Client Structurer (FX)

Job Description

The purpose of the role is as follows:

To independently manage client transactions, and develop tailored structuring solutions that align with client objectives.
To leverage a deeper understanding of market products and financial instruments and to conduct detailed financial modelling and risk assessments.
To engage directly with clients to assess their needs, prepare detailed proposals, and manage the transaction lifecycle. To collaborate with internal teams and use professional judgement in decision-making on client deals.

• Conduct in-depth analysis of client requirements, meeting with clients to assess financial objectives and develop bespoke market solutions tailored to their needs.
• Develop and refine financial models, using complex assumptions and stress testing to evaluate the feasibility and risks associated with proposed structuring solutions.
• Prepare comprehensive structuring proposals that outline potential product offerings (e.g., bespoke derivatives, structured notes) and demonstrate alignment with client objectives.
• Engage in the transaction process, coordinating with internal teams and external partners to ensure timely execution and compliance.
• Lead client presentations, clearly explaining the proposed structuring solutions, their benefits, and associated risks to ensure client understanding and buy-in.
• Collaborate closely with Risk, Compliance, and Legal teams to address potential regulatory and risk-related issues before transaction approval, ensuring full governance.
• Monitor the performance of structured products within client portfolios, identifying areas for adjustment, restructuring, or risk mitigation and recommending actions to clients.
• Engage in periodic portfolio reviews with clients, analysing performance against benchmarks and market conditions, and proposing enhancements or new opportunities.
• Act as a primary point of contact for clients, responding to queries, addressing concerns, and maintaining strong relationships to drive client satisfaction and repeat business.
• Negotiate structuring terms with clients and internal stakeholders, ensuring that the final structure meets both the client’s objectives and the bank’s risk appetite.
• Maintain an up-to-date knowledge of market conditions, pricing trends, and regulatory changes, proactively adjusting structuring strategies based on these insights.
• Contribute to the development of standard operating procedures for structuring activities, ensuring a streamlined and consistent approach to transaction management.
• Support more junior members of the team, providing guidance and reviewing their financial models and proposals to ensure accuracy and alignment with client needs.
• Participate in new client onboarding processes, ensuring that all structuring-related documentation is completed and that KYC and compliance requirements are fulfilled.
• Lead cross-functional collaboration efforts by facilitating communication between the Structuring, Sales, and Risk teams to enhance the delivery of client solutions.
• Promote a culture of collaboration by actively engaging with colleagues across departments to deliver integrated client solutions.
• Contribute to the high-performance environment by continually refining technical skills and delivering high-quality structuring outcomes.
• Ensure all structuring activities adhere to regulatory standards, promoting a strong culture of compliance and risk management.
• Foster innovation by identifying market trends and client needs that can lead to the development of new structuring solutions.
• Act as a role model, demonstrating organisational citizenship behaviour, promoting continuous learning, teamwork, and attention to detail in all structuring activities.

#Post

#RMB

#LI-ZM1

 

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

13/05/26