FX Sales Resume Samples
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FX Sales Resume Samples
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HK
H Kautzer
Hillard
Kautzer
81930 Pouros Burg
Philadelphia
PA
+1 (555) 694 5383
81930 Pouros Burg
Philadelphia
PA
Phone
p
+1 (555) 694 5383
Experience
Experience
San Francisco, CA
CIB FX Sales Analyst Dallas
San Francisco, CA
Dach, Ullrich and Block
San Francisco, CA
CIB FX Sales Analyst Dallas
- Work closely with other asset class teams, banking and treasury services to promote cross selling across the firm
- Work with middle-office and back-office to ensure that trades are captured and confirmed in a timely fashion
- Back up colleagues and work together as a team
- Price and execute live foreign exchange spot, forward, and option trades throughout the day
- Prepare pitch books and attend client calls to evaluate current hedging programs, illustrate efficient risk management practices, and propose innovative hedging solutions
- Superior time management and multi-tasking abilities to juggle live transactions and daily tasks
- Follow economic data releases and explain the market impact to clients
Chicago, IL
FX Sales, RBC Capital Markets
Chicago, IL
Hansen-Kling
Chicago, IL
FX Sales, RBC Capital Markets
- Book FX trades for branch network and assist with client trades
- Assist with process of on-boarding clients to trading desk and to electronic trading systems
- Assist with construction of sales and internal presentations, especially using PowerPoint
- Assist with phone coverage throughout the day
- Develop proficiencies in the area of FX market conditions and trading characteristics, investor behaviour and trading floor dynamics and trading platforms
- Complete ad hoc projects to analyze data or improve operational and administrative process
- Student will be given the opportunity to engage with and learn from industry professionals
present
Houston, TX
CIB Middle Market FX Sales Analyst
Houston, TX
Larkin-Windler
present
Houston, TX
CIB Middle Market FX Sales Analyst
present
- Assist in developing and maintaining marketing materials
- Develop a proficiency in options, cross currency swaps, and strategic cross border transaction strategies
- Manage database of prospective clients and various business initiatives including reporting and internal presentations
- Primary front office point of contact for operational follow up, requiring a working partnership between middle and back offices to ensure client satisfaction
- Analyze and understand credit and capital risk of client trades and coordinate with the firm's credit and legal teams around exposure risk and ISDA documentation
- Build a working knowledge of key accounting considerations around derivatives
- Price and execute live foreign exchange spot, forward, and swap transactions through voice and electronic channels
Education
Education
Bachelor’s Degree in Relevant Field
Bachelor’s Degree in Relevant Field
Southern Illinois University Carbondale
Bachelor’s Degree in Relevant Field
Skills
Skills
- Comprehensive knowledge of financial markets, specifically, Fixed Income functions and products
- Completed Series 7 & 63 registrations
- Detailed working knowledge of the industry and market to assess impact of market conditions
- Excellent interpersonal and relationship building skills in order to develop, manage and leverage relationships with clients, internal and/or external business partners
- Significant presentation/interactive skills sufficient to clearly articulate complex conceptual information/ideas on issues involving extensive interpretation and opinion
- Negotiating and influencing skills to shape decision-making processes at senior levels and resolve situations where compromise solutions are often negotiated
- Creativity skills sufficient to resolve complex problems and/or identify innovative alternatives or opportunities
- Developed understanding of CIBC World Markets businesses as well as significant knowledge of
14 FX Sales resume templates
Read our complete resume writing guides
1
CIB FX Sales Analyst Resume Examples & Samples
- Strong oral and written communication skills, including the ability to translate complex financial concepts into simple language and concrete action steps
- Quantitative skills - must be extremely comfortable manipulating data in Excel and can quickly get up to speed on various complex products
- Superior time management and multi-tasking abilities to juggle live transactions and daily tasks
2
Junior FX Sales Private Banking Analyst Resume Examples & Samples
- Contribute to develop new investment themes and ideas and their distribution, based on desk view, backed by research,
- Experience and thorough understanding of Private Wealth Management segment and US model required
- All-rounder profile, with strong market and client focus who can cope with a demanding and high pace trading floor environment but similarly feels comfortable with conceptual and open tasks to drive and develop new solutions and enhance the business
- Strong analytical skills, ability to grasp concepts, processes and workflows
- Proven track record of delivering solutions and results with changing priorities and client driven workload
