Sell and market foreign exchange products to a diverse range of U.S. and Canadian multinational corporate clients identifying and structuring strategies to mitigate their currency risk exposure
Consult clients on market conditions and product capabilities including spot FX, forwards (deliverable/non-deliverable), vanilla and exotic options to meet sales/revenue targets
Create marketing materials/models presenting ideas for client meetings liaising with RM's, Credit Analysts, and other product groups to ensure cross sell activities and promote business growth
Ensure client on-boarding and relationship management over several electronic platforms and coordinate with EFX team regarding the activity and goals to increase wallet share
MUFGPortfolio Management Group
City, STATE, 10/200703/2011
Market and sell Eurodollar time deposits and issue certificates of deposit to financial institutions and U.S. corporate clients
Consistently increased balances on Y/Y basis through warm call initiatives and client visits
Covered over 30 client accounts over $3billion AUM
Appointed and successfully rolled out Salesforce systems to global markets division in order to increase cross selling initiatives and increase lead generation
KBC Financial ProductsDerivative Operations
City, STATE, 09/200609/2007
Coordinated trade settlement of equities, fixed income, futures and options and enhanced clearing procedures
Conducted collateral and margin analysis reports for senior management for all prime brokerage accounts
Proven ability to multi-task, communicate effectively and work under strict deadlines
Skills
Bloomberg, Reuters Dealing, Microsoft Office Suite, Wall Street Systems, Fenics, Option Analyzer, FxAll Treasury Center, 360T, CRM, Half Marathoner, USA Hockey Member
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