Senior Associate, Equity Sales

AFFIN Group•Edmonton, AB

12d

About The Position

Create your future with Affin! You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too. Act as the primary relationship point for clients, understanding their financial objectives and aligning appropriate investment, wealth, and financing solutions that drive sustainable revenue growth and deepen client wallet share. Promote and cross-sell the Bank and Affin Group’s full product suite, including equities, derivatives, structured products, funds, bonds, portfolio financing, approved digital solutions, cards, deposits, and loans, with the objective of increasing product penetration and overall client lifetime value. Encourage and drive the adoption of the Bank’s standard online and offline platforms to ensure consistent, efficient, and scalable client service while supporting scalable revenue generation. Provide timely market updates and investment insights, coordinating with dealing and product teams where required. Manage client portfolios, trading activity, settlement, credit exposure, and risk parameters in accordance with Bank policies. Acquire and activate clients to achieve assigned revenue and relationship KPIs, with focus on wallet share expansion, multi-asset penetration, and recurring revenue growth. Participate in client engagement activities such as seminars, briefings, and roadshows to support business development and revenue expansion. Ensure full compliance with regulatory requirements and the Bank’s internal policies and controls. People are the heart of AFFIN BANK. We have a positive and supportive environment where we celebrate people’s personal growth and encourage them to be the best versions of themselves, both in the workplace and in their community. Join AFFIN as we evolve to become a financial institution of the future, embracing innovation and technology to deliver unrivaled customer service. We're looking for colleagues who share our values and are ready to live them every day. Explore the exciting opportunities and make a real impact on the future of finance. Come be a part of our journey today! "Always About You" At AFFIN, we strive to always connect and engage with our customers, to understand their changing needs and aspirations better. It represents our passion and commitment to the community we operate in, enabling us to quickly respond to changes and provide a personalised experience. At AFFIN, our people are aligned to our values of customer centricity, creativity and value creation. Our tagline “Always about you”, was crafted to drive loyalty and build our reputation as a creative and innovative financial organisation. Our people are at the heart of what we do and remain the focus of our customer centric culture. It’s about the initiatives we take in understanding and prioritising our stakeholders; our customers, employees and shareholders. As we venture through this metamorphosis journey, we are aware of their ever-changing needs and are embracing the new ways of this digital dimension. We put our hearts and minds into everything we do, to ensure that everyone we touch, receives unrivalled customer service.

Requirements

Understanding of financial objectives
Knowledge of investment, wealth, and financing solutions
Ability to promote and cross-sell a wide range of financial products
Familiarity with online and offline banking platforms
Ability to provide market updates and investment insights
Experience in managing client portfolios, trading activity, settlement, credit exposure, and risk parameters
Proven ability to acquire and activate clients to achieve revenue and relationship KPIs
Experience in client engagement activities
Knowledge of regulatory requirements and internal bank policies

Nice To Haves

Experience in equities, derivatives, structured products, funds, bonds, portfolio financing, digital solutions, cards, deposits, and loans.

Responsibilities

Act as the primary relationship point for clients, understanding their financial objectives and aligning appropriate investment, wealth, and financing solutions that drive sustainable revenue growth and deepen client wallet share.
Promote and cross-sell the Bank and Affin Group’s full product suite, including equities, derivatives, structured products, funds, bonds, portfolio financing, approved digital solutions, cards, deposits, and loans, with the objective of increasing product penetration and overall client lifetime value.
Encourage and drive the adoption of the Bank’s standard online and offline platforms to ensure consistent, efficient, and scalable client service while supporting scalable revenue generation.
Provide timely market updates and investment insights, coordinating with dealing and product teams where required.
Manage client portfolios, trading activity, settlement, credit exposure, and risk parameters in accordance with Bank policies.
Acquire and activate clients to achieve assigned revenue and relationship KPIs, with focus on wallet share expansion, multi-asset penetration, and recurring revenue growth.
Participate in client engagement activities such as seminars, briefings, and roadshows to support business development and revenue expansion.
Ensure full compliance with regulatory requirements and the Bank’s internal policies and controls.

Benefits

Positive and supportive environment
Celebration of personal growth
Encouragement to be the best versions of themselves
Opportunities to evolve into a financial institution of the future
Embracing innovation and technology
Unrivaled customer service
Alignment to values of customer centricity, creativity, and value creation
Focus on understanding and prioritizing stakeholders (customers, employees, shareholders)
Embracing new ways of the digital dimension
Putting hearts and minds into everything