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Global Markets Sales Graduate
2 months ago
We are seeking a highly motivated and detail-oriented individual to join our Global Markets sales team as a Graduate Trainee. This is an exciting opportunity to gain hands-on experience in a fast-paced, results-driven environment and develop a strong understanding of the global trading room environment.
Key Responsibilities- Support to Sales/clients:
- Collaborate with the sales team to provide post-trade servicing, including coordination with the Client Service Unit (CSU) and reporting.
- Prepare relevant documents and data to support clients in referencing our products.
- Provide day-to-day support to sales in their relationship with clients, including preparation of marketing material for client presentations and data processing.
- Distribution Agreements, Fees, Contracts:
- Support in the management of existing contracts and conventions, including follow-up on unsigned contracts, pending payments, and product history.
- Monitor conventions and payments, including invoices and payments status, and actively troubleshoot related issues.
- KYC (Know Your Customer)/On-boarding:
- Interface with the Global Markets Chief Operating Officer (COO) teams, client, CMU, and KYC teams to trigger requests, gather relevant data, and follow-up on the validation process.
- Support COO teams and KYC in ad hoc and periodic review of the KYC mapping.
- Support the integration of new KYC-dedicated tools.
- CRM Tool/CRM Monitoring:
- Clean-up and maintenance of the CRM database, including new entries, backlog clean-up, and update of data.
- Agenda management and synchronization monitoring at desk level.
- Trade Capture/Booking:
- Input relevant data in internal systems within Global Markets' normative and operational excellence guidelines.
- Participate in secondary market management, including receiving secondary orders and secondary margin policy monitoring.
- Participate in orders processing on fund products, including bookkeeping, order processing, and pre-confirmations.
- Provide support to sales desk for all order-processing-related matters.
- PnL Monitoring:
- Participate in the reconciliation process of trade details and allocated sales credits.
- Check sales credit allocation regularly.
We are looking for a candidate with a relevant bachelor's or master's degree in business, finance, or economics. Previous experience in investment banking or financial services is considered favorably. Familiarity with MS Excel and PowerPoint is required, and familiarity with VBA/database development is considered favorably.
The ideal candidate should possess strong interpersonal and communication skills, with the ability to work independently and as part of a team. High proficiency in spoken and written English is essential.
Functional relationships will be with staff from business divisions and support functions locally, regionally, and globally, as well as with clients and external advisors.