- Team player and sales nature who can engage Relationship Mangers and clients as well as stakeholders with different styles and cultures
3
Icg-transactor, FX Sales, Asia Macro Sales Resume Examples & Samples
- Bachelor Degree in Business or related field / Master’s Degree
- Knowledge of Markets, and couple of years’ experience in sales of FI products to Institutional clients
- Must have a strong sense of urgency
- Most importantly, must have a strong passion for Markets
- Preference for existing Citi employee if it meets all criteria
4
FX Sales, RBC Capital Markets Resume Examples & Samples
- Research news and market movements to produce morning commentary for clients
- Assist with phone coverage throughout the day
- Book FX trades for branch network and assist with client trades
- Assist with construction of sales and internal presentations, especially using PowerPoint
- Complete ad hoc projects to analyze data or improve operational and administrative process
- Motivated individual who is able to take initiative and self-develop
- Fully bilingual French/English oral and written in qualifications
5
Senior FX Sales Resume Examples & Samples
- Senior FX Sales to cover major Japanese Corporate
- Minimum 10 year FX Sales experience with Commercial Bank based in Japan
- Experience in Japanese Commercial Bank is must
- Management Experience in Japanese Commercial Bank
6
West Coast FX Sales Resume Examples & Samples
- Experience in the financial industry
- Experience in FX or Derivative Sales
- Excellent communication/presentation/interpersonal skills
- Strong analytical and quantitative ability
- Ability to multitask, prioritize and meet deadlines
- Team-oriented and goal-driven attitude
7
West Coast FX Sales Resume Examples & Samples
- 6+ months of work or internship experience in a professional work environment
- 6+ months of experience working with Microsoft Office
- Experience in FX Sales
8
E Fx Sales Resume Examples & Samples
- Partnering with voice sales and trading and e-Risk to enhance service level to clients
- Developing partnerships with Relationship Managers and other key distribution partners
- Extensive list of existing client relationships
- Experience selling e-FX products to senior buy-side client representatives
- Quantitative and analytic skills (must be comfortable with numbers)
- Technology driven
- Undergraduate or graduate degree in Business/Economics/Mathematics preferred
9
Fall Co Op, Macro Fx Sales Resume Examples & Samples
- Develop proficiencies in the area of FX market conditions and trading characteristics, investor behaviour and trading floor dynamics and trading platforms
- Undergraduate or Graduate student in Business/Finance
- Ability to multi-task and prioritize in a high pressure environment
- Proficient with Microsoft Word, Excel, PowerPoint and Outlook
- Availability after 5 PM as required by the business
10
Director, E-fx Sales Resume Examples & Samples
- Deliver excellence in client service, protect and enhance the RBC brand and maximise I&TS FX financial performance against the available opportunity sets
- To shape and execute the RBC I&TS e-FX Trading value proposition and maintain the client facing e-channel product set
- To create and own the client on boarding process for all e-FX channels globally and including post trading matching platforms
- To create and maintain detailed management reporting suites including client level modelling of trade data that directly informs better management decision making
- Embrace and foster a culture of risk control, awareness and minimisation aligned to best practice risk management and RBC policy
- Apply sound business judgement and RBC cultural understanding to make good decisions
- Identify and sponsor collaboration and future business opportunities that will improve client service and sustain RBC competitive advantage
- Create and maintain detailed management reporting suites including client level modelling of trade data that directly informs better management decision making
11
FX Sales Associate to VP Resume Examples & Samples
- FX Sales to cover both Japanese Financial Institutions and Corporate
- Minimum 3 year FX Sales experience in Commercial Bank or Investment Bank based in Japan
- FX Sales experience at Global Bank based in Japan
12
Associate / Associate Director, FX Sales Resume Examples & Samples
- To deliver excellence in client service across the custody related FX client base, increased custody related FX sales and improved RBC financial performance, all with a primary focus on European profitability, sales strategy, workflow efficiency and product capability
- To help to position RBC I&TS to meet challenges of evolving the FX business to succeed and outperform against an custody banking industry backdrop of a declining ancilliary product revenues, increased regulation and changing client behaviours and needs
- To contribute to the shaping and the execution of the global RBC I&TS FX business plan including product set, resourcing and sales & retention strategies
- European FX desk lead on key strategic product initiatives. Identify and implement automated enhancements within the FX sales process
