Fixed Income Salesperson (San Antonio)
On-siteSan Antonio, Texas, United States
Job Summary
Solicits and facilitates fixed income sales with institutional, middle market accounts, credit unions, and banks. Generates sales to existing customer base and develop new prospects through consistent telephone contact and in-person visits. Prepares proposals to sell fixed income inventory and cross-sell relationships with existing accounts. Attends and present at industry conferences and events to deepen client relationships and expand the client base. Collaborates with the trading desk to provide clients with the best possible solutions and market insights. Maintains and grows franchise relationships with clients, focusing on dollar block products and USD products. Actively engages with clients to keep informed of market and competitor activities. Develops new products and clients as appropriate. Ensures accurate data reporting and review daily material client revenues.
Required Qualifications
- Bachelor's Degree in Finance, Financial Management, or related field
- Minimum of three (3) years of experience in fixed income sales/trading
- Possess and maintain all applicable securities licenses (Series 7 and Series 63)
- Broad knowledge of the financial institution securities market and investment vehicles
- Strong interpersonal, communication, and organizational skills
- Proficiency in Microsoft Office products, including Word and Excel
- Ability to travel nationally and locally as required
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