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CCB FX Specialist

Job Req ID 25886795 Location(s) Shanghai, China Job Type On-Site/Resident Job Category Institutional Sales

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NCA/NTFX

1. Early stage meeting with ALL FX prospects or Identified FX prospects to scope FX wallets.

2. Closely work with bankers in tracking progress of prospect list.

3. Share periodic analysis with FX seniors on :

a. Health of FX pipeline

b. NCA Quality (incl % of FX potential in overall NCA)

c. FX activation TAT post onboarding

4. Organize pipeline reviews with banking & FX salespersons。

5. Ensure onboarding readiness of NTFX i.e. base set-up/ PSE/ ISDA。

6. Transaction execution strategy for NTFX i.e. Pulse at activation or CBFT or Workflow.

7. Pulse documentation, set-up & activation。

8. Assist with Markets campaign and strategy to identify incremental new clients within banking TM

Tail names (SoW & Reactivations)

1. Automation strategy along with portfolio sales to maximize revenue; Repricing and CBFT maintenance.

2. Identification of larger wallets in NEXT/ Tail clients for SoW push.

3. Client meeting with TTS/ Banking for joint push.

4. Reactivation of inactive wallets (Clients who have not dealt in last 12 months) .

5. Support portfolio sales for transactional processing of select clients.

6. NT investment upselling from long-tailed clients

Product upselling*

1. Support FX salesperson in slow moving wallets in product upselling.

2. Administrative support to product upselling i.e. PSE/ ISDA/ CIDF.

3. L2 coverage (wherever only L3 is active)

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Job Family Group:

Institutional Sales

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Job Family:

Corporate Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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