- Create and maintain detailed management reporting suites and client level modelling of FX trade data that directly informs better management decision making
- Demonstrate excellence in conduct, risk controls & awareness
- Improve the rate of innovation & change
13
Securities, Ficc, E-fx Sales, Associate Resume Examples & Samples
- Ability to assist trading in yield optimising clients daily
- Knowledge of macro products and understanding of all aspects of the eFX workflow
- Serving as desk contact for any trade queries
- Advising clients on the optimal methods of executing FX transactions
14
Associate Emerging Markets FX Sales Resume Examples & Samples
- Provide coverage to European and Asian clients, both Real money and Hedge Funds
- Develop EM FX client base
- Develop fundamental knowledge of EM FX product knowledge across all asset classes
- Discussing assets/trade ideas where required and executing trades as required monetizing time spent with investors
- Providing the trading desk and strategy desk with feedback and client colour
- Good organizational and planning skills � can manage the coordination of multiple activities working to specific deadlines
- Previous experience in Emerging Markets FX Sales
- Willingness to learn fast
- Be analytical in assessing investment ideas
- Communicate new trade ideas both internally and externally
- Interact efficiently with other areas in GM
15
Associate Director FX Sales Resume Examples & Samples
- Distribute a diverse range of foreign exchange products to established and prospective Latin American and Canadian Institutional clients, including FX options
- Build on existing relationships, by developing a deep understanding of client’s FX exposures and objectives
- Provide innovative ideas, timely market information, pricing and exceptional service
- Develop and maintain strong relationships with FX sales, trading and strategy team members
- Cultivate new client relationships by working closely with internal partners, including Relationship Management and other product groups
- Cross sell the Bank’s wholesale banking services to deepen existing relationships and cultivate new ones
- Protect the Bank from loss and/or exposure to unnecessary risks through strict compliance with applicable acts, policies and regulations as applicable
- Very strong business development and marketing skills. Sales experience in the Financial Services industry would be an asset
- In-depth knowledge of FX hedging strategies including experience structuring currency options
- Experience with FX related systems including: FX Connect, Bloomberg, 360T, FXall, Wallstreet and Fenics/Murex
- Strong team player able to collaborate with internal groups in achieving cross sell objectives and franchise growth
- Excellent PC skills with strong working knowledge of Excel, PowerPoint and data analysis in particular
- Fluency in Spanish is required
16
FX Sales Resume Examples & Samples
- Enhance and develop book of FX business in the Commercial and Large Middle Market space
- Partner with the banking team to develop FX relationships and prospect for new clients
- Understanding of US accounting laws (FAS133 etc) and how hedge accounting principles relates to FX in order to hold high level, strategic conversations with clients and prospects
- Use in-depth knowledge of FX hedging strategies to market and price FX products to customers, including spot, forwards, and derivatives such as Non-deliverable forwards and options
- Interpret macro-economic data, discussing with covered clients and generating trade flow
- Bachelors Degree with strong academic record
- 1-2 years of experience working with institutional clients at a regional, national or global investment bank
- Knowledge of FX products including currencies (G20, LATAM and emerging market)
- Preferably a transferable book of Commercial or LMM clients with experience executing FX transactions with clients, but not required
- Professional level written and oral communication skills
- Working knowledge of Bloomberg a plus
- Fluency in English is a pre-requisite and a level of Spanish is valued positively
17
FX Sales, Analyst to Associate Resume Examples & Samples
- FX Sales staff, facing corporate clients
- Minimum of one year working within an investment bank, maximum of 7
- Sales experience facing corporate
- FX Sales experience within a global investment bank
18
FX Sales, Analyst to Associate Resume Examples & Samples
- Independently develop and maintain client relationships, focusing primarily on the FI area
- Minimum of one year working within an investment bank in a sales position
- Strong English and Japanese language skills
- Deep FX product knowledge
19
VP, Institutional FX Sales Resume Examples & Samples
- A Vice President, Treasury Sales is a senior member of the Treasury sales team. They are expected to assist in the training of junior Treasury sales personnel, as well as manage the coverage of a team of senior clients
- A minimum of 3 to 5 years of experience in Treasury Sales
- A minimum of an undergraduate degree, or at least 10 years experience in lieu
- In the absence of a post-graduate degree, the VP Treasury Sales should have completed the AIC training, or be enrolled in the CFA course
- High level of communication ability in both written and oral form
