Responsibilities
- This role covers direct client activity in equity cash, listed derivatives and light OTC exotic equity product (delta one, OTC accumulators, barrier options). This position will be as a member of the team involved in covering private clients directly.
- Part of the integrated client team, delivering ideas and investment strategy recommendations as well as providing the highest level of tactical advice.
- Develop and update market intelligence to introduce single stock ideas through Research and CPB research functions.
- Maintain rigorous risk management approach with clients on their exposures in line with client risk tolerances.
- Responsible for increasing sales across the product set from cash equities and listed derivatives to OTC derivatives (vanilla, barrier, worst-of, delta one, accumulators and decumulators)
- Communicate/deliver/close on client investment proposals and new account pitches as part of the overall client team
- Ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model
- Increase connectivity and engagement between Markets and Private Bank clients and staff.