Job Overview
The FX & Derivatives Sales, Manager will be responsible for advising clients on Capital Market products, including FX, OTC Derivatives, and Structured Products. You will play a critical role in driving revenue growth by deepening client relationships, expanding the customer base, and delivering tailored solutions. The role requires a comprehensive understanding of market instruments, regulatory compliance, and strong sales acumen to meet both client needs and internal performance targets.
Key Responsibilities
1. Sales & Advisory
- Provide professional advice and sales of Capital Market products such as FX, OTC derivatives, and structured products to corporate and institutional clients.
- Develop tailored investment and hedging solutions in line with client objectives and risk profiles.
- Actively identify new sales opportunities and cultivate a pipeline to meet team revenue goals.
2. Customer Relationship Management
- Build and maintain strong client relationships to generate recurring business and increase customer loyalty.
- Respond to daily client inquiries and provide high-touch service to enhance customer satisfaction.
- Follow up post-sale activities and monitor deal lifecycle to ensure service continuity.
3. Compliance & Due Diligence
- Conduct full Know Your Customer (KYC), Customer Due Diligence (CDD), and Customer Risk Profiling processes.
- Perform Product Due Diligence (PDD) and assign Product Risk Ratings as per regulatory requirements.
- Ensure all activities are compliant with internal risk policies and MAS regulatory standards.
4. Credit and Risk Management
- Evaluate and manage clients\' creditworthiness, recommend limits, and monitor exposure.
- Monitor the risk profile of transactions and ensure documentation and deal execution adhere to internal policies.
5. Operational & Documentation
- Revise and maintain policies, procedures, and manuals for capital market sales operations.
- Handle customer documentation and ensure accuracy and completeness of trade records.
6. Internal & External Collaboration
- Participate in internal committees and external meetings with clients, counterparties, or regulators.
- Work closely with internal stakeholders for new product approvals and process enhancements.
- Conduct UAT testing to ensure system readiness and operational flow for new product launches.
7. Business Development & Innovation
- Propose and drive marketing initiatives to promote capital market products.
- Identify gaps in product offerings and contribute to the development of innovative financial solutions.
Job Requirements
Educational Background
- Bachelor’s degree in Finance, Economics, Business, or a related field.
Professional Experience
- Minimum 2 to 5 years of relevant experience in FX and derivatives sales, preferably within a corporate or institutional banking environment.
- Experience with structured products and knowledge of capital market instruments.
Regulatory Certifications Mandatory:
- Capital Markets and Financial Advisory Services (CMFAS):
- CM-EIP (M6) – Equities & Investment Products
- CM-SIP (M6A) – Securities & Investment Products
- RES1B (M1B) – Rules & Regulations
- RES2B (M2A) – Analysis, Product Knowledge & Advisory
- FMRP – Fundamentals of Market Risk Profiling
Strongly Preferred:
- RES5 (M5) – Ethics and Professional Responsibility
Technical & Functional Competencies
- Solid knowledge of FX, OTC derivatives, and structured products.
- Strong understanding of regulatory landscape and compliance requirements (e.g., MAS guidelines).
- Proficient in credit assessment and risk management tools.
- Familiarity with front-to-back trade processes and system workflows.
Personal Attributes
- Strong interpersonal and client-facing communication skills.
- High level of integrity, responsibility, and ethical standards.
- Ability to work collaboratively in a fast-paced team environment.
Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements to apply79@talentvis.com or click apply now!
We regret to inform that only shortlisted candidates would be notified
Talentvis Singapore Pte Ltd | EA License No: 04C3537
EA Personnel Name: Reggie Tiongson | EA Personnel No: R1324767