Sales Associate - Fixed Income Credit, UK

Raymond James; Greater London; On-site; GBP 90,000 - 150,000; Full time

Job summary

Raymond James in London seeks an experienced professional to assist institutional clients in the Credit markets. You will prospect and retain clients to help them reach their financial goals, advising on investment and risk strategies in collaboration with Trading and Desk Analysis teams.

Responsibilities include regular meetings with clients to assess requirements, pitching new ideas, and delivering excellent customer service while establishing and maintaining new accounts.

Qualifications

• Demonstrable working experience in sales or business roles.
• European geography may require language skills.
• Strong knowledge of fixed income and credit markets.

Responsibilities

• Review portfolios and generate sales ideas with emphasis on relative value.
• Advise clients on investment and risk strategy in collaboration 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 efficiently execute trades for clients.
• May perform other duties and responsibilities as assigned.

Skills

Client relationship management

Financial markets knowledge

Bloomberg proficiency

Negotiation

Communication skills

Analytical thinking

Education

Finance/Business degree or equivalent

Tools

Bloomberg Terminal

Microsoft Office

Job description

Under general direction, uses extensive knowledge and skills obtained through education and experience to assist institutional clients. Prospect for and retain clients in order to enable those clients to reach their financial goals in the Credit markets, based on their objectives, time horizon, and risk tolerance.

Essential Duties and Responsibilities

• May review portfolios and generate sales ideas with an emphasis on relative value.
• Advise clients on investment and risk strategy, interacting closely with the Trading and Desk Analysis teams.
• Regular meetings with clients to assess their requirements and pitch new ideas.
• Provides excellent customer service in a professional manner.
• Establishes and maintains new accounts.
• Work with the Trading Desk to efficiently execute trades for clients
• May perform other duties and responsibilities as assigned.

Knowledge of

• Economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data. Company balance sheets and credit metrics.
• Comprehensive understanding of concepts, practices and procedures of Fixed Income trading.
• Advanced practices, and procedures used within the Credit Markets and the overall securities industry.
• Financial markets and Institutional investment management products.
• Company’s working structure, policies, mission, strategies, and compliance guidelines.

Skill in

• Identifying the needs of customers through effective questioning and listening techniques.
• Interpreting and applying policies and procedures.
• Detail orientation to ensure quality standards are met without impairing work flow.
• Problem solving sufficient to effectively analyse, research and resolve inquiries in a timely manner.
• Organisation sufficient to handle multiple tasks simultaneously in a fast-paced environment.
• Operating Bloomberg and other standard office equipment and using required software application to produce correspondence, reports, and electronic communication.

Ability to

• Organise, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Continuously learn investment products, industry rules and regulations, and financial planning.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organisational levels.
• Articulate reasons behind decisions.
• Keep all appropriate parties up-to-date on decisions, changes, and other relevant information.
• Establish and maintain effective working relationships with others.
• Network in the community, effectively market themselves and Raymond James, and show resilience through the prospecting process.
• Provide a high level of customer service.

Educational/Previous Experience Requirements

• Demonstrable working experience, including sales or business experience demonstrating achievement preferred.

OR ~

• An equivalent combination of experience, education, and/or training as approved by Human Resources.
• Depending on geographical focus in Europe, language skills may be required.