CIB Sales Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the cib sales job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired. Read the complete guides below for more details.

  • Craft your perfect resume by picking job responsibilities written by professional recruiters

  • Pick from the thousands of curated job responsibilities used by the leading companies

  • Tailor your resume by selecting wording that best fits for each job you apply

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JW
J Weimann
Juvenal
Weimann
833 Irwin Views
Phoenix
AZ
833 Irwin Views
Phoenix
AZ
Experience Experience
12/2015 – present
Philadelphia, PA
Cib-sales Trading
Cib-sales Trading
12/2015 – present
Philadelphia, PA
Cib-sales Trading
12/2015 – present
  • Assist with trading strategy idea generation and execution for clients- work to build a high level strategic relationship
  • Work closely with other asset class teams, research sales, sales trading, derivatives & prime brokerage to promote cross selling across the firm
  • Have an established relationship with the hedge fund customer base
  • Assist with the pre and post trade process by ensuring the accuracy of all entries and to ensure internal controls are followed
  • Prepare presentation materials and participating in deal pitches
  • Understands the different types of risk and can discuss in detail ways of managing these risk
  • Implement selling as a continuum -- independently and effectively complete a transaction from start to finish (make the call; send the research; sell and close the deal; book the trade)
08/2008 – 08/2015
New York, NY
CIB Sales
CIB Sales
08/2008 – 08/2015
New York, NY
CIB Sales
08/2008 – 08/2015
  • Partnership with assistants across the CIB group to provide coverage for absence where necessary
  • Assisting senior members of the team within their client coverage
  • Working with trading desks to develop trade ideas to meet client demands
  • System functionality expert - utilise internal systems, complete accurate data entry into internal management information systems and responsible for accurate collation of information to senior management
  • Finalise complex travel arrangements: co-ordination of flights, check in, VISAs, accommodation and ground transportation logistics following a Corporate Policy. Manage a multitude of frequent changes at short notice and prepare travel itineraries
  • Advanced, proactive diary management, facilitating swift set-up of client meetings
  • Management of expense processing through Oracle, reimbursement, personal amounts owing and account reconciliations
09/2005 – 06/2008
Detroit, MI
Cib-sales
Cib-sales
09/2005 – 06/2008
Detroit, MI
Cib-sales
09/2005 – 06/2008
  • General administration duties (Room bookings, filing, photocopying, faxing)
  • Working closely with Trading and Banking in order to achieve synergies for the business
  • General administration duties (room bookings, filing, faxing)
  • Demonstrates creativity in solving problems. Always looks for new ways of doing things
  • Client facing position, internal and external client handling
  • Performing financial valuation and analysis for product modelling
  • Working closely with senior sales on a daily basis interacting with different areas within the bank and directly with clients
Education Education
Bachelor’s Degree in Flexibility Given
Kennesaw State University
Bachelor’s Degree in Flexibility Given
Skills Skills
  • Polished, professional approach, calm and composed manner, ability to work in a pressured environment and partner effectively with peers
  • Has a high level of attention to detail and delivers high quality results
  • Strong, executive communication style
  • Complex, high volume email management (where applicable)
  • Can quickly grasp the political landscape and key people within the organization
  • Strong technical capabilities
  • Full competency in diary management, can apply good judgment and has an understanding of competing priorities
  • Professional client handling and relationship building with all client, Bankers and cover groups
  • Advanced, proactive diary management, facilitating swift set-up of client meetings
  • Become integral part of business, understand group priorities and Banker expectation
Create a Resume
1

Cib-sales Account Manager Resume Examples & Samples

  • Strong experience selling cash management products, knowledge of such products (5-7 years industryexperience)
  • Demonstrated ability to position and close new business
  • Demonstrated leader through the ability to motivate others and provide a strategic vision
  • Strong ability to influence and negotiation skills
2

