AVP Treasury Specialist (FX Investment Consultant)

About the role

DBS Consumer Banking Group is hiring an AVP Treasury Specialist (FX Investment Consultant) in Taipei, based at Honhui A-12F. The role advises clients on treasury products, coaches and leads the sales team on FX and dual-currency investment products, and drives growth in FX/DCI assets under management.

Key responsibilities

• Provide advisory services on treasury products to Treasures clients to meet client and financial objectives.
• Coach, train and lead the sales team (BMs and TRMs) to promote FX/DCI while meeting internal and external regulatory requirements.
• Lead and support the sales team to deliver revenue targets and grow FX/DCI AUM.
• Perform joint sales calls and appointments with relationship managers when required.
• Drive and grow the FX/DCI business through an effective sales management model.
• Attend relevant training and briefings, and give feedback on client preferences and needs to help develop and package treasury products.

Required profile

• Bachelor's degree with good communication skills.
• At least 2 years of relevant experience in treasury products such as FX spot, dual-currency investment, margin trading and currency accumulators.
• Strong FX and treasury market knowledge and sales experience.
• Good understanding of the rules and regulations governing the sale of FX products in Taiwan.
• One of the following qualifications: securities industry employee, securities investment adviser licence, insurance product salesperson licence or insurance company product salesperson licence, and a certificate in financial market ethics.