strategies
Responsible for all treasury income lines, including structured products, retail sukuk, and foreign exchange.
Generate sound investment ideas that align with clients' portfolios and the Bank's market outlook, capturing opportunities through treasury solutions.
Communicate effectively with clients on complex technical subjects, helping them improve their understanding of financial markets and the value and risks of financial solutions through educational events.

Central Dealing Hub and Market Insights
Act as a central dealing hub for treasury and capital market products.
Provide market updates on currency, equity, and sukuk market movements during weekly investment updates.
Collect and apply market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholders.
Serve as a point of reference for currency pairing suggestions and insights into currency market movements.
Responsible for deviation validation and approval as an independent party.

Relationship Management and Client Collaboration
Act as the central liaison between Relationship Managers and Treasury or other business providers in capital market intermediation.
Establish strong partnerships with Relationship Managers to drive revenue growth and address clients' treasury and capital market product needs.
Collaborate closely with Relationship Managers to understand clients' needs and tailor investment products accordingly.
Provide timely market information to Relationship Managers and clients on trends that can be converted into business opportunities.
Update Relationship Managers and their clients on the underlying currencies, equities, and sukuk in their investments, and recommend trade ideas.
Conduct training and coaching for Relationship Managers to enhance their competency in treasury products.

Compliance and Operational Duties
Ensure adherence to and compliance with all internal policies and external regulatory requirements.
Perform any other duties as directed by superiors in line with business needs.

Job Requirements

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• Diploma or degree holder in Accounting, Finance, Business Management, or a related discipline.
• Minimum of 8 years of experience in sales management, with a focus on training and Premier Wealth Banking.

• Well-versed in the regulatory framework associated with licensing.
• Knowledgeable about filing requirements related to licensing with regulators, such as FIMM and Takaful Examination.
• A strong team player with the ability to collaborate effectively with various internal and external stakeholders, even under pressure.
• Highly independent, with a strong sense of urgency, responsibility, and results orientation.
• Possesses strong business writing, memo, and presentation skills.
• Highly capable of forming deep and meaningful connections with others.
• Proficient in planning, organizing, and implementing strategies to achieve business goals.
• CIFP, CFA, UTC, TBE/PCE, or CEILI license holders will have an added advantage.