CIB Sales Resume Samples

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J Weimann

Juvenal

Weimann

833 Irwin Views

Phoenix

+1 (555) 939 8187

833 Irwin Views

Phoenix

Phone

p +1 (555) 939 8187

Experience Experience

Detroit, MI

Cib-sales

Detroit, MI

Klein LLC

Detroit, MI

Cib-sales

General administration duties (Room bookings, filing, photocopying, faxing)
Working closely with Trading and Banking in order to achieve synergies for the business
General administration duties (room bookings, filing, faxing)
Demonstrates creativity in solving problems. Always looks for new ways of doing things
Client facing position, internal and external client handling
Performing financial valuation and analysis for product modelling
Working closely with senior sales on a daily basis interacting with different areas within the bank and directly with clients

New York, NY

CIB Sales

New York, NY

Blick-Ziemann

New York, NY

CIB Sales

Partnership with assistants across the CIB group to provide coverage for absence where necessary
Assisting senior members of the team within their client coverage
Working with trading desks to develop trade ideas to meet client demands
System functionality expert - utilise internal systems, complete accurate data entry into internal management information systems and responsible for accurate collation of information to senior management
Finalise complex travel arrangements: co-ordination of flights, check in, VISAs, accommodation and ground transportation logistics following a Corporate Policy. Manage a multitude of frequent changes at short notice and prepare travel itineraries
Advanced, proactive diary management, facilitating swift set-up of client meetings
Management of expense processing through Oracle, reimbursement, personal amounts owing and account reconciliations

present

Philadelphia, PA

Cib-sales Trading

Philadelphia, PA

Mante, Thiel and Cronin

present

Philadelphia, PA

Cib-sales Trading

present

Assist with trading strategy idea generation and execution for clients- work to build a high level strategic relationship
Work closely with other asset class teams, research sales, sales trading, derivatives & prime brokerage to promote cross selling across the firm
Have an established relationship with the hedge fund customer base
Assist with the pre and post trade process by ensuring the accuracy of all entries and to ensure internal controls are followed
Prepare presentation materials and participating in deal pitches
Understands the different types of risk and can discuss in detail ways of managing these risk
Implement selling as a continuum -- independently and effectively complete a transaction from start to finish (make the call; send the research; sell and close the deal; book the trade)

Education Education

Bachelor’s Degree in Flexibility Given

Kennesaw State University

Bachelor’s Degree in Flexibility Given

Skills Skills

Polished, professional approach, calm and composed manner, ability to work in a pressured environment and partner effectively with peers
Has a high level of attention to detail and delivers high quality results
Strong, executive communication style
Complex, high volume email management (where applicable)
Can quickly grasp the political landscape and key people within the organization
Strong technical capabilities
Full competency in diary management, can apply good judgment and has an understanding of competing priorities
Professional client handling and relationship building with all client, Bankers and cover groups
Advanced, proactive diary management, facilitating swift set-up of client meetings
Become integral part of business, understand group priorities and Banker expectation

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Cib-sales Account Manager Resume Examples & Samples

Strong experience selling cash management products, knowledge of such products (5-7 years industryexperience)
Demonstrated ability to position and close new business
Demonstrated leader through the ability to motivate others and provide a strategic vision
Strong ability to influence and negotiation skills

Audit CIB Sales Resume Examples & Samples

Plan, execute and document audits with limited supervision in a risk focused manner and to a high standard in accordance with department and professional standards
Evaluate, test and report on the adequacy and effectiveness of the control environment
Analyze risks and proactively identify the root-cause of issues with a view to providing recommendations for improvement where weaknesses are identified
Finalize audit findings and use judgment to provide an overall opinion on the control environment
Communicate audit results and issues in a clear and concise manner, both verbally and in writing
Implement and execute an effective program of continuous monitoring for assigned areas. This includes monitoring of key metrics to identify control issues and adverse trends in the control environment and keeping abreast of key initiatives and pertinent industry and regulatory developments
Build and maintain key relationships with stakeholders and colleagues, establishing a culture of engagement while adding value, effective teamwork and innovative thinking
Disseminate best practice and regulatory requirements. Critically assess the impact of evolving industry and regulatory changes on the business and its control environment
Travel to overseas business locations as required
Education to degree standard (or equivalent) is preferable, as is a relevant professional qualification. All relevant educational, business or accounting qualifications will be taken into account
Recognized accounting qualification is desirable

