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Responsible for selling the products of the Global Markets to existing customers of the Bank and liaising with other areas of the Bank with the aim of attracting business from potential new customers. The customer base includes Corporate clients in East & North China.
Strategy and Business Planning
Market products by speaking with customers about their needs, financial markets and propose suitable ideas and recommendations. The approach varies according to the customers and the products: E.g. Corporate - provide information on the markets and advising the customers on how to hedge exposures (for e.g. develop products to reduce the impact of movements).
Identify, target and solicit new customers.
Responsible for some aspects of transaction structuring and work with structuring teams to provide support in developing new or complex transaction structures.
Originate transactions from clients and co-ordinate the efficient execution of the trading desk.
Formulate marketing plans and relate these to marketing opportunities.
Be aware of all economic and financial data likely to affect the products being marketed.
Develop knowledge of client needs and co-ordinate the Bank's efforts to service customer organisations.
Plan and organise client visits and meetings.
Liaise with Relationship Managers / Senior Bankers in other areas of the bank regarding marketing opportunities.
Aim to meet individual objectives and targets and overall team and product line budget.
Management and Reporting
Report to the Head of Corporate Sales daily on an informal basis on the progress of the business and specific issues.
Attend a weekly meeting with the Sales team to review market strategy, exchange ideas and receive updates on any important administrative matters.
Ensure clients are suitably classified (under CBRC rules) and are dealt with appropriately.
Ensure clients are cleared by credit, legal, compliance and back office before trading.
Ensure the trade monitoring of counterparty risk
Adhere to and understand risks to the bank and the client resulting from marketing initiatives or successful conclusion of transactions.
Entertain clients to promote the bank and its products.
Network with contacts in the business to generate business for the GM.
Legal and Regulatory Responsibilities
Comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the China Compliance manual and Compliance policies and procedures as issued from time to time; Financial Security requirements, including, but not limited to, the prevention of Financial Crime and Fraud including reporting obligations to the Money Laundering Reporting Officer.
Maintain appropriate knowledge to ensure to be fully qualified to undertake the role. Complete all mandatory training as required to attain and maintain competence.
To be aware of the main regulations and guidelines by local regulators which are related to her function; and take reasonable steps and actions to contribute to the fraud prevention.
Internal Number: 5066528
About Morgan McKinley Shanghai
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