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FOREX SOLUTIONS ADVISOR

Salary undisclosed

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The Forex Solutions Advisor is responsible for growing the Foreign Exchange (FX) and multi-currency investments through branches in support of the business flows by implementing local area plans and portfolio coverage strategies.

Core Responsibilities

  • Implements the group’s strategies to support income and volume growth by distributing volume and income targets per covered area and rolling out local area activities for wider branch reach
  • Establishes local presence with Branch Managers (BMs), Relationship Managers (RMs), and branch staffs for distribution of treasury solutions
  • Partners with the local areas through the following initiatives: (1) updating branches with regular production reports; (2) conducting branch trainings and workshops; (3) gathering branch feedback on client needs and suggesting improvements; and (4) assisting the marketing team for local activities and promos (internal and external)
  • Assists the branches in keeping a high ethical standard by guiding and suggesting alternative compliant solutions applicable to the client need.
  • Ensures that targets are met with a balanced expense management in order to maximize performance return

Qualifications

  • Bachelor’s Degree in business, accounting, finance, or economics course
  • Master’s Degree in business, accounting, finance, or economics course is an advantage
  • Certification requirements, i.e., SEC Fixed Income Salesman and Certified Treasury Professional
The Forex Solutions Advisor is responsible for growing the Foreign Exchange (FX) and multi-currency investments through branches in support of the business flows by implementing local area plans and portfolio coverage strategies.

Core Responsibilities

  • Implements the group’s strategies to support income and volume growth by distributing volume and income targets per covered area and rolling out local area activities for wider branch reach
  • Establishes local presence with Branch Managers (BMs), Relationship Managers (RMs), and branch staffs for distribution of treasury solutions
  • Partners with the local areas through the following initiatives: (1) updating branches with regular production reports; (2) conducting branch trainings and workshops; (3) gathering branch feedback on client needs and suggesting improvements; and (4) assisting the marketing team for local activities and promos (internal and external)
  • Assists the branches in keeping a high ethical standard by guiding and suggesting alternative compliant solutions applicable to the client need.
  • Ensures that targets are met with a balanced expense management in order to maximize performance return

Qualifications

  • Bachelor’s Degree in business, accounting, finance, or economics course
  • Master’s Degree in business, accounting, finance, or economics course is an advantage
  • Certification requirements, i.e., SEC Fixed Income Salesman and Certified Treasury Professional