Job Purpose The Associate Director – Retail & Wealth Management Origination is responsible for originating Treasury and Global Markets solutions for retail and wealth clients, including priority and high-net-worth segments. The role focuses on client engagement, solution origination, and collaboration with internal teams to deliver suitable, compliant products aligned with client needs and regulatory requirements.
Key Result Areas - Originate treasury and markets solutions for retail and wealth clients.
- Support revenue growth across FX, deposits, and approved investment products.
- Partner with Relationship Managers and Wealth Advisors on client opportunities.
- Ensure adherence to suitability, disclosure, and conduct standards.
- Support client education and product rollout initiatives.
- Maintain accurate sales activity tracking and performance reporting.
Knowledge, Skills and Experience