OTC Transactions for Private Investors

Our client is a leading global financial services firm. Their Products & Services business area provides superior products as well as services to client advisors and manages counterparty risks.

To strengthen their Products & Services team London , they are looking for a new:

TP Key Client Customised Solutions

The Role-Holder is responsible for providing investment support on single products or markets and adding value by translating the Wealth Management Research views into short and long term investment ideas. They develop and manage the relationships to Client Advisors and Financial Intermediaries

The Role-Holder channels feedback from markets and Client Advisors and/or Financial Intermediaries as well as findings on client needs and preferences to the product developers, thus providing information on the marketability of a product. Together with the product development units, the Role-Holder ensures all product initiatives and ideas are delivered to all relevant addressees. In this process they make sure that their communication is consistent, i.e. that specialists in all locations give the same advice.

The Role-Holder is responsible for timely and adequate execution of orders given by Financial Intermediaries and, on an exceptional basis, by Client Advisors, confirmation of these orders and supervision of limits.

You will set up OTC contracts for specific Key Client requirements, equity linked, interest rates, credits, commodities, Hedge Funds, Real Estate.

You will also be the professional that:

• Creates and maintains trusting long term relationships with internal/external clients.
• Provides analysis of markets, environment and products resulting in investment/trading decisions.
• Ensures relevant people are effectively co-ordinated around specific tasks, and expertise is shared with colleagues.
• Provides support and education to effectively launch and sustain products.
• Trades and executes client's orders ensuring that limits are adhered to and execution happens on time and at the best price.

ESSENTIAL REQUIREMENTS

• The individual should have a minimum 3 years experience in structuring and executing OTC transactions for private investors (very high net worth typically £10m+ transactions)
• Proven OTC experience and strong client facing skills
• Ability to address detailed and complex legal and tax structuring issues
• Effective team player who is proactive with a "can-do" approach
• Works effectively under time-pressure
• Transaction oriented i.e. ability to close opportunities and able to demonstrate associated track record.

To apply for this opportunity please send you CV expressing your interest to ian.kaye@isk.ltd.uk