CA CIB UK
CA CIB UK
The Secured Funding and Money Markets Sales Team caters for a very wide range of clients (AMs, HFs, Corps, Insurance, Dealers).
This is a strategic team for the bank, both due to the sheer volume of business it entails, but also due to the bank’s appetite for secured funding products.
All Secured funding and money markets products in all currencies are traded from within this team.
The Sales Desk Assistant will be tasked with assisting senior sales members in their daily duties.
Maintain awareness of all economic and financial data likely to affect the products being marketed.
Assist with the pricing and booking
Assist with market updates
Assist with client queries by gathering the relevant information from different teams (credit, trading, back-office)
Pre or post trade assistance with term sheets and confirmations as well as communication with the various Middle Office and Back Office Teams
Assist Senior Sales to ensure clients are suitably classified (under FCA rules) and are dealt with appropriately.
Assist Senior Sales to ensure clients and transactions are cleared by credit, legal, compliance and back office before trading.
Assist Senior Sales to ensure dealing remains within set time limits and efficient / ethical execution of client transactions.
Network with contacts in the business to generate business for the Global Markets Division.
Attend regular meetings with other members of the team to review marketing strategy and exchange ideas.
Report to the Head of Secured Funding and Money Market Sales UK
Preparation of various sales reporting documents for management, of which a monthly report on accounts activity i.e.
Excel, Omega, Third Party Trading Venues, Apex
Reuters, Bloomberg, Internet
Legal and Regulatory Responsibilities
Comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the London Compliance manual and the Financial Crime Policy.
Complete any mandatory training in line with legal, regulatory and internal Compliance requirements.
Maintain appropriate knowledge to ensure to be fully qualified to undertake the role.
Complete all mandatory training as required to attain and maintain competence.
Promptly report to the UK Head of Financial Institutions Sales, GMD Permanent Control, and Compliance, as appropriate, any claim made by a client in relation to products and/or services offered by CACIB, any operational failure and any operational loss.
Comply with all applicable conduct rules as prescribed by the relevant regulator.
Key Internal Contacts
Sales Management and Teams
Back-office – to process trades.
Relationship Managers, Business managers, Trading Desks.
Key External Contacts
Customers,current and potential.
Experience in Sales/Client Services