The CDB Desk Specialist is responsible for the development of the CDB portfolio, quoting, selling and booking CDB transactions, and coordinating with Sales and Banking teams
Job Summary
The CDB Desk Specialist is responsible for the development of the CDB portfolio, quoting, selling and booking CDB transactions, and coordinating with Sales and Banking teams.
Responsibilities include discussing and implementing the CDB portfolio strategy based on market and industry research, trends, and client needs, while considering the franchise's balance sheet perspective.
The role requires assessing customer, competitor, and industry insights to define strategies for improving client experience and portfolio growth, and overseeing product financial performance.
Matching Summary
The CDB Desk Specialist is responsible for the development of the CDB portfolio, quoting, selling and booking CDB transactions, and coordinating with Sales and Banking teams.
Skills & Requirements
Must-have
CDB portfolio development
quoting and booking transactions
market and industry research
client needs assessment
data analytics solutions
customer lifecycle strategy
Nice-to-have
intellectual curiosity
conceptual thinker
build internal networks
drive business innovation
work under pressure
sound ethical judgment
Key Requirements
5-8 years of relevant experience
Required Licensing/Registration: CPA-20
Bachelor’s degree/University degree or equivalent experience