- Very high level of analytic skills and problem solving ability
- The ability to quickly grasp and master new concepts and ideas
20
CIB FX Sales Associate Resume Examples & Samples
- Proven sales experience required
- Organized and comprehensive client management approach
- Expert Excel, Power Point and MSOffice skills
- Maintain the highest standards of controls
- Excellent multi-tasking skills and superior time management to juggle live transactions and daily tasks
- Foreign exchange experience required
21
CIB FX Sales Analyst Dallas Resume Examples & Samples
- Model, structure, and market foreign exchange derivatives including forwards, options, and structured products to corporate clients
- Price and execute live foreign exchange spot, forward, and option trades throughout the day
- Follow economic data releases and explain the market impact to clients
- Work closely with other asset class teams, banking and treasury services to promote cross selling across the firm
- Back up colleagues and work together as a team
- Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately
22
FX Sales & Structuring, Associate to VP Resume Examples & Samples
- FX Sales Associate or VP
- Independently develop and maintain client relationships
- Strong derivatives background
- Structure deals when necessary
- Good knowledge of Derivatives and Structuring
23
VP, Institutional FX Sales Resume Examples & Samples
- Market TD’s FX Research and Quantitative/Algorithmic Solutions
- Develop and maintain strong working relationships with all Distribution teams, FX Trading teams as well as the Capital Market Origination teams
- Protect TD Bank and its subsidiaries from loss and/or exposure to unnecessary reputational risk through strict compliance with applicable acts, policies and regulations as applicable
- Experience in wholesale Foreign Exchange sales or trading activities
- Strong understanding of financial markets and financial products
- Demonstrated presentation and communication skills
24
CIB FX Sales Institutional Coverage Resume Examples & Samples
- Responsible for the full sales process -the first client pitch/cold call to coordinating with the middle office/onboarding/legal teams to get the client trading
- Responsible for negotiating fees and implementing spreads for new FX clients as well as constantly looking for ways to improve profitability by optimizing revenues and volumes from our existing client base
- Working closely with both internal teams within the firm and external vendors. The trading desk, technology teams, sales teams and management teams are just a few of the groups that you will be collaborating with on a daily basis in order to grow the FX franchise
- FX specific and general markets knowledge
25
CIB Middle Market FX Sales Analyst Dallas Resume Examples & Samples
- Minimum of 2 years FX or Global markets experience
- Expert Excel, PowerPoint and MSOffice skills
- Individual should be a team player and display leadership skills
- Individual should have excellent written and verbal communications skills
- Individual should be able to work well in a fast paced high volume trading floor environment
- Individual should be able to work well and efficiently under minimum supervision at times
- Individual should have excellent multi-tasking skills and superior time management to juggle live transactions and daily tasks
- Individual should have creative problem solving abilities and see issues through to resolution
26
CIB Middle Market FX Sales Analyst Resume Examples & Samples
- Price and execute live foreign exchange spot, forward, and swap transactions through voice and electronic channels
- Prepare pitch books and attend client calls to evaluate current hedging programs
- Assist in developing and maintaining marketing materials
- Manage the client onboarding process and assist clients with Dodd Frank regulatory requirements
- Primary front office point of contact for operational follow up, requiring a working partnership between middle and back offices to ensure client satisfaction
- Follow economic data releases and readily update key clients on market impact
- Manage database of prospective clients and various business initiatives including reporting and internal presentations
- Develop a proficiency in options, cross currency swaps, and strategic cross border transaction strategies
- Build a working knowledge of key accounting considerations around derivatives
- Maintain a thorough understanding of Risk, Control, and Compliance protocols inherent to the role
- Analyze and understand credit and capital risk of client trades and coordinate with the firm's credit and legal teams around exposure risk and ISDA documentation
- Represent the firm with Best in Class customer service
- 1-3 years FX or Global markets experience
- BA or BS required- Bachelors in Finance preferred
- Knowledge of core FX Products
- Individual should be a proven team player and display the initiative and maturity expected of a leader in the field, supporting the overall client base
- Professional oral and written skills, including the ability to translate complex financial strategies into clear concepts and concrete action steps
