Global Portfolio Sales (7 months contract)

Candidates with prior banking sales/client servicing experience are welcome to apply for this 7 months contract role with our esteemed client.


Global Portfolio Sales is part of the broader Foreign Exchange & Local Markets business within the Institutional Clients Group (ICG). Our client provides Institutional Clients with a best-in-class electronic offering to facilitate their foreign exchange market information, trading, reporting and analytics requirements.

Position Objective
Portfolio Sales clients are dispersed across various multi-dealer and ECN platforms. The objective of the Portfolio Sales team is to provide platform marketing and client training, ensuring a seamless transition for clients to electronic channels. The team will work to ensure all clients are logging in to the platform to consume content, and to convert at least 50% of the clients to electronic trading. The Portfolio Sales team will carry out a client survey as part of their marketing effort, and will be gauged against a series of key performance indicators including client satisfaction and activation rates.

Key Responsibilities:

• Demo of electronic trading platforms and other multi-dealer platforms
• Introduction to electronic trading functionality for products such as:

a. Spot
b. Forwards
c. Swaps
d. Vanilla options

• Cross sell other eFX products where appropriate (NDFs, algorithmic orders, etc.)
• Engage clients to better understand what products would enhance their execution experience such as:

a. Transaction Cost Analysis
b. Command Center
c. Straight through processing

• Conduct a client survey to better understand e-FX trading trends in the institutional client space
• Map out all FX buying centers and users in the client organization
• Demonstration of proprietary research portal

a. Gather feedback on current content clients are consuming today (weekly emails, event specials etc.)

• Engage clients to better understand what content they want to receive in emails and/or see on the portfolio sales website
• Regularly follow up with clients to gauge their satisfaction and to ensure successful continuous log in and trading
• Promptly resolve and attend to client questions on electronic FX trading
• Report metrics around key objectives

Knowledge/Experience:

• Undergraduate degree
• 3-5 years of work experience
• Prior Markets sales experience a plus
• Strong interpersonal skills
• Exceptional attention to detail and organizational skills

Candidates who are able to start work immediately with the relevant experience are encouraged to submit their resumes in MS Word format .



*LI-BF