Requirements
To be successful in the role, you should meet the following requirements:
Knowledge and experience
- Minimum of six years of working experience as a product specialist or financial advisor
- At least one year of working experience as a product expert or BSM/SBM in WPB
- Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
- Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products
- Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
- Demonstrated ability and experience to correctly identify client needs
- Solid skills to manage consultative sales process
- A solid understanding of global anti money laundering standards
- Team player with collaborative skills
- Knowledge of local and Group compliance regulations
- Specialization in one or more product categories e.g. Structured Products/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortgage etc.
Accreditations
- Attain appropriate professional and regulatory qualifications as required by market
- Attain any internal standards as required by country