Lead - Client Engagement Group & Sales Opportunity Management Team - BFSI

Client Engagement Group and Sales Opportunity Management Team Lead is responsible for leading a team and being a principal practitioner within the offshore centre. Initially, no client interaction is anticipated with corporate and institutional sales people although the scope of the role is expected to develop and change over time according to business needs, maturity of technology solutions, and expansion of the offshore capability. Elements of the team will focus on either institutional or corporate client activities with the team lead expected to maintain oversight and realize synergies across both.

Daily market updates :

- Draft daily morning market research commentary for each country with news articles and financial data collated from Bloomberg or Reuters. Update graphs to include in commentary, such as inter-day currency pair movements, to inform clients of potential changes to their risk return profile, volatility exposure, and view of macroeconomic trends. Distribute daily commentary to onshore sales teams and actively manage the client distribution list.

Cross border flows :

- Research and collate new items of interest for each country in the Asia Pacific (APAC) region regarding corporates who have announced cross border activities such as fundraising or new overseas contracts. Identify potential cross border solutions that can provide to these companies, such as FX Cash or Derivative products helping to manage currency exposure, and circulate to onshore sales team.

Daily derivative indications :

- Use pricing system to provide daily derivative indications to relationship managers.

Daily investment indications and early morning pricing :

- Retrieve daily pricing information on products from traders via pricing system. Communicate with traders to agree adjustments to pricing parameters. Upload pricing information to internal platform used by relationship managers.

Prepare client information packs :

- Create pre-meeting packs for sales team members. Use internal systems to incorporate on-boarding status, client credit appetite, and trading history. Provide commentary on industry trends, bench-marking, P&L analysis, revenue stability, and products & volumes traded by the client.

- Include relevant research and trade ideas in the pre meeting pack and alert sales teams to any public announcements affecting the client (e.g. M&A, Issues, and Divestures).

Delivery Responsibilities :

- Data Maintenance

- Client Revenue Reporting / Client Analysis

- Broker Vote Reporting

- Client Activity Reporting / Meeting Calendars & Actions

- Client Management Support

- General Admin

Skills :

- Overall 3 to 7 years experience in financial services

- Individuals with previous experience in either an operations, finance or risk management role preferred

- Experience managing a team with clear competencies in people & development, performance management, and high quality execution

- Experience in a research type role requiring analytical ability

- Understanding of Global Markets products, specifically FX spot, FX forwards, FX options, money market products, and interest rate swaps

- Familiarity with collating financial news sources(Bloomberg/Reuters)