Summary
· Cross-Asset Solutions Sales part of the Americas Solutions Sales desk, responsible for distributing Cross-Asset Structured Notes, OTC Derivatives and Investment Solutions to Financial Institutions, with a focus on USbased clients.
· The customer base includes Private Banks, Broker-Dealers and RIA channels.
Key Responsibilities
1. Strategy and Business Planning
· Take on sales responsibilities within Cross-Asset Distribution Sales, part of the Americas Solutions Sales team, focused on US based clients.
· Pricing, execution and post sales/booking of Equity and Fixed Income Structured Notes
· Plan and organize client visits and meetings to pitch the bank’s product capabilities in line with internal procedures.
· Identify, target and solicit new accounts/customers where appropriate; initiate and drive internal procedures necessary to on-boarding new clients (account opening, documentation, etc.)
· Ensure all usual sales and business KPIs are monitored; work with structuring and trading to ensure an improvement of the desk KPIs in line with the objectives of the desk and the department.
· Contribute to desk operations improvement, including documented automation project, API connectivity to platforms and overall enhancement of workflow
· Work with structuring and trading teams to develop new products & innovations
2. Management and Reporting
· Report to the Head of Cross-Asset Distribution Sales Americas on a regular basis to review on the progress of the business and specific issues.
· Actively participate in sales meeting with structuring and trading teams to review market strategy, exchange ideas, and receive updates on any important matters
3. Control & Risk
· Take ownership and responsibility for all types of risks in relation to client activities: credit risk, reputation risk, product suitability risk and the bank’s Retail Distribution Policy around distribution of products to Retail clients.
· Ensure adherence to all company policies
· Contribute to a responsible risk culture in GMD Americas
4. Communication
Key Internal Contacts
· Trading and Structuring teams
· Middle and Back Offices
· Legal and Compliance
· Coverage
Key External Contacts
· Clients (All range of US clients)
SPECIAL ROLE REQUIREMENTS
· Knowledge of Cross-Asset Structured Products (Equity/Fixed income) pricing mechanics
· Good understanding of US Structured Products distribution channels and clients
Salary Range: $150k - $225k
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