Cib-sales Technology Applications Developer Resume Examples & Samples

Analysis / Design / Architecture
Product / Technology Selection
Prototyping
Iterative development of solutions
Business Feedback and Sponsorship
Planning; Co-ordination; Deployment

CIB Sales & Marketing Israel Sales Analyst Resume Examples & Samples

Learn and fully understand the fundamentals and technical of our cross asset business
Be able to price and structure transactions to meet Investor requirements
Complete due diligence surrounding the on boarding of clients and their periodic review
Successfully field and resolve client calls to maximize sales
Support senior salespeople with presentations, marketing material, meeting preparations, strategy guides, etc
Excellent communication and interpersonal skills. Ability to clearly communicate with senior J.P. Morgan decision makers and clients
Ability to work, and deliver, under pressure
High level of self motivation
Ability to work within a team as well as individually
Problem solving and attention to detail
A very good understanding of Debt and Equity markets
Must display ability to assume ownership of projects
Determination to address issues and take them through resolution independently
Some knowledge of Financial Derivatives would be beneficial
Fluent Hebrew speaker is required

Cib Sales & Marketing VP Based Resume Examples & Samples

Mexican Corporate and Government client relationship
Identify, pursue and close interest rate risk management opportunities
Work with traders, structuring and other marketers and proactively market clients and prospects
Partner with banking to enhance the firm’s presence and relationships with customers and prospects
Serve as the primary contact for clients in Mexico on complex interest rate solutions
Strictly comply with all regulatory and JP Morgan Chase rules, policies and procedures
Minimum of 5-7 years of experience as a senior marketer of interest rate products
Proven track record of meeting and exceeding aggressive sales goals
In-depth understanding of credit
Excellent communication skills (written and oral). Fluency in English and Spanish is obligatory
Knowledge of corporate finance and other banking products
The position is located in Mexico City

Cib Sales Account Manager Associate Resume Examples & Samples

Proficiency in identifying and exploiting supplemental sales opportunities
Ability to assist in the design, sale and delivery of value-added services
Competence in assessing new opportunities/prospecting, contacting key decision makers
Strong account planning and demonstrated execution
Second language fluency preferred but not required

Cib-sales Resume Examples & Samples

2-5 years of professional experience covering equity, fixed-income, or commodity products (preferably in a Sales, Trading, or Research role)
Bachelors degree in Finance, Economics, or related field
Existing relationships with financial clients (Institutional or Corporate)
Proven understanding of financial markets and knowledge of the financial industry, regulation and credit risk management
Strong analytical background and communication skills are a must including sound written ability; multi-tasking is essential to the job
Confidence and initiative to take on responsibility and manage your own projects
A strong ability to work as part of a collaborative team
Current FINRA Licenses (7/63) are a plus, but can be obtained within reasonable time

Cib Sales & Marketing F & Bm Associate Singapore Resume Examples & Samples

Partner with APAC Sales Executive to establish the business strategy and priorities
Coordinate strategic initiatives aimed at improving infrastructure, efficiency, risk & controls, reporting, people and process
Develop regional, cross-business partnerships to support joint initiatives and to increase visibility, transparency and information sharing
Oversee business performance and planning
Support management team agendas and meetings, business reviews and follow ups
Contribute to CIB and F&BM agendas
Work experience in financial services
Business Management experience preferred
Good judgment, maturity and poise to enable interaction/influencing of senior level staff
Self-starter able to prioritize key tasks effectively

