Manager, Global Markets, Sales (Investments)

To manage a client portfolio through the cultivation of strong, enduring relationships, delivering trusted, sector-specific treasury guidance, and offering tailored investment solutions that align with client needs and enhance their overall experience. Additionally, to maximize cross-selling opportunities and drive portfolio investment sales revenue in accordance with the Retail business’s sales strategy, while adhering to defined risk parameters and regulatory standards.

Manage proposals, pitches, contract negotiations, and deal amendments to grow the overall regional portfolio. Work closely with Client Execution and Trading Desks to assist in all aspects of deal execution including market and financial due diligence, providing structured pricing, ensuring fair spreads and maximum value to clients, to achieve targets, manage risk and deliver exceptional client experience. 

Lead development and maintenance of an investments client database. Conduct regular portfolio reviews to identify and manage client retention, lost clients and year-on-year revenue and turnover variances. Prepare and submit client portfolio reports to drive informed decision-making. Reduce portfolio concentration risk by diversifying revenue, clients and products where applicable. 

Stay abreast of news, developments, research and insights on the client portfolio, market conditions, regulatory environment, competitors and client base (e.g. existing and potential), to ensure relevant amendments to plans and targets.