Audit CIB Sales Resume Examples & Samples

  • Plan, execute and document audits with limited supervision in a risk focused manner and to a high standard in accordance with department and professional standards
  • Evaluate, test and report on the adequacy and effectiveness of the control environment
  • Analyze risks and proactively identify the root-cause of issues with a view to providing recommendations for improvement where weaknesses are identified
  • Finalize audit findings and use judgment to provide an overall opinion on the control environment
  • Communicate audit results and issues in a clear and concise manner, both verbally and in writing
  • Implement and execute an effective program of continuous monitoring for assigned areas. This includes monitoring of key metrics to identify control issues and adverse trends in the control environment and keeping abreast of key initiatives and pertinent industry and regulatory developments
  • Build and maintain key relationships with stakeholders and colleagues, establishing a culture of engagement while adding value, effective teamwork and innovative thinking
  • Disseminate best practice and regulatory requirements. Critically assess the impact of evolving industry and regulatory changes on the business and its control environment
  • Travel to overseas business locations as required
  • Education to degree standard (or equivalent) is preferable, as is a relevant professional qualification. All relevant educational, business or accounting qualifications will be taken into account
  • Recognized accounting qualification is desirable
3

Cib-sales Technology Applications Developer Resume Examples & Samples

  • Analysis / Design / Architecture
  • Product / Technology Selection
  • Prototyping
  • Iterative development of solutions
  • Business Feedback and Sponsorship
  • Planning; Co-ordination; Deployment
4

CIB Sales & Marketing Israel Sales Analyst Resume Examples & Samples

  • Learn and fully understand the fundamentals and technical of our cross asset business
  • Be able to price and structure transactions to meet Investor requirements
  • Complete due diligence surrounding the on boarding of clients and their periodic review
  • Successfully field and resolve client calls to maximize sales
  • Support senior salespeople with presentations, marketing material, meeting preparations, strategy guides, etc
  • Excellent communication and interpersonal skills. Ability to clearly communicate with senior J.P. Morgan decision makers and clients
  • Ability to work, and deliver, under pressure
  • High level of self motivation
  • Ability to work within a team as well as individually
  • Problem solving and attention to detail
  • A very good understanding of Debt and Equity markets
  • Must display ability to assume ownership of projects
  • Determination to address issues and take them through resolution independently
  • Some knowledge of Financial Derivatives would be beneficial
  • Fluent Hebrew speaker is required
5

Cib Sales & Marketing VP Based Resume Examples & Samples

  • Mexican Corporate and Government client relationship
  • Identify, pursue and close interest rate risk management opportunities
  • Work with traders, structuring and other marketers and proactively market clients and prospects
  • Partner with banking to enhance the firm’s presence and relationships with customers and prospects
  • Serve as the primary contact for clients in Mexico on complex interest rate solutions
  • Strictly comply with all regulatory and JP Morgan Chase rules, policies and procedures
  • Minimum of 5-7 years of experience as a senior marketer of interest rate products
  • Proven track record of meeting and exceeding aggressive sales goals
  • In-depth understanding of credit
  • Excellent communication skills (written and oral). Fluency in English and Spanish is obligatory
  • Knowledge of corporate finance and other banking products
  • The position is located in Mexico City
6

Cib Sales Account Manager Associate Resume Examples & Samples

  • Proficiency in identifying and exploiting supplemental sales opportunities
  • Ability to assist in the design, sale and delivery of value-added services
  • Competence in assessing new opportunities/prospecting, contacting key decision makers
  • Strong account planning and demonstrated execution
  • Second language fluency preferred but not required
7

Cib-sales Resume Examples & Samples

  • 2-5 years of professional experience covering equity, fixed-income, or commodity products (preferably in a Sales, Trading, or Research role)
  • Bachelors degree in Finance, Economics, or related field
  • Existing relationships with financial clients (Institutional or Corporate)
  • Proven understanding of financial markets and knowledge of the financial industry, regulation and credit risk management
  • Strong analytical background and communication skills are a must including sound written ability; multi-tasking is essential to the job
  • Confidence and initiative to take on responsibility and manage your own projects
  • A strong ability to work as part of a collaborative team
  • Current FINRA Licenses (7/63) are a plus, but can be obtained within reasonable time
8

Cib Sales & Marketing F & Bm Associate Singapore Resume Examples & Samples

  • Partner with APAC Sales Executive to establish the business strategy and priorities
  • Coordinate strategic initiatives aimed at improving infrastructure, efficiency, risk & controls, reporting, people and process
  • Develop regional, cross-business partnerships to support joint initiatives and to increase visibility, transparency and information sharing
  • Oversee business performance and planning
  • Support management team agendas and meetings, business reviews and follow ups
  • Contribute to CIB and F&BM agendas
  • Work experience in financial services
  • Business Management experience preferred
  • Good judgment, maturity and poise to enable interaction/influencing of senior level staff
  • Self-starter able to prioritize key tasks effectively
9

