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Purpose:
Contribute to positioning the firm as an active player in fixed income credit sales and trading regionally and internationally through identifying key accounts and their investment strategies such as asset managers, hedge funds, family offices and insurance companies, HNW etc.
Responsibilities:
1.Execute security trades on behalf of institutional and retail clients based on research on fixed-income instruments.
2.Guide clients through the different processes in their relationship with the firm:
3.Identify and drive sales opportunities; creating and evolving relationships with prospects/clients.
4.Identify clients needs and generate trade ideas based on portfolio knowledge and develop and monitor risk assessments of such portfolios.
5.Identify new prospective clients through cold calling, marketing and networking. Manage and conduct training of the sales force to be able to further generate and close leads
6.Document information on each trade and ensure that all documents and account records are up to date.
7.Perform market research, analyze market conditions and work with clients to understand their financial goals, and work with them meet to their goals by identifying and purchasing the most suitable fixed-income products
8.Ensure compliance with all applicable AML/CTF rules and regulations as required in the conduct of the role.
9.Ensure timely completion of all relevant AML/CTF training provided by the Group.
10.Ensure response to AML, CTF & sanctions inquiries in a timely manner.
Job Requirements:
Thank you for your interest in applying to EFG Holding. Due to the high volume of applications/interest, please note that we are only able to respond directly to applicants that are shortlisted for interviews.
Job ID: 137857701