Job Description

Reference # : 17-01752Title : FX Markets Training
Location : New York, NY
Position Type : Contract
Experience Level : Start Date / End Date : 10/30/2017 / 07/30/2018
General Information
Global Portfolio Sales is part of the broader Foreign Exchange & Local Markets business within Banks's Institutional Clients Group. We provide Institutional Clients with a best-in-class electronic offering to facilitate their foreign exchange market information, trading, reporting and analytics requirements. Portfolio Sales Clients have access to our thought leaders for Research and Commentary through our award winning Bank Velocity portal.
Position Objective
Portfolio Sales clients are dispersed across FX Velocity, FX Pulse and various multi-dealer and ECN platforms. The objective of the Portfolio Sales team is to provide platform marketing and client training, ensuring a seamless transition for clients to electronic channels. The team will work to ensure all clients are logging in to the platform to consume content, and to convert at least 50% of the clients to electronic trading. The Portfolio Sales team will carry out a client survey as part of their marketing effort, and will be gauged against a series of key performance indicators including client satisfaction and activation rates.
Key Responsibilities:
1. Demo of electronic trading platforms including FX Velocity, FX Pulse and other multi-dealer platforms
2. Introduction to electronic trading functionality for products such as:
a. Spot
b. Forwards
c. Swaps
d. Vanilla options
3. Cross sell other eFX products where appropriate (NDFs, algorithmic orders, etc.)
4. Engage clients to better understand what products would enhance their execution experience such as:
a. Transaction Cost Analysis
b. Command Center
c. Straight through processing
5. Conduct a client survey to better understand e-FX trading trends in the institutional client space
6. Map out all FX buying centers and users in the client organization
7. Demo our proprietary research portal
a. Gather feedback on current content clients are consuming today (weekly emails, event specials etc.)
8. Engage clients to better understand what content they want to receive in emails and/or see on the portfolio sales website
9. Regularly follow up with clients to gauge their satisfaction and to ensure successful continuous log in and trading
10. Promptly resolve and attend to client questions on electronic FX trading
11. Report metrics around key objectives
- Undergraduate degree
- 3-5 years of work experience
- Prior Markets sales experience a plus
- Strong interpersonal skills
- Exceptional attention to detail and organizational skills


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