Responsible for marketing FX & Rates products to existing corporate clients of the Bank and to liaise with other areas of the Bank, primarily coverage, with the aim of attracting business from existing and to on-board new clients in line with CACIB's UK corporate expansion strategy. To provide a Foreign Exchange, Rates and Cash deposit services to areas within the Bank, as required.
Overall responsibility for managing an agreed portfolio of GMD Corporate, Private Equity and Infrastructure Fund clients and for maximising opportunities and production.
Ensure regular contact with corporate clients of the bank providing them presentations, market updates and product ideas/ solutions to hedge their exposures
Work closely with the Senior and Coverage Bankers for the clients covered, attend internal planning meetings and contribute to the formulation of marketing strategies for these clients.
Execute transactions linked to both flow and non-flow activity across the GMD product suite.
Promote increased intelligence within Coverage and other departments of GMD product capabilities
Ensure Strategic Sales are, where appropriate, fully integrated into the sales process to provide tailored advisory solutions
Develop knowledge of client needs and co-ordinate the Bank's efforts to service customer organisations.
Coordinate with Trading, Securitization, Structuring, Debt Capital Markets and other Business Lines' support functions in order to define and execute the strategy on Corporates and advising the customers on how to hedge exposures
Execute the placement of transactions in accordance with established risk management procedures and risk parameters.
Aim to meet individual production objectives and targets and overall team and product line budget.
Management and Reporting
Report to Line Manager on a regular basis on the progress of the business and specific issues.
Attend regular team meetings to review market strategy, exchange ideas and communicate/receive updates on any issues, including MNC clients as well as the corporate franchise.
Risk & Controls
Adhere to and understand risks to the bank and the client resulting from marketing initiatives or successful conclusion of transactions
Ensure clients are suitably classified (under FCA rules) and are dealt with appropriately
Ensure clients are cleared by credit, legal, compliance and back office before trading
Communication
Entertain clients to promote the bank and its products
Network with internal partners in trading and structuring to generate business for GMD
