Key objectives of the role:
- Lead the Sales & Structuring function within CIB Financial Markets, providing strategic direction, team leadership, and oversight of business performance.
- Develop, manage, and distribute Financial Markets solutions, including structured products and OTC derivatives, ensuring innovative, client-centric offerings that meet market trends, risk standards, and regulatory requirements.
- Partner with business lines across the bank to deliver tailored investment solutions, provide product expertise and education, and support Advisors, Relationship Managers, and DPM teams in serving clients.
- Drive product governance and business development, overseeing product approval, issuance programs, process enhancements, counterparty relationships, and the expansion of sales and distribution capabilities.
- Ensure compliance and stakeholder alignment, working closely with Compliance, Legal, Risk, regulators, counterparties, and other key stakeholders to maintain a robust and compliant operating framework.
Deliverables and key activities:
1. Leadership & Team Management
- Lead the Sales & Structuring function, setting strategic priorities, budgets, KPIs, and performance objectives.
- Develop the team as the bank's center of expertise for Financial Markets, Structured Products, and OTC Derivatives.
2. Business Strategy & Governance
- Define and execute the Sales & Structuring strategy, enhancing product distribution, sales processes, and client solutions.
- Coordinate with Relationship Managers, Advisory, DPM, and Business Development teams to implement strategy across the bank and international locations.
- Chair relevant committees and contribute to governance forums to align product development with client needs and business objectives.
3. Product Solutions & Distribution
- Oversee the development, approval, and management of structured products and derivative solutions for internal and external clients.
- Ensure offerings remain innovative, compliant, and aligned with client needs and the bank's strategy.
- Manage strategic partnerships, distribution agreements, issuance programs, and product distribution channels.
4. Stakeholder & Market Engagement
- Build and maintain strong relationships with clients, counterparties, partners, and internal stakeholders.
- Promote product adoption, identify market opportunities and trends, and support business growth across the bank.
- Represent the bank with industry participants, partners, and regulators.