Institutional Credit Markets Advisor

Raymond James; England; On-site; GBP 60,000 - 110,000; Full time

Job summary

Raymond James is seeking an experienced professional in the United Kingdom to assist institutional clients in the Credit markets. You will prospect for and retain clients based on their objectives, time horizon, and risk tolerance.

Responsibilities include reviewing portfolios for relative value, advising on investment strategies, meeting clients regularly, and establishing new accounts while coordinating with the Trading Desk to execute trades.

Qualifications

• Experience in sales or business context preferred.
• Equivalent combination of experience, education and/or training acceptable.

Responsibilities

• Review portfolios and generate sales ideas with emphasis on relative value.
• Advise clients on investment and risk strategy, collaborating with Trading and Desk Analysis teams.
• Hold regular meetings with clients to assess requirements and pitch new ideas.
• Provide excellent customer service in a professional manner.
• Establish and maintain new accounts.
• Work with the Trading Desk to execute trades for clients.
• May perform other duties and responsibilities as assigned.

Skills

Customer needs identification

Policy interpretation

Detail orientation

Problem solving

Task organization

Bloomberg proficiency

Tools

Bloomberg

Job description

Raymond James is seeking an experienced professional in the United Kingdom to assist institutional clients in the Credit markets. You will prospect for and retain clients based on their objectives, time horizon, and risk tolerance.

Responsibilities include reviewing portfolios for relative value, advising on investment strategies, meeting clients regularly, and establishing new accounts while coordinating with the Trading Desk to execute trades.