At a Glance
- Tasks: Sell innovative Cross Asset Distribution solutions to private banks and wealth managers.
- Company: Dynamic financial institution with a focus on collaboration and growth.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional development.
- Other info: Exciting role with potential for career advancement in a fast-paced industry.
- Why this job: Join a team that shapes the future of finance and makes a real impact.
- Qualifications: Bachelor's degree in Mathematics, Management or Finance; relevant internship experience preferred.
The predicted salary is between 60000 - 80000 £ per year.
Responsible for selling Cross Asset Distribution solutions in the UK and Switzerland markets from London. The role covers private banks, distributors, intermediaries, discretionary fund managers and wealth managers.
Key Responsibilities
- Cover private banks, distributors, intermediaries, discretionary fund and wealth managers across the UK and Switzerland.
- Develop the Cross Asset Distribution commercial franchise, targeting private banks, distributors and intermediaries.
- Focus on client acquisition, product penetration and revenue generation.
- Organise and lead client visits, roadshows and marketing initiatives.
- Onboard new clients in line with the commercial roadmap and CACIB onboarding requirements.
- Deliver compelling presentations and product ideas tailored to client needs.
- Work closely with FIG bankers to maximise cross‑selling opportunities and deepen client relationships.
- Partner with trading and structuring teams to develop innovative products and solutions.
Reporting
- Report to the Head of Cross Asset Distribution Sales, UK and Switzerland on progress and specific issues.
- Participate in sales meetings with structuring & trading teams to review market strategy, exchange ideas and receive updates.
Control & Risk
- Ensure clients are appropriately classified and cleared by credit, legal, compliance and back‑office before trading.
- Monitor trade monitoring of counterparty risk and lifecycle.
- Ensure all relevant regulations and internal controls are observed.
- Monitor and understand risks to the bank and client from pending or concluded transactions.
Qualifications & Experience
- Bachelor degree (BSc) or equivalent; Degree in Mathematics, Management or Finance.
- Internship or previous experience in structured products or equity derivatives.
Key Skills
- Motivated, creative, team‑oriented, entrepreneurial mindset, leadership.
- IT literate, mathematically minded.
- Good understanding of equity derivatives products.
Languages
- English speaker; a second or third language is a plus.
Location
- London, United Kingdom
EEO Statement
All our jobs are open to people with disabilities. We welcome applications from candidates of all backgrounds and experiences.
Cross Asset Distribution Solutions Sales, UK and Switzerland in London employer: Crédit Agricole SA
Contact Detail:
Crédit Agricole SA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Cross Asset Distribution Solutions Sales, UK and Switzerland in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, webinars, or even casual meet-ups. The more you engage with potential clients and colleagues, the better your chances of landing that dream role.
✨Show Off Your Skills
When you get the chance to present yourself, make it count! Tailor your pitch to highlight your experience with equity derivatives and structured products. We want to see how you can bring value to the team and impress those private banks and wealth managers.
✨Follow Up Like a Boss
After any meeting or networking event, don’t forget to follow up! A quick email thanking them for their time and reiterating your interest can keep you top of mind. It shows you're proactive and genuinely interested in the role.
✨Apply Through Our Website
We’ve made it super easy for you to apply directly through our website. Don’t miss out on this opportunity! It’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Cross Asset Distribution Solutions Sales, UK and Switzerland in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role. Highlight your experience in sales, especially in private banking or wealth management, and showcase any relevant achievements that align with the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about Cross Asset Distribution solutions and how your skills can help us grow in the UK and Switzerland markets.
Showcase Your Skills: Don’t forget to mention your IT literacy and understanding of equity derivatives. We want to see how you can bring your mathematical mindset to the table and contribute to our innovative product development.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on our radar quickly!
How to prepare for a job interview at Crédit Agricole SA
✨Know Your Products Inside Out
Make sure you have a solid understanding of equity derivatives and structured products. Be prepared to discuss how these products can meet the needs of private banks and wealth managers. Tailor your knowledge to the specific challenges and opportunities in the UK and Switzerland markets.
✨Showcase Your Client Engagement Skills
Prepare examples of how you've successfully engaged with clients in the past. Highlight your experience in onboarding new clients and leading marketing initiatives. This will demonstrate your ability to build relationships and drive revenue generation.
✨Be Ready for Technical Questions
Expect questions that test your mathematical skills and understanding of financial concepts. Brush up on relevant calculations and be ready to explain complex ideas clearly. This will show your analytical mindset and IT literacy, which are crucial for the role.
✨Demonstrate Your Team Spirit
Since collaboration is key in this role, be prepared to discuss how you've worked effectively within teams. Share experiences where you've partnered with others to achieve common goals, especially in sales or product development contexts.