- Quantitative skills a must with expertise in MS Excel, Powerpoint, and experience in data modeling
- Ability to work in a high volume, fast paced environment absorbing information quickly and accurately without error
- Superior time management skills and multi-tasking abilities to manage live transactions and daily tasks where attention to detail is critical
- Individual should have efficient problem solving abilities and see issues through to resolution with minimum supervision
- Individual should be able to take ownership on driving and growing the business along with Senior Marketers
27
Institutional FX Sales Resume Examples & Samples
- Engage in all sales activities and be active on sales account and volume producer
- Contact and qualify leads and conduct initial flow-ups on sales prospect
- Provide status reports to management on overall sales and activities
- Help in mentoring junior sales staffs
28
CIB Middle Market FX Sales Analyst Resume Examples & Samples
- Minimum of 1 to 3 years FX or Global Markets experience
- 1st yr Market Analyst preferred
- Individual should be able to work well in a fast paced trading floor environment
- Individual should have excellent multi-tasking skills and superior time management
- Individual should have creative problem solving abilities and commit to issues through to resolution
- Minimum of 3.2 GPA for entry-level roles
29
FX Sales Specialist Resume Examples & Samples
- Deep knowledge of foreign exchange products (spot, forward, options and structured products)
- Extensive derivatives background
- Proven track record of generating revenues
- Experience in both Trading and Sales preferred
30
FX Sales Resume Examples & Samples
- Bachelor graduated, min. S1
- Have knowledge and experience on FX market
- Able to give update on FX to customers and branch/hub
- Can work in a team and able to established relationship with Branch/Hub/customers
- Have technical FX skills
31
FX Sales Resume Examples & Samples
- Possess a Bachelor's degree
- Has technical FX knowledge and has experience in FX market
- Able to work in a team and maintains good relationship with customers and branch/hub
32
Associate Director FX Sales Resume Examples & Samples
- Distribute a diverse range of foreign exchange products to
- Minimum of 3 years of experience in foreign exchange sales or
- Accuracy,
33
CIB FX Sales Analyst Resume Examples & Samples
- Digital mindset – data mining, analysis and ability to produce presentations with actionable recommendations
- Foreign Exchange experience preferred
- Possess ability to follow global markets—be able to articulate key and relevant market movers
- Expert Excel, Power Point and MS Office skills
- Ability to work well in a dynamic, high volume production environment
- Experience working in a team-based sales environment
34
FX Sales Resume Examples & Samples
- Main Objectives
- Develop and ensure the achievement of strategic, business and financial plans for distribution of Fixed Income Sales products across U.S. investor clients
- Partner with trading, risk, origination and other teams across the firm to enhance CIBC’s functional capabilities
- Keep up to date with market trends
- Partners with trading, risk, origination and other teams across the firm to enhance CIBC’s functional capabilities
- This job must effectively foster client relationships
- As a manager of people, this job must ensure all employees within the business unit comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls
- Comprehensive knowledge of financial markets, specifically, Fixed Income functions and products
- Completed Series 7 & 63 registrations a plus
- Detailed working knowledge of the industry and market to assess impact of market conditions
- Negotiating and influencing skills to shape decision-making processes at senior levels and resolve situations where compromise solutions are often negotiated
- Creativity skills sufficient to resolve complex problems and/or identify innovative alternatives or opportunities
- Working knowledge of all Canadian and U.S. legislation and regulatory requirements in order to either advise clients or market transactions effectively
- Developed understanding of CIBC World Markets businesses as well as significant knowledge of
35
FX Sales Manager Resume Examples & Samples
- Proven track record in consistently over delivering against a revenue target
- Strong level of credibility and presence in front of prospects and clients
- Experience in using CRM tools preferably, Salesforce
- Bilingual with proficiency in Mandarin preferred to liaise with mandarin speaking clients
36
Associate, Institutional FX Sales Resume Examples & Samples
- Distribute a diverse range of foreign exchange products to sophisticated Canadian, real money clients
- Provide innovative ideas and exceptional service to institutional clients in a very fast paced and competitive environment
- Provide quality and timely market information and pricing
- Cultivate new and deepen existing relationships by cross selling the dealer’s other capital markets services
- Experience in wholesale Foreign Exchange sales or trading activities (2-5 years)
- Proven record of client relationship management skills and success
