Sales Associate – Fixed Income Credit, UK

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.

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