Cib-sales & Client Manager Resume Examples & Samples

  • Responsible for developing and retaining assigned client portfolios in Korea and to grow portfolio's profitably through effective account management, account plans and implementation of sophisticated and complex product strategies
  • Responsible for coordinating account plans, performance reviews and product projects for overall relationship
  • Collaborates with Client Service, Product, Operations, Technology, Risk, Credit, Legal and other internal departments to optimize product and service delivery
  • Prepares and provides correspondence, briefings and reports as well as preparation of sales presentations and response to Request of Proposals
  • Assist with new account opening and responsible for KYC activities and process
  • Strong knowledge of Investor Services products, market/industry and the Korean client segments
  • A strong track record in relationship management, sales or other such problem solving or solutions based roles is required
  • Experience in dealing with Korea clients and working within global organizations is a distinct advantage
  • Must be a good team player with the ability to build strong partnerships and mobilize internal networks and resources
  • The ability to be flexible in dealing with multiple ongoing issues or demands, prioritizing appropriately
  • Fluent in Korean
10

CIB Sales Executive Administrative Assistant Resume Examples & Samples

  • Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint)
  • Exhibits increased proficiency in duties and expanded knowledge and application of software packages
  • Knowledge of general office procedures (e.g., filing, correspondence, scheduling)
  • Ability to adapt procedures, processes and techniques to the completion of assignments
  • Excellent telephone etiquette
  • Advanced ability to organize
  • Tact and good judgment in confidential situations and proven experience interacting with senior management
  • At least three years of secretarial experience and meeting coordination is preferred
11

CIB Sales & Marketing Executive Assistant Resume Examples & Samples

  • Shared phone coverage for a busy group, involving significant interaction with clients and senior members of the firm
  • Finalise travel arrangements: co-ordination of flights, check in, VISAs, accommodation and ground transportation logistics following a Corporate Policy. Manage a multitude of frequent changes at short notice and prepare travel itineraries
  • Management of expense processing through Oracle, reimbursement, account reconciliations
  • Strong technical capabilities, experience of Outlook calendar management required
  • Awareness of expense arena, expense systems and cost control initiatives e.g. can champion expense policy, process expenses in a timely manner and reconcile accounts accurately
  • Has an understanding of the culture of Investment Banking and the Corporate Bank
  • Has potential to act as a role model to their peers e.g. lead by example
  • Fluent written and spoken German essential
12

Cib-sales Resume Examples & Samples

  • Supporting the day to day client requests and needs across multiple asset classes: FX, Interest Rates, Commodities, Equities and Credit
  • Implement macro selling as a continuum -- independently and effectively complete a transaction from start to finish (make the call; send the research; price and sell the deal; book and close the trade)
  • Understand macro drivers and establish a high degree of competence with clients around executing trades
  • Build foundation of trust with clients by demonstrating an understanding of their needs, clearly articulating trade ideas, and being responsive
  • Demonstrates creativity in solving problems. Always looks for new ways of doing things
13

Cib-sales & Marketing Fixed Income Sales Associate Resume Examples & Samples

  • Assisting senior members of the team with marketing of existing FI products
  • Microsoft Excel and Powerpoint proficiency
  • Bloomberg and analytical functions
  • Detail oriented and motivated
14

Cib-sales Technology Consultant Resume Examples & Samples

  • Determine an end to end vision of our technology within Investor Services and how this links with the broader wholesale approach of our firm eg. Research
  • Help lead a change in sales culture and accountability as it relates to sales people owning the technology sale
  • Develop and lead sales training across all analysts and associates to be MM proficient and gradually work this up the sales organisation
  • Continuous engagement with clients at CIO level to ensure clients are optimal in their usage and are aware of new developments
  • Partner across the globe so we can ensure best practice and a consistent way of messaging
  • Proven track record in technology sales and financial services with Institutional clients
  • Solid Financial Services Industry Knowledge
  • Solid technology background in relation to banks and systems architecture
  • Ideally someone who is well versed in Fintech and Blockchain
  • Ideally a working knowledge of Investor Services product suite
15