- Demonstrated strong business analytical skills, problem solving abilities, initiative and creativity
- Strong PC skills, including Word, Excel, PowerPoint, Internet, Bloomberg as well as an ability to learn new applications
37
Associate FX Sales Resume Examples & Samples
- Carry relationships on a day to day basis (market coverage, execution)
- Support senior colleagues on the daily coverage, administration and idea generation
- Very proactive role within the client relationship, incl. documentation aspects and liaison with middle and back office functions
- Constantly watching out for opportunities to grow the business beyond its current status in terms of relationships and products
- Market and Product analyses
- Cooperate closely with product partners mainly located in London to originate fixed income transactions
- Successful revenue contribution from clients
- Build relationships with related sales groups (FI, Equity, Cap. Mkt. London/New York ) to foster cross selling opportunities
- University Degree in Business Administration or comparable / equivalent business experience
- Excellent knowledge of FX products and of the fund management industry of the countries in question
- 3 years working experience in FX sales teams
- Strong macroeconomic background and understanding of the interdependencies of markets and international politics
- German and English fluency (written and spoken) is essential
38
FX Sales Associate Resume Examples & Samples
- Bachelor’s Degree required, MBA preferred;Series 7 and 63 preferred
- 7 years of professional experience in Corporate Finance, Debt Capital Markets and Latin American Derivatives Market
- Understands documents related to products traded (ISDAS, etc)
- Advanced Excel and Microsoft Office knowledge, Bloomberg, Reuters, Derivatives Pricing Capabilities
- Knowledge of Spanish and/or Portuguese,Market and sell FX/FI & derivatives products to clients
39
Junior FX Sales Analyst Resume Examples & Samples
- Handling pre-trade duties on behalf of sales SCOW preparation and capturing
- Maintaining Client Data in CRM tools BDR registration for new clients
- Ensuring efficient trade follow up
- Monitoring credit limits for clients
- Reviewing assignment requests via electronic platforms
- Helping in preparing presentations and trade ideas
- Maintaining and improving existing spreadsheets used by the desk
- Helping to create a smooth client take on process
- Collecting / analysing flow information
- Assist Salespersons for back up when requested for trade execution under supervision of senior sales to deal with simple or minor quote requests
- Assist in collating orders in new issue transactions if required
- Assist in the booking of meetings
40
FX Sales, Seoul Resume Examples & Samples
- Incumbent must have an advanced knowledge of the foreign exchange and derivatives market gained through applicable experience and education
- Incumbent should have an in-depth understanding of global market influencers such as economic and political conditions, the balance of trade, inflation rates, government regulations, etc
- Incumbent is typically seen as a subject-matter expert within the organization and is sometimes asked to provide strategic advice and direction for the unit
- Incumbent must possess exceptional analytical and mathematical skills and experience with spreadsheets and data management
- Incumbent typically works with very large, high-risk or complex corporate and institutional client accounts
- Incumbent will work independently on assignments
- Incumbent receives minimal daily oversight
- Incumbent is required to identify problems and provide innovative or unprecedented solutions
- Incumbent's work quality and efficiency have a significant and direct impact on revenue generation
- Incumbent has direct interactions with Bank of New York Mellon clients
- Incumbent will represent Bank of New York Mellon to members of the media and press
- Incumbent interacts regularly with other members of the sales team
- Incumbent has regular interaction with the trading team
- Incumbent must have exceptional verbal and written communication skills and the ability to convey technical information to non-technical audiences
- Incumbent must have the ability to persuade and convince while maintaining tact and diplomacy
- Completion of applicable FINRA series examinations and registration
- 10 to 15 years experience
41
FX Sales Analyst Hedge Funds Resume Examples & Samples
- Providing sales coverage of some key macro Hedge Fund clients
- Developing, pitching and executing trade ideas
- Working closely with Research, Trading and Structuring to deliver the FX franchise to clients
- Liaising with global peers and local colleagues in other products
- Identifying and developing new client business opportunities
- Experience in FX Sales within the Banking environment – Emerging Markets, Rates and/or Credit will also be considered
- An understanding of macro FX markets and the Hedge Fund client segment
- Ability to develop the wider franchise beyond your client base
- Able to demonstrate the ability to navigate complex organizations
- Strong experience of analytics, with an ability to interpret business and economic data and assess the implications of both, with regard to client requirements
