Treasury Specialist (FX Investment Consultant)

About the role

DBS Consumer Banking Group is hiring an Associate / AVP Treasury Specialist (FX Investment Consultant) in Taipei, within its Investment Product & Advisory function. The role provides advisory services on treasury products to Treasures clients and leads and coaches the sales team promoting FX and dual-currency investment (DCI) products.

Key responsibilities

• Provide advisory services on treasury products to Treasures clients to help them achieve their 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 in delivering the set revenue target and growing FX/DCI assets under management.
• 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 clients' preferences and needs to help develop treasury products and improve how they are packaged and sold.

Required profile

• Bachelor's degree with good communication skills.
• At least 2 years of relevant experience in treasury products, including FX spot, dual-currency investment, margin trading and currency accumulator.
• Strong strategic planning skills and the ability to take initiative to grow business volume.
• Experience motivating and engaging sales teams to deliver targets.
• Good understanding of the rules and regulations governing the sale and operation of FX products in Taiwan.

Required licenses

• Trust business personnel qualification.
• Investment advisory and securities salesperson qualification.
• Derivatives and structured products salesperson qualification.
• Financial market general knowledge and professional ethics test.