Cib-sales & Client Manager Resume Examples & Samples

Responsible for developing and retaining assigned client portfolios in Korea and to grow portfolio's profitably through effective account management, account plans and implementation of sophisticated and complex product strategies
Responsible for coordinating account plans, performance reviews and product projects for overall relationship
Collaborates with Client Service, Product, Operations, Technology, Risk, Credit, Legal and other internal departments to optimize product and service delivery
Prepares and provides correspondence, briefings and reports as well as preparation of sales presentations and response to Request of Proposals
Assist with new account opening and responsible for KYC activities and process
Strong knowledge of Investor Services products, market/industry and the Korean client segments
A strong track record in relationship management, sales or other such problem solving or solutions based roles is required
Experience in dealing with Korea clients and working within global organizations is a distinct advantage
Must be a good team player with the ability to build strong partnerships and mobilize internal networks and resources
The ability to be flexible in dealing with multiple ongoing issues or demands, prioritizing appropriately
Fluent in Korean

CIB Sales Executive Administrative Assistant Resume Examples & Samples

Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint)
Exhibits increased proficiency in duties and expanded knowledge and application of software packages
Knowledge of general office procedures (e.g., filing, correspondence, scheduling)
Ability to adapt procedures, processes and techniques to the completion of assignments
Excellent telephone etiquette
Advanced ability to organize
Tact and good judgment in confidential situations and proven experience interacting with senior management
At least three years of secretarial experience and meeting coordination is preferred

CIB Sales & Marketing Executive Assistant Resume Examples & Samples

Shared phone coverage for a busy group, involving significant interaction with clients and senior members of the firm
Finalise travel arrangements: co-ordination of flights, check in, VISAs, accommodation and ground transportation logistics following a Corporate Policy. Manage a multitude of frequent changes at short notice and prepare travel itineraries
Management of expense processing through Oracle, reimbursement, account reconciliations
Strong technical capabilities, experience of Outlook calendar management required
Awareness of expense arena, expense systems and cost control initiatives e.g. can champion expense policy, process expenses in a timely manner and reconcile accounts accurately
Has an understanding of the culture of Investment Banking and the Corporate Bank
Has potential to act as a role model to their peers e.g. lead by example
Fluent written and spoken German essential

Cib-sales Resume Examples & Samples

Supporting the day to day client requests and needs across multiple asset classes: FX, Interest Rates, Commodities, Equities and Credit
Implement macro selling as a continuum -- independently and effectively complete a transaction from start to finish (make the call; send the research; price and sell the deal; book and close the trade)
Understand macro drivers and establish a high degree of competence with clients around executing trades
Build foundation of trust with clients by demonstrating an understanding of their needs, clearly articulating trade ideas, and being responsive
Demonstrates creativity in solving problems. Always looks for new ways of doing things

Cib-sales & Marketing Fixed Income Sales Associate Resume Examples & Samples

Assisting senior members of the team with marketing of existing FI products
Microsoft Excel and Powerpoint proficiency
Bloomberg and analytical functions
Detail oriented and motivated

Cib-sales Technology Consultant Resume Examples & Samples

Determine an end to end vision of our technology within Investor Services and how this links with the broader wholesale approach of our firm eg. Research
Help lead a change in sales culture and accountability as it relates to sales people owning the technology sale
Develop and lead sales training across all analysts and associates to be MM proficient and gradually work this up the sales organisation
Continuous engagement with clients at CIO level to ensure clients are optimal in their usage and are aware of new developments
Partner across the globe so we can ensure best practice and a consistent way of messaging
Proven track record in technology sales and financial services with Institutional clients
Solid Financial Services Industry Knowledge
Solid technology background in relation to banks and systems architecture
Ideally someone who is well versed in Fintech and Blockchain
Ideally a working knowledge of Investor Services product suite

CIB Sales & Marketing Investor Services European Technology Resume Examples & Samples

