Associate Director, Retail & Wealth Management Origination

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.

• 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.