CIB Sales & Marketing Investor Services European Technology Resume Examples & Samples

  • Partner with all sales, product and technology to support and drive a clear value proposition around our technology to our clients
  • This value would have a particular focus on how we demo and create value around Morgan Markets
  • Partner with sales leads to tailor our tech presentations in terms of client type eg. Asset owner vs asset manager
  • Partner and work to tailor the tech presentations in terms of audience type eg. Front office to back office have different needs
  • Ideally someone who is up to speed on Cyber security
16

Cib-sales Resume Examples & Samples

  • General administration duties (Room bookings, filing, photocopying, faxing)
  • Fluently written and spoken German is essential
  • Can demonstrate pro-activity and ownership within a role
  • Strong technical capabilities and ssolution orientated
  • Flexible, willing and open to change
  • Ability to follow up without prompting and keep 1 step ahead of arrangement and requirements, displays good use of initiative and follow through to completion
  • Is a team player who can build networks and work in partnership
17

CIB Sales Associate, Investor Services Resume Examples & Samples

  • Assist with the preparation of sales presentations, response to Request for Proposals and client event planning
  • Assist with client account planning, segment strategy and industry / wallet market sizing
  • Detail orientated
  • Strong interpersonal and communication skills
  • Demonstrated project management skills, including the ability to juggle multiple deliverables
18

CIB Sales & Marketing Financing Rates Sales Associate Resume Examples & Samples

  • Supporting senior marketers covering strategic clients across Rates financing products
  • Shadow pricing, refining and analysing trading activity for clients, executing and booking trades
  • Providing market updates and commentary to client base
  • Learning client on boarding process/database maintenance
  • Learning fundamentals of our markets
  • Some knowledge of Securities Financing would be a plus
19

Cib-sales, Investor Client Management Resume Examples & Samples

  • Preparation of materials for the regular schedule of Priority Investor Client reviews
  • Collation of revenue data from across the bank
  • Mapping of client structures
  • Production of daily internal and monthly external publications
  • Preparation of other ad hoc support materials/ presentations for the MD group
  • Hold trusting relationships with a variety of internal partners
  • A genuine interest or previous experience in the Hedge Fund and Asset Management industries
  • An understanding of the workings of a revenue reporting systems would be a plus
  • The role requires an enquiring mind, perseverance and the ability to handle a large amount of data
  • Understands the product cycle and anticipate market trends and impacts across a broad spectrum of products
  • Ability to talk in detail of your understanding of how to build a strong talent pipeline; identifies and works to retain strong performers
20

Cib-sales Resume Examples & Samples

  • Become integral part of business, understand group priorities
  • Diary Management – complete control/mgmt of MDs calendars. Attention to detail a priority
  • Travel arrangements: co-ordination of flights, tickets, VISAs, accommodation and ground transportation
  • Phone coverage for the MD
  • Management of expense processing through Oracle, reimbursement and account reconciliations
  • Set up of meetings and conference calls, internally and externally
  • General administration duties (room bookings, filing, faxing)
  • Partnership with assistants across the group to provide coverage for absence
  • Professional manner and relationship building
  • Strong communication style and solution orientated
  • Calm and composed manner, ability to work in pressured environment and partner effectively with peers
  • Can follow up effectively without prompting and keep one step ahead of arrangement and requirements
  • Can proactively, anticipate next steps and follow through to completion
  • Is driven and can manage expectations through commun0069cating proactively
21

CIB Sales Associate Resume Examples & Samples

  • Ability to manage projects/meetings and coordinate follow-up
  • Ability to use various PC- and internet- based systems to manage their portfolio, must be proficient in Excel, Word and PowerPoint
  • Knowledge and understanding of the Technology/Media/Telecom industry and /or JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures, a plus
  • BA/BS
22

Cib-sales Resume Examples & Samples

  • Working closely with senior sales on a daily basis interacting with different areas within the bank and directly with clients
  • Developing a strong commercial approach and understanding of market dynamics in a very competitive environment
  • Working closely with Trading and Banking in order to achieve synergies for the business
23