- Driven and dedicated to help the team succeed
- Self-motivated, with excellent communication skills
- Able to develop new relationships quickly
- Relevant education such as a BSc / MSc in a technical finance discipline or the equivalent work experience or qualifications
42
Svp-fx Sales Resume Examples & Samples
- Deliver FX products to CCB customers within the framework of the FX Product Program - Ensure close adherence to Financial, Regulatory, Risk and Compliance policies and guidelines
- Assist to simplify process, improve customer and banker experience. Deliver best-in-class service
- Coordinate training for RMs and functional partners within territory assignments
- Maintain frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts. Bring outside-in / competitive view on new products, pricing, and structures to the bank
- Strictly adhere to internal and regulatory control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation
- Mentor and assist to train staff
- Undergraduate business degree, advanced degree is preferred
- Should have a minimum of 8 years of experience in Banking and 5 years in FX
- Exceptional process and analytical skills. Attention to detail, ability to manage business within strict Regulatory and Compliance guidelines
- Proven track record of meeting / exceeding goals
- Proven leadership ability with excellent interpersonal communication skills
- Transaction and process driven
- Must have a sharp business development focus and demonstrative innovative approaches
- Must be a self-starter, someone who demonstrates by getting out in the marketplace with an entrepreneurial drive
- Must have superior organizational skills
- Must have excellent written and presentation skills
- Should be able to effectively interact with a variety of internal and external constituencies
- Must be results oriented and move fast to meet customer and banker needs
43
FX Sales HF Director Resume Examples & Samples
- 7+ years working directly within the Macro business
- 7+ years direct experience with foreign exchange markets including options and structured products
- Initiative and curiosity – the desire to drive the growing FX business and to explore the products within and influences on this complex market
- Effective communication – the ability to communicate in a compelling, concise and precise manner
- Organization – the ability to prioritize long-term projects, personal development and short-term demands
- Relationship building – cooperation with senior research analysts, sales, traders, and clients
- Macroeconomic background and quantitative skill – familiarity with the mechanics of the global marketplace, as well as comfort with numbers
44
Team Leader FX Sales Resume Examples & Samples
- Should have basic and advanced knowledge on FX market
- Able to give market update to FX Sales / hub / branch
- Able to established good relationship with hub / branch / customers
- Able to give updates on strategy related to FX movement to FX Sales / hub / branch
- Have strong knowledge and capabilities on fundamental and technical FX market
45
Cbfx Transactional FX Sales Resume Examples & Samples
- Develop, articulate and deliver a strategy to acquire and grow new transactional FX business in the region
- Manage a portfolio of clients based on the footprint of corporate clients covered by the Corporate bank in the region
- Deliver expert support and analysis to Relationship Directors and their support staff on all FX related content to ensure acquisition and growth of transactional FX business in the region
- A key focus will be to work with high-tech/eCommerce corporate clients in the US and develop strategic partnerships with them to deliver NetFX solution globally
- Be a key member of the team globally co-ordinate client opportunities with transactional FX sales colleagues in Europe and the APAC region
- Build and maintain strong working relationships with key stakeholders across Product, Coverage and Foreign Exchange teams to ensure business opportunities are progressed appropriately
- The role requires a high level of technical knowledge, understanding of markets and regulatory requirements
- 5+ years of Relevant experience
- We are looking for someone who is innovative and will consistently deliver exceptional results
- Knowledge of the eCommerce and high-tech sector including new cross-border payment technologies
- Strong understanding of corporate treasuries gained through experience working with clients
- Strong presentation skills and ability to organise client events in partnership with Relationship Directors
- Excellent inter-personal skills to navigate internal relationships with Relationship Directors and colleagues in the global CBFX team
- Excellent accuracy whilst working quickly under pressure in high risk market environments
- Comprehensive understanding of the impact of the economic environment on customer’s needs and their business
- An extensive knowledge of FX markets, products and pricing
- Strong negotiation skills and commercial awareness
- Actively seek out and share knowledge and best practices across departments to drive business performance
- Act as a role model for taking accountability and ownership
