Sales Trader (Institutional Sal
Job Summary:
- Services foreign exchange, fixed income and derivatives product requirements of clients (i.e. responding to inquiries, quotation, negotiation, documentation and closing of transactions)
- Works with relationship managers or account officers in Institutional Banking Sector as Treasury product provider to their managed accounts
- Deepens customer relationship to sustain or increase Treasury products wallet share of assigned customer portfolio.
- Expand number of dealing customers and/or products dealt to grow business.
- Conducts marketing calls directly or jointly with Relationship Managers
- Provides customers market updates and forecasts, present product briefs and financial solutions to generate business volume
- Prepares client call reports, progress and market feedback reports for regular submission to the Department and Division Head
- Coordinates with the relevant Treasury desk for applicable rates and spots transactions with the designated trader or with Structuring Department to close position
- Assists in after-sales requests of clients
- Ensure that all activities and transactions are compliant with internal policies and regulations
- Files, safe keeps and maintains customer files
- Performs other related functions that may be assigned from time to time
Qualifications:
- At least five years of relevant experience in Treasury, Markets Sales or Trust Sales
- Preferably a licensed Certified Treasury Professional or Fixed Income Market Salesman
- Effective communication and presentation skills
- Amenable to work in a fast-paced, competitive environment