Job Purpose This position is primarily responsible for developing L2's business revenue and volume, market coverage, and sales distribution of fixed income securities and primary bond issuances for a defined market segment (i.e., corporate, institutional, financial institutions, bank trust groups, rural banks, insurance companies & GOCCs).
- Works as a team in developing new businesses, identifying prospective clients, and in strengthening customer relationships through daily market updates, price levels and indications, sales calls and presentations
- Performs daily fixed income trading and brokering in the secondary market for assigned segments
- Ensures the completeness of all required documents such as client securities account and know-yourclient documents and coordinates with the clients or branch RMs for the submission of the same, while performing enhanced due diligence as needed for high-risk clients
- Observes and stays within the Bank-approved dealer's limit, counterparty lines, pre-settlement risk and settlement risk lines
- Maps deals in Bloomberg and encoding them in the approved internal system (currently TMS), for settlement and reporting purposes
- Performs book building activities during primary offers