develops a strong knowledge of Cross-Asset Product & Solutions thanks to daily work with Senior Sales, Engineers and Structuring Team. Partake to trainings sessions, product presentations and visit hubs to exchange ideas on a frequent basisSales Talent:
Is autonomous and able to pitch Cross-Asset Product and Solutions, help Sales to recruits new clients, identify their needs and trade with them (assisting senior sales or trade more autonomously on smaller tickets), establish a permanent relationship. Having the potential to become a junior sales following clients of his own. Market Intelligence
: Knows his market, the needs of each client segment, what competitors do in terms of products - Feedback the information to sales, management, structuring team and trading to improve capabilities of the platform.
Sales effort: Systematically assisting sales in the process of cold-calls new prospects and join the sales in the visit of a large number of clients/prospects during the year, reacts swiftly when an opportunity arises, assumes a large workload
Reporting and Transparency: Reports meeting to different parties involved, enter information on client and meeting into IC or any other CMU tools
Compliance: Refers to Sales Handbook and avoid to enter into any discussion or transaction that could lead to a long-term liability for SG. Understand local rules and regulations of his market(s) and complies with all internal guidelines pre- and post-trade (notably but obviously not only such as KYC, credit pre-trade check in Riskweb tool, suitability check and process, appropriate and validated marketing documents by relevant stakeholders including Compliance department, appropriate legal documentation and regulatory requirements, SG internal execution and trading standards, margin policy, CVA and RAROC guideline, timely and appropriate booking of transactions, pre- and final confirmation etc...), but also all the other general business guidelines such as gift and entertainment policy, information security guidelines and restrictions versus external or internal communication (especially when dealing with any confidential or private information, Chinese walled transactions, GILT listed deals…) etc… , and always refers/escalate all potential issues/internal or external incidents to management, COO or Compliance.
Dealing Procedures & Coordination:
- Cooperates with support functions – is not mentioned as a problem maker by the various departments (M.O, B.O, Legal etc),
- Properly input deals in IT systems, in an exhaustive manner, pays particular attention to the correctness of term sheets and the credit processes (IFlows etc) – validate quickly Final Terms when needed. Daily & Monthly Reporting in RTQS.
- Keep operational risks and errors close to zero if possible.
- In regards of the Product Mandate and Client Coverage, is autonomous and reliable to execute client orders according to SG internal execution standards from pre-trade to post-trade requirements as listed but not restricted below: (refer to Sales handbook and consecutive amendments for exhaustive list)
-Pre trade coordination: KYC On-boarding process, Client Capacity and Product suitability check, Credit checks within Iflow and Iforce, Finalization and validation of supporting legal documents (ISDA, CSA, GMRA, Termsheet, Confirmation), Review of Marketing documents
-Trade confirmation: Execution and recording of trades with clients according to SG standards and regulatory requirements (MiFid and DFA as an example), Timely input in booking systems, respect of Sales Credit and Margin Policies
-Post Trade coordination: Settlement instructions, cooperation with various middle office teams, reporting and valuation process with CSU, BO and OPER support
Post-trade coordination: Cooperates with support functions – is not mentioned as a problem maker by the various departments (M.O, B.O, Legal etc), Properly input deals in IT systems, in an exhaustive manner, pays particular attention to the correctness of term sheets and the credit processes (IFlows etc) – validate quickly Final Terms when needed