Partner with all sales, product and technology to support and drive a clear value proposition around our technology to our clients
This value would have a particular focus on how we demo and create value around Morgan Markets
Partner with sales leads to tailor our tech presentations in terms of client type eg. Asset owner vs asset manager
Partner and work to tailor the tech presentations in terms of audience type eg. Front office to back office have different needs
Ideally someone who is up to speed on Cyber security

Cib-sales Resume Examples & Samples

General administration duties (Room bookings, filing, photocopying, faxing)
Fluently written and spoken German is essential
Can demonstrate pro-activity and ownership within a role
Strong technical capabilities and ssolution orientated
Flexible, willing and open to change
Ability to follow up without prompting and keep 1 step ahead of arrangement and requirements, displays good use of initiative and follow through to completion
Is a team player who can build networks and work in partnership

CIB Sales Associate, Investor Services Resume Examples & Samples

Assist with the preparation of sales presentations, response to Request for Proposals and client event planning
Assist with client account planning, segment strategy and industry / wallet market sizing
Detail orientated
Strong interpersonal and communication skills
Demonstrated project management skills, including the ability to juggle multiple deliverables

CIB Sales & Marketing Financing Rates Sales Associate Resume Examples & Samples

Supporting senior marketers covering strategic clients across Rates financing products
Shadow pricing, refining and analysing trading activity for clients, executing and booking trades
Providing market updates and commentary to client base
Learning client on boarding process/database maintenance
Learning fundamentals of our markets
Some knowledge of Securities Financing would be a plus

Cib-sales, Investor Client Management Resume Examples & Samples

Preparation of materials for the regular schedule of Priority Investor Client reviews
Collation of revenue data from across the bank
Mapping of client structures
Production of daily internal and monthly external publications
Preparation of other ad hoc support materials/ presentations for the MD group
Hold trusting relationships with a variety of internal partners
A genuine interest or previous experience in the Hedge Fund and Asset Management industries
An understanding of the workings of a revenue reporting systems would be a plus
The role requires an enquiring mind, perseverance and the ability to handle a large amount of data
Understands the product cycle and anticipate market trends and impacts across a broad spectrum of products
Ability to talk in detail of your understanding of how to build a strong talent pipeline; identifies and works to retain strong performers

Cib-sales Resume Examples & Samples

Become integral part of business, understand group priorities
Diary Management – complete control/mgmt of MDs calendars. Attention to detail a priority
Travel arrangements: co-ordination of flights, tickets, VISAs, accommodation and ground transportation
Phone coverage for the MD
Management of expense processing through Oracle, reimbursement and account reconciliations
Set up of meetings and conference calls, internally and externally
General administration duties (room bookings, filing, faxing)
Partnership with assistants across the group to provide coverage for absence
Professional manner and relationship building
Strong communication style and solution orientated
Calm and composed manner, ability to work in pressured environment and partner effectively with peers
Can follow up effectively without prompting and keep one step ahead of arrangement and requirements
Can proactively, anticipate next steps and follow through to completion
Is driven and can manage expectations through commun0069cating proactively

CIB Sales Associate Resume Examples & Samples

Ability to manage projects/meetings and coordinate follow-up
Ability to use various PC- and internet- based systems to manage their portfolio, must be proficient in Excel, Word and PowerPoint
Knowledge and understanding of the Technology/Media/Telecom industry and /or JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures, a plus
BA/BS

Cib-sales Resume Examples & Samples

Working closely with senior sales on a daily basis interacting with different areas within the bank and directly with clients
Developing a strong commercial approach and understanding of market dynamics in a very competitive environment
Working closely with Trading and Banking in order to achieve synergies for the business

