CIB - Sales and Marketing - Sales Assistant (China Team)
Handle, operate, and follow up on post-trade process to ensure smooth front to back workflows and accuracy of all entries, ensure internal controls are followed; check all risk and control measures (incl. not limit to coordinate with operations to pick up transactions; make client call; close/amend the deal; book the trade ; oversee settlement and post-trade activities)
Collaborate with Operations to ensure underlying requirements are adhered with, valuation statements are delivered, clients' audit requirements are responded to, and settlement processes are completed efficiently
Help to prepare presentation/marketing materials (generic and client-specific) covering market updates, product ideas, and regulatory frameworks for senior salespersons
Manage internal sales blotters, trade records, as well as prepare management reporting.
Ensure utmost precision in risk management on the desk: positions and swaps monitoring, Nostro-balance management, error-free squaring of risk
Provide timely support for internal queries and solve post-trade related issues.
Work closely with various internal parties i.e. Sales, Trading, Business Managers, RMs, Operation, IT, Risk, Client Services, Compliance, Legal etc.
Assist on ad-hoc requests and handle queries in a timely manner, work as partnership while consistently keeping an independent mindset.
Product Scope: mainly and not limited to fixed income and commodity
Participate in continuous improving of work flow and product development
Be able to help on ad-hoc requests from the Sales Desk and Clients
Good knowledge of system architecture (front to back workflow) and product knowledge
Document the above routines and processes
Report IT issues and processes requiring improvements
Working understanding of the applicable regulation
1-3 years working experience in Sales or middle office roles in investment bank
Good knowledge in front-to-back sales cycle process; and good understanding of Risk, P&L and pricing
Understanding of basic operational risks
Market/Derivatives Knowledge is a plus
Good IT knowledge (Excel, VBA, data analysis/query)
Client focus and commercial attitude
Excellent interpersonal and communication skills (both written and verbal)
Proactive and displays strong self-organization and multi-tasking capacity
Passion for capital markets and trading environment