Execution across a wide range of foreign exchange needs including cash management, hedging and investment strategies
Execute interest rate risk management solutions to address floating rate liabilities associated with commercial real estate or custom lending
Drive strategic projects including improvements to platform, operations and servicing
Preparing term sheets, marketing materials and presentations
Liaise and interact with financial advisors, sales and support partners on a daily basis
Proactively develop and maintain relationships with financial advisors and clients
Acts as the senior product representative on a client team and is solely responsible for all product transactions with key clients.
extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from marketing and documentation to closing. Develops aggressive marketing plans and strategies affecting an entire region or section.
Required Qualifications:
At least 8 years of prior experience working in client coverage and/or product management capacity
The ideal candidate will have strong FX, Rates and Commodities background as well as general cross-asset derivatives skills.
The successful candidate will be a well-rounded individual who possesses strong quantitative, analytical and communication skills.
Understanding of credit policies and collateral supporting derivatives
Multi-tasking and ability to work under pressure.
Strong marketing and presentation skills
Ability to work as a team player in a dynamic, fast-paced and collaborative work environment.
MS, MBA and/or CFA are desirable
FINRA registered representative with Series 7 & 63 required at time of hire or within 120 days of hire