General Description
- Drive the overall growth of Equities, Structured Products and Derivatives business for the Dubai branch by being the primary contact for key stakeholders of the Bank.
- Dedicated Equities, Structured Products and Derivatives advisory resource to do joint calls and meetings with end clients.
- Proactive advisory solutions for internal sales force and end clients, with the objectives of providing value-added service to optimize portfolio performance, risk and profitability.
- Deliver key financial metrics and adhere to risk & control guidelines for the business.
Key responsibilities include but are not limited to:
- Advisory
- Originate actionable investment ideas in line with Bank of Singapore research views, while integrating market knowledge and flows.
- Work closely with the Equities and Structured Products teams in Singapore and Hong Kong to generate advisory content for Bank of Singapore.
- Effective communication with relevant market information and investment ideas to internal stakeholders and clients.
- Drive business initiatives and process changes for Equities, Structured Products and Derivatives in the Dubai branch.
- Develop and maintain excellent relationships with front office sales teams and provide presentations and training where necessary.
- Ensure compliance with all applicable internal and regulatory policies and procedures including the cross-border guidelines.
- Client Interaction
- Design suitable customized financial solutions for clients in accordance with client stated investment objectives and risk appetite, in collaboration with the Relationship Manager. Communicate / explain the recommended investments and related risks effectively if required.
- Apply sales techniques and relationship building skills to promote client engagement and investment activity in the specific asset classes.
- Ensure compliance with all applicable internal and regulatory policies and procedures.
- Special Duties
- Drive relevant Investment Advisory Solutions IAS initiatives for equities, structured products and derivatives in Dubai.
- Facilitate and support business from other branches during Dubai time zone.
- Champion market-specific business needs e.g., trainings, conferences or client events.
Work Experience Requirements
- 8+ years of relevant experience.
- Ability to understand fundamental and technical factors affecting the asset class.
- Prior experience working with relationship managers and high net worth trading clients is an advantage.
- Excellent communication skills.