Job Details Our international team provides trading, sales, structuring and risk management solutions for our clients across global financial markets. This includes FX, commodities, equity, credit, fixed income and debt instruments. We also offer market insight, trading services, analytics and new financial products across a number of asset classes.Job PurposeTo proactively manage and provide specialist sector relevant treasury advice to a portfolio of low touch clients, ensuring that client needs are understood and fulfilled to maximise flow sales return within defined risk parameters while optimising cross selling opportunities and overall client experience.Key Responsibilities/AccountabilitiesDigital portfolio managementManage a portfolio of low touch clients. Achieve annual sales targets by offering clients multi asset class risk management solutions (FI, FX and MM), that address their interests and needs.Digital sales managementManage the digital sales process from selling to full execution, working closely with the Treasury Execution manager to dynamically manage margins, provide structured pricing, and ensure fair spreads and maximum value to clients.Digital migrationProactively sell digital migration to clients by driving the digital value proposition and leveraging digital transition across the client portfolio. Optimise system utilisation to grow share of wallet. Promote use of self-service tools to reduce number of client enquiries and address client training issues to achieve predefined E/V ratios for clients on a self-service platform.
Responsibilities + Skills
Act as the primary point of contact for client related issues within the portfolio (e.g. trade failure, no confirmation, system challenges, change in settlement instructions, and payment failures). Promptly refer matters to client services for resolution where required or liaise with / collaborate with managers from other business areas to seek resolution of escalated problems and to ensure efficient client relationship management.
Identify clients that have segregation of duties, clients where an FX rate can be embedded into their workflow or clients who travel, invest, remit and shop.