Cib-sales Resume Examples & Samples

  • Finalizing complex travel arrangements: co-ordination of flights, tickets, VISAs, accommodation and ground transportation
  • Diary Management
  • Phone coverage for the wider team
  • Invoice Processing
  • General administration duties
  • Professional client handling and relationship building
  • Strong communication style
  • Experience of effectively arranging travel, production of accurate itineraries, able to navigate systems well and apply good judgment on how to optimize travelers time
  • Has an understanding of the culture of our area
24

CIB Sales & Marketing Israel Sales Analyst Resume Examples & Samples

  • High level of self-motivation
  • Good knowledge of Financial Derivatives would be beneficial
  • Past experience in Rates or FX would be an advantage
  • FCA registration is required
25

Cib-sales Resume Examples & Samples

  • Finalize complex travel arrangements: co-ordination of flights, check in, VISAs, accommodation and ground transportation logistics following a Corporate Policy. Manage a multitude of frequent changes at short notice and prepare travel itineraries
  • System functionality expert - utilize internal systems, complete accurate data entry into internal management information systems and responsible for accurate collation of information to senior management
  • Experience of effectively arranging travel, production of accurate itineraries, plan B & C, able to navigate systems well and apply good judgment on how to optimize travelers time
  • Strong technical capabilities
  • Can follow up without prompting and keep 1 step ahead of arrangement and requirements, displays good use of initiative and follow through to completion
26

CIB Sales & Markets Sales Resume Examples & Samples

  • Develop sales leads within an assigned territory
  • Provide product/service presentations and demonstrations
  • Generate fee income from delivery of evaluations and analytics data
  • Manage institutional client relationships
  • Provide sales support at industry conferences
  • Coordinate client service with evaluations staff
  • Provide marketing support
  • Multi-lingual (English & French preferable)
  • Knowledge of local markets and regulatory environment
27

Cib-sales & Marketing Fixed Income Sales Associate Resume Examples & Samples

  • Coverage/ Co-Coverage with Senior members of the team of asset managers and financial institutions
  • Develop and pitch trade ideas to clients
  • Collaborate with our trading desks in managing clients flows and advise on market conditions
  • Close cooperation with JPM Syndicate and our EMTN Desk and distribution of fixed income assets into our client franchise
28

CIB Sales Resume Examples & Samples

  • Professional client handling and relationship building with all client, Bankers and cover groups
  • Full competency in diary management, can apply good judgment and has an understanding of competing priorities
  • Polished, professional approach, calm and composed manner, ability to work in a pressured environment and partner effectively with peers
  • Exhibits a positive, common sense, constructive attitude to drive bankers schedule and help manage time effectively
  • Is flexible, willing and open to change
29

CIB Sales Associate Resume Examples & Samples

  • 2 years plus experience in cash management
  • Ability to manage multiple projects/meetings with keen attention to follow-up coordination
  • Strong Time management, organizational and planning skills and ability to manage multiple priorities concurrently
  • Knowledge and understanding of the Technology/Media/Telecom industry and /or JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures
30

CIB Sales & Marketing Derivatives Clearing Sales Resume Examples & Samples

  • Mapping the existing client landscape – scoping wallet, market share, competitors and opportunities and developing relationships with prospects and existing clients
  • Leading the deal team for RFPs and bid processes and institutionalizing the pitch across the firm
  • Once mandates are won, remaining the key contact for all commercial aspects of the clearing relationship and seeking to grow wallet share
  • Fluency in European languages would be desirable – particularly German
31

CIB Sales Trading Portfolio Trading VP / ED Resume Examples & Samples

  • 7+ years’ relevant experience
  • Strong experience in equities, understanding of global markets microstructure and trading specifics
  • Candidate should have good understanding of portfolio trading systems
  • Strong decision making, math analytical skills, and be a quick learner
  • Candidate has to have great work ethic, and be able to work closely with other team members. Derivatives experience is preferable
  • Understanding quant factor models and how they apply to portfolio theory is also a plus. Knowledge of index rebalance events and risk arb situations is also very important
32