Cib-sales Resume Examples & Samples

Finalizing complex travel arrangements: co-ordination of flights, tickets, VISAs, accommodation and ground transportation
Diary Management
Phone coverage for the wider team
Invoice Processing
General administration duties
Professional client handling and relationship building
Strong communication style
Experience of effectively arranging travel, production of accurate itineraries, able to navigate systems well and apply good judgment on how to optimize travelers time
Has an understanding of the culture of our area

CIB Sales & Marketing Israel Sales Analyst Resume Examples & Samples

High level of self-motivation
Good knowledge of Financial Derivatives would be beneficial
Past experience in Rates or FX would be an advantage
FCA registration is required

Cib-sales Resume Examples & Samples

Finalize complex travel arrangements: co-ordination of flights, check in, VISAs, accommodation and ground transportation logistics following a Corporate Policy. Manage a multitude of frequent changes at short notice and prepare travel itineraries
System functionality expert - utilize internal systems, complete accurate data entry into internal management information systems and responsible for accurate collation of information to senior management
Experience of effectively arranging travel, production of accurate itineraries, plan B & C, able to navigate systems well and apply good judgment on how to optimize travelers time
Strong technical capabilities
Can follow up without prompting and keep 1 step ahead of arrangement and requirements, displays good use of initiative and follow through to completion

CIB Sales & Markets Sales Resume Examples & Samples

Develop sales leads within an assigned territory
Provide product/service presentations and demonstrations
Generate fee income from delivery of evaluations and analytics data
Manage institutional client relationships
Provide sales support at industry conferences
Coordinate client service with evaluations staff
Provide marketing support
Multi-lingual (English & French preferable)
Knowledge of local markets and regulatory environment

Cib-sales & Marketing Fixed Income Sales Associate Resume Examples & Samples

Coverage/ Co-Coverage with Senior members of the team of asset managers and financial institutions
Develop and pitch trade ideas to clients
Collaborate with our trading desks in managing clients flows and advise on market conditions
Close cooperation with JPM Syndicate and our EMTN Desk and distribution of fixed income assets into our client franchise

CIB Sales Resume Examples & Samples

Professional client handling and relationship building with all client, Bankers and cover groups
Full competency in diary management, can apply good judgment and has an understanding of competing priorities
Polished, professional approach, calm and composed manner, ability to work in a pressured environment and partner effectively with peers
Exhibits a positive, common sense, constructive attitude to drive bankers schedule and help manage time effectively
Is flexible, willing and open to change

CIB Sales Associate Resume Examples & Samples

2 years plus experience in cash management
Ability to manage multiple projects/meetings with keen attention to follow-up coordination
Strong Time management, organizational and planning skills and ability to manage multiple priorities concurrently
Knowledge and understanding of the Technology/Media/Telecom industry and /or JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures

CIB Sales & Marketing Derivatives Clearing Sales Resume Examples & Samples

Mapping the existing client landscape – scoping wallet, market share, competitors and opportunities and developing relationships with prospects and existing clients
Leading the deal team for RFPs and bid processes and institutionalizing the pitch across the firm
Once mandates are won, remaining the key contact for all commercial aspects of the clearing relationship and seeking to grow wallet share
Fluency in European languages would be desirable – particularly German

CIB Sales Trading Portfolio Trading VP / ED Resume Examples & Samples

7+ years’ relevant experience
Strong experience in equities, understanding of global markets microstructure and trading specifics
Candidate should have good understanding of portfolio trading systems
Strong decision making, math analytical skills, and be a quick learner
Candidate has to have great work ethic, and be able to work closely with other team members. Derivatives experience is preferable
Understanding quant factor models and how they apply to portfolio theory is also a plus. Knowledge of index rebalance events and risk arb situations is also very important

