Associate, Treasury Specialist, CMPS, Wealth Management

Role Overview

You will join the Capital Markets Products and Solutions (CMPS) team to drive wealth management growth within the SME segment. Your focus is on helping Treasury Sales build a loyal client base by promoting FX, fixed income, and wealth lending products to business decision-makers. This role directly contributes to the bank’s financial targets, so your ability to identify cross-selling opportunities and deliver tailored solutions is essential to the team’s success.

Key Responsibilities

• Support SME clients in fulfilling their CMPS product requirements, from initial inquiry through execution and post-trade servicing.
• Work alongside the Treasury Sales team to build strong relationships with key SME decision-makers, turning one-off transactions into long-term, loyal client partnerships.
• Promote cross-selling of FX, fixed income, and wealth lending products by collaborating with segmental product managers on campaign rollouts, incentive structures, and training support.
• Contribute ideas and market insights to new product development initiatives tailored specifically for retail banking and SME needs.
• Deliver market and product updates to clients through virtual calls, face-to-face meetings, and presentations, recommending financial solutions that match their objectives.
• Prepare portfolio performance reviews alongside the relationship team, identifying opportunities to deepen wallet share and expand the client’s product usage.
• Handle multi-asset class requirements across fixed income, FX, and other capital markets instruments, ensuring clients receive a well-rounded service.
• Drive the performance and productivity of SME fixed income and FX products, with a particular focus on generating new-to-product and new-to-investment business.

Requirements & Qualifications

• Strong working knowledge of market trends, capital markets products, and operational processes relevant to SME wealth management.
• Proven ability in relationship management and client pitching, with experience presenting to and influencing business decision-makers.
• Sound understanding of regulatory frameworks, conduct requirements, and suitability obligations when recommending investment and lending solutions.
• Experience in business partnering, ideally collaborating with segment product managers and sales teams to achieve shared revenue goals.
• Excellent PC and application skills, including the ability to produce clear client presentations, portfolio analyses, and market reports.
• Deep understanding of foreign exchange and bond market movements, with the ability to interpret these for client portfolios.
• Capable of working quickly and accurately under pressure, managing multiple client needs and deadlines without compromising quality.
• Strong communication and presentation skills, with a professional and polished approach when representing the bank.
• Good analytical skills, allowing you to assess client portfolios, spot cross-selling opportunities, and provide sound financial recommendations.
• Overall understanding of wealth products and solutions, including how they interact with lending, investments, and risk management.
• A minimum university degree is required; CISI or ACI certifications are considered an added advantage.