Treasury Retail

Treasury Retail

Responsible for business development, funds and wealth management for Treasury Sales within the Asset Management SBU. This role involves deposit mobilization, strategy formulation, client relationship management, and investment advisory services.

Responsibilities

• Deposit mobilization (Retail and i-Trove)
• Formulate strategies and plans around institutional, retail, and public sector business
• Identify potential sales growth opportunities and work with portfolio management team
• Develop and manage customized investment portfolios and discretionary funds for institutions and corporates
• Engage, build, and manage relationships with new and prospective clients
• Contribute to the development and implementation of strategies for sales and distribution objectives
• Identify business opportunities from financial institutions and public sectors
• Proactively engage, develop, onboard, and maintain strong client relationships
• Analyze financial statements to establish viability of investment proposals
• Offer investment advisory services and deliver a wide range of investment solutions to clients
• Market financial products such as structured deposits, treasury solutions, brokerage, and advisory services
• Prepare budget reports and monthly performance reviews for the team and group
• Other duties as assigned by the Managing Director

How to Apply Interested and qualified candidates should send their CVs to: recruitment@tro-vestcapitalpartners.com