CIB Sales Executive Assistant Resume Examples & Samples

  • Advanced, proactive diary management, facilitating swift set-up of client meetings
  • Complex, high volume email management (where applicable)
  • Client facing position, internal and external client handling
  • Gate keeping both in person and over the phone
  • Meeting, conference calls, telepresence set up - internally and externally
  • Finalise complex travel arrangements: co-ordination of flights, check in, VISAs, accommodation and ground transportation logistics following a Corporate Policy. Manage a multitude of frequent changes at short notice and prepare travel itineraries
  • System functionality expert - utilise internal systems, complete accurate data entry into internal management information systems and responsible for accurate collation of information to senior management
  • Experience of effectively arranging travel, production of accurate itineraries, plan B & C, able to navigate systems well and apply good judgment on how to optimise travellers time
  • Bi-lingual: Excellent French/ Very good English required
33

CIB Sales & Marketing Investor Services Resume Examples & Samples

  • Create and sustain board level relationships with clients and prospects
  • Act as role model re strategic account planning and execution of opportunities
  • Create need with prospects and clients
  • Create and execute strategic prospect account plans to successfully attract new approved clients to Investor Services; driving a deep understanding of key decision makers, buying criteria for change, portfolio structure and investment strategy, assessment of viable products / solutions as well as understanding and leveraging existing relationship channels across or outside the CIB
  • Be able to operate independently at this level both internally and externally, i.e. to be able to close deals on their own
  • Ability to engage senior staff and key decision makers within (And beyond) the Luxembourg market to determine strategy and establish how we can offer solutions to help them reduce risk and gain operational efficiencies
  • Feed client demands, trends and buying behaviour into the wider global client strategy and share with product partners
  • Proven track record in managing franchise institutional client relationships and related profitability in the Luxembourg region
  • Excellent working knowledge of Investor Services product suite relating to IS Benelux market – Global Custody, fund accounting, securities lending, FX, cash management, outsourcing, clearing and collateral management
  • Experience in maintaining close working relationships with sales teams, client services, operations, Legal, Credit and Risk and Product Management to deliver both sales and customer satisfaction
  • Solid understanding of changing regulatory environment , IS Benelux industry network and profile
  • An ability to discuss, in detail, knowledge of securities services and related Bank products including how to price them against key competitor's offering
  • An ability to discuss your experiences actively generating innovative solutions to meet clients’ needs
  • You can demonstrate how you have used your communication skills and commercial acumen to influence the COO / Operations Director, and other Board members, key decision makers at the client
34

CIB Sales & Markets Emerging Markets DCM Analyst Resume Examples & Samples

  • Assist in preparing marketing presentations and pitches
  • Actively manage the credit rating, documentation, credit research and execution of new financing transactions
  • Help identify and follow through new business opportunities
  • Regular interface between clients and JPM - establish dialogue with key clients, to convey flow and market information
  • Interpret market developments to help identify issuance opportunities
  • Deal with credit and deal enquires from market participants
  • Fluent Arabic speaker
  • Understanding of fixed income markets
  • Ability to quickly assesses complex business and financial information and present (verbally and in writing) brief but insightful conclusions
  • Ability to interpret market conditions and present conclusions in marketing format – PowerPoint, word etc
  • Modelling skills (added advantage)
  • When working with deal teams, clients and syndicate banks is assertive but able to share responsibility and work co-operatively
  • Shows initiative in solving problems and completing tasks
35

Cib-sales Trading Resume Examples & Samples

  • Work closely with other asset class teams, research sales, sales trading, derivatives & prime brokerage to promote cross selling across the firm
  • Support the day to day client requests and needs
  • Understand drivers of relevant markets and establish a high degree of competence with clients around executing trades
  • Assist with the pre and post trade process by ensuring the accuracy of all entries and to ensure internal controls are followed
  • Conduct market analysis / research
  • 3-4 years of sales trading experience Asia
  • Experience of generating market content and colour for clients with a HK/China and Pan Asia focus
  • Have execution / dealing experience with high volumes, including pair and ratio trades
  • Be comfortable with the use of algorithms on execution
  • Have an established relationship with the hedge fund customer base
  • Demonstrate creativity in solving problems. Always looks for new ways of doing things
  • Deep understanding on micro market structure in the developed and emerging APAC markets and the regulations governing trading in those markets
  • Understands transaction cycle and the steps in the process and experienced in executing in APAC markets
  • Ability to interact comfortably with business clients and management with proven experience of conducting business with the key Portfolio Trading client base