Fixed Income Sales Relationship Manager at Coronation Merchant Bank

Department

Treasury and Global Market

Reports To

Direct Reports/ Subordinates
Job Grade Level

Key Duties and Responsibilities

• Recommend security trades on behalf of institutional and retail clients based on equity research relating to fixed income investments.
• Develop and monitor assessments on portfolio risk
• Manage daily trading to ensure timely execution of the orders and confirming that they are in compliance with regulatory policies.
• Maintain and update records of fixed-income securities.
• Lead new business meetings and close sales to institutional and retail investors
• Cultivate prospects and/or clients
• Initiate and follow up on new business opportunities.
• Lead new business meetings and close sales to institutional and retail investors
• Make investment recommendations on organization based on detailed company analysis covering corporate profile, products & services, cost drivers, financial ratios (including comparisons over time and comparisons with competitors
• Review valuation for business and financial assets and develop risk management processes
• Ensure all transactions are concluded in line with regulatory requirements and close is achieved in a timely fashion

Key Requirements

Education and Work Experience

• Bachelor's or master's degree in finance, business administration, economics, mathematics, computer science, or a related field
• Five to seven (5-7) years working experience in related field.

Skills and Competencies

• Sound knowledge of the fixed income market
• Exhibit high-level market knowledge and ability to converse with financial advisors on investment solutions and current economic and market conditions
• Excellent selling skills
• Good knowledge of the Microsoft office suite
• Excellent oral and written communication skills
• Good presentation skills
• Problem solving and analytical skills to interpret sales performance and market trend information
• Proven ability to lead and motivate sales team
• Ability to educate and impact knowledge on sales executives
• Analytical and multitasking skills
• Teamwork and motivational skills
• Reporting skills
• Time management skills
• Organization skills
• Key Performance Indicators
• Trades Booked per Sales & Trading Employee

Sales & Trading Headcount Ratio

• % of New Clients Accounts Not-In-Good-Order (NIGO): Fixed Income
• Fixed Income Trade Executions per Fixed Income Employee
• New Fixed Income Accounts per Investment Account Onboarding Employee
• % of Settlement Failures: Fixed Income
• % of Fixed Income Trade Confirmed on Paper
• Sales targets
• % portfolio growth
• Returns on investment
• # of Regulatory penalties