Institutional Sales

Responsibility:

• Bank’s sales business franchise in Treasury products i.e., foreign exchange, interest rate, commodity, derivatives, structured products, fixed income instruments, etc. to institutional clients
• Maintain close rapport with existing clients and build up new networks with potential clients
• Service customers in a highly professional manner in relation to Treasury products and services offered by the Bank
• Identify, develop and promote treasury products and solutions to the customers to facilitate the management of their risk on interest rate, foreign exchange & etc.
• Provide suitable pricing to institutional clients whilst maintain suitable revenue and profitable rates to the Bank
• Provide market color, that is not conflicted with the Code of Conduct, to Institutional Clients
• Conduct Client Suitability in accordance with internal & external regulation
• Ensure that all transactions are within the prescribed credit limits approved by the Bank, are conducted in accordance with Policies and Procedures approved by Management and comply with regulation of external regulator such as the Bank of Thailand, Securities and Exchange Commission (SEC), Thai Bond Market Association (TBMA) and other regulators as & when it is relevant
• Coordinate with the Relationship Manager to negotiate and execute ISDA and other relevant documents for Derivatives Transaction
• Responsible for sell-down on CIMB Thai-arranged primary issues (THB and Non-THB)
• Ensure team members participate in secondary trading together with the Fixed Income traders (IRMM, Debt Capital Markets Syndicate, CDT, CMT and EXCO FI)