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

#LI-DNI

• Education Essential:
  • Bachelor's/Undergraduate Degree
  • Required licenses and professional certifications

• Experience Essential:
  • 3-5 years' experience covering clients in the structured products space for US market, pricing and executing trades 

• Competencies Required:
  • Motivated
  • Good communicator
  • Creative
  • Innovative
  • Team-Oriented
  • Entrepreneurial mindset

• Skills & Knowledge Requirement:
  • IT literate
  • Mathematically minded
  • Good understanding equity derivatives products
  • Superior sales skills
  • Extensive market knowledge

• Relevant Information:
  • Role requires some travel to visit clients in designated areas of responsibility