CIB Sales Executive Assistant Resume Examples & Samples

Advanced, proactive diary management, facilitating swift set-up of client meetings
Complex, high volume email management (where applicable)
Client facing position, internal and external client handling
Gate keeping both in person and over the phone
Meeting, conference calls, telepresence set up - internally and externally
Finalise complex travel arrangements: co-ordination of flights, check in, VISAs, accommodation and ground transportation logistics following a Corporate Policy. Manage a multitude of frequent changes at short notice and prepare travel itineraries
System functionality expert - utilise internal systems, complete accurate data entry into internal management information systems and responsible for accurate collation of information to senior management
Experience of effectively arranging travel, production of accurate itineraries, plan B & C, able to navigate systems well and apply good judgment on how to optimise travellers time
Bi-lingual: Excellent French/ Very good English required

CIB Sales & Marketing Investor Services Resume Examples & Samples

Create and sustain board level relationships with clients and prospects
Act as role model re strategic account planning and execution of opportunities
Create need with prospects and clients
Create and execute strategic prospect account plans to successfully attract new approved clients to Investor Services; driving a deep understanding of key decision makers, buying criteria for change, portfolio structure and investment strategy, assessment of viable products / solutions as well as understanding and leveraging existing relationship channels across or outside the CIB
Be able to operate independently at this level both internally and externally, i.e. to be able to close deals on their own
Ability to engage senior staff and key decision makers within (And beyond) the Luxembourg market to determine strategy and establish how we can offer solutions to help them reduce risk and gain operational efficiencies
Feed client demands, trends and buying behaviour into the wider global client strategy and share with product partners
Proven track record in managing franchise institutional client relationships and related profitability in the Luxembourg region
Excellent working knowledge of Investor Services product suite relating to IS Benelux market – Global Custody, fund accounting, securities lending, FX, cash management, outsourcing, clearing and collateral management
Experience in maintaining close working relationships with sales teams, client services, operations, Legal, Credit and Risk and Product Management to deliver both sales and customer satisfaction
Solid understanding of changing regulatory environment , IS Benelux industry network and profile
An ability to discuss, in detail, knowledge of securities services and related Bank products including how to price them against key competitor's offering
An ability to discuss your experiences actively generating innovative solutions to meet clients’ needs
You can demonstrate how you have used your communication skills and commercial acumen to influence the COO / Operations Director, and other Board members, key decision makers at the client

CIB Sales & Markets Emerging Markets DCM Analyst Resume Examples & Samples

Assist in preparing marketing presentations and pitches
Actively manage the credit rating, documentation, credit research and execution of new financing transactions
Help identify and follow through new business opportunities
Regular interface between clients and JPM - establish dialogue with key clients, to convey flow and market information
Interpret market developments to help identify issuance opportunities
Deal with credit and deal enquires from market participants
Fluent Arabic speaker
Understanding of fixed income markets
Ability to quickly assesses complex business and financial information and present (verbally and in writing) brief but insightful conclusions
Ability to interpret market conditions and present conclusions in marketing format – PowerPoint, word etc
Modelling skills (added advantage)
When working with deal teams, clients and syndicate banks is assertive but able to share responsibility and work co-operatively
Shows initiative in solving problems and completing tasks

Cib-sales Trading Resume Examples & Samples

Work closely with other asset class teams, research sales, sales trading, derivatives & prime brokerage to promote cross selling across the firm
Support the day to day client requests and needs
Understand drivers of relevant markets and establish a high degree of competence with clients around executing trades
Assist with the pre and post trade process by ensuring the accuracy of all entries and to ensure internal controls are followed
Conduct market analysis / research
3-4 years of sales trading experience Asia
Experience of generating market content and colour for clients with a HK/China and Pan Asia focus
Have execution / dealing experience with high volumes, including pair and ratio trades
Be comfortable with the use of algorithms on execution
Have an established relationship with the hedge fund customer base
Demonstrate creativity in solving problems. Always looks for new ways of doing things
Deep understanding on micro market structure in the developed and emerging APAC markets and the regulations governing trading in those markets
Understands transaction cycle and the steps in the process and experienced in executing in APAC markets
Ability to interact comfortably with business clients and management with proven experience of conducting business with the key Portfolio Trading client base