The GM New Business Group sits within the Client Experience organization & owns pre trade client relationships across the division. GM NBG communicates and coordinates with clients across documentation, account opening and configuration, ensuring optimal client experience. Whilst predominantly aligned by clients, team members are also aligned by sales desks across GBM (FX, Equities, Credit, Rates, Commodities etc). The team works closely with sales coverage, legal, credit risk, operations, compliance and clients to ensure clients are ready to trade in the smoothest manner.
Our core value is building strong relationships with our institutional clients, which include asset managers, hedge funds, corporations, financial service providers, fund managers and private equity funds. NBG team members develop strong relationships with our clients by offering exceptional service & building strong personal connections (client meetings, regular pipeline reviews etc). Team members are expected to understand dynamic changes in commercial demands of the business as well as grow subject matter expertise in commercial, legal, KYC and regulatory requirements.
NBG is a dynamic, entrepreneurial team sitting across EMEA (London, Paris & Frankfurt), US (New York, Salt Lake City) and APAC (Hong Kong, Singapore, Sydney) with individuals who thrive in the fast-paced, changing environment of the trading floor.
RESPONSIBILITIES
- Owning and driving pre trade client relationship to ensure readiness to trade across all products (Derivatives, Repo, Cash)
- Active discussions with Sales to understand commercial opportunities & prioritize accordingly.
- Drive internal and external negotiations and processes including trading agreements (ISDA, CSA, GMRA etc) and account opening.
- Develop in depth knowledge of all client requirements such as legal terms (ISDA & CSA, GMRA etc), AML, KYC, configuration platforms (FXAll, Bloomberg, S&P etc) & product requirements.
- Manage tight client timelines for fund launches, market specific deadlines and trade dates
- Very strong written and verbal communication skills
- Highly organized, able to multi-task, and prioritize projects
- Detail oriented and self-driven
- Strong client service orientation
- Bachelor’s Degree
- Experience within Client Service & Relationship Management is preferred
- Experience with legal negotiation, KYC and regulations is also a plus
- Foreign language skills to a professional level are also desirable but not essential
- Business Intelligence (BI) skills / strong excel and powerpoint skill are also desirable but not essential