CIB-Corporate Job Description
Cib-corporate
provides credit expertise in structuring and/or pricing loan and derivative transactions and assist Senior Bankers in negotiating and finalizing documentation for loans and derivatives transactions.
CIB-Corporate Duties & Responsibilities
To write an effective cib-corporate job description, begin by listing detailed duties, responsibilities and expectations. We have included cib-corporate job description templates that you can modify and use.
Sample responsibilities for this position include:
Appropriate partnership with Client Service, Operations, Product, Technology, Risk, Credit, Legal and other areas to optimize product and service delivery to clients
Own and deliver against Local Corporate Cash Management financial targets Globally
As this is essentially a "trainee sales" role, the key objective is ultimately to acquire the skill set and contact network required to assume responsibility for their own portfolio of clients within a target 24 month time frame
As part of the sales team during this development phase, they share the sales teams responsibility for growing revenue, profitability and customer relationships within a defined segment/geography
Responsibilities include the support of sales officers through the preparation of proposals and presentations for existing and prospective customers, acting as back-up in the relationship management of existing clients, supporting the implementation of new client solutions and following up client queries
Follow up of the sales planning in term of calls and revenues
The role entails extensive internal and client contact at all levels
Responsible for actively managing client portfolios by understanding client needs, applying consultative selling, cultivating references and developing appropriate product solutions
Implementing and supporting ongoing client strategy and co-coordinating cross-sell opportunities with other parts of TS, the Global Corporate Bank and the Investment Bank
Drives for results, mobilises internal and external network and resources, knows the impact of the market on business, technical and marketing expertise, builds partnerships with customers, thinks strategically and anticipates consequences, manages and controls selling situations and opportunities
CIB-Corporate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for CIB-Corporate
List any licenses or certifications required by the position: ACT, CCM, III, CFA
Education for CIB-Corporate
Typically a job would require a certain level of education.
Employers hiring for the cib-corporate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, MBA, Education, Engineering, Financial Services, Graduate, Business School
Skills for CIB-Corporate
Desired skills for cib-corporate include:
FInancial industry with in-depth expertise in various lines of business
KYC/Compliance/AML procedures and standards
Multiple client types
PowerPoint and Excel
Word
Cash management
Credit
Audit experience
Credit standards and related documentation requirements
Derivatives
Desired experience for cib-corporate includes:
In partnership with the IB Client Executive on their covered names, drive account planning processes for Corporate Bank selected clients
Primary responsibility for maintenance of required information databases
CFA not required but would be beneficial
Work with the Access Team, Research and Specialist Sales to establish proper planning and execution for each investor conference
Help prepare marketing materials to promote the conference calendar and individual conferences both internal and externally
Working with Sales to deliver bespoke investor trips in Europe and potentially international trips also
CIB-Corporate Examples
1
CIB-Corporate Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of cib-corporate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for cib-corporate
- Integrate derivatives-based risk management solutions where complex credit components exist
- Partner with structuring, credit, trading, corporate and investment bankers to thoughtfully implement structured solutions
- Participation in external industry conferences, ensure market visibility for the JPM franchise
- Co-ordinate client Know Your Client (KYC) standards for both renewels and onboarding of new clients
- Coprehensive balance sheet monitoring, including portfolio reviews and appropriate submissions
- Plan and chair key meetings between Risk and regulators
- Manage regulatory examinations of CIB and Corporate Risk, overseeing activities from receipt of the First Day Letter through management’s written response to supervisory findings
- Interact directly with regulators, fielding and clarifying requests and delivering appropriate and consistent responses
- Work with Compliance, Legal, and Audit, among other teams, to ensure regulatory matters are handled appropriately and consistently
- Develop and prepare senior management reporting highlighting regulatory activity
Qualifications for cib-corporate
- Passion for technical compliance and be interested in conducting wide-scale investigative reviews and seeks the challenges of understanding and interpreting regulations and processes across different businesses and jurisdictions
- In partnership with the IB Client Executive, you would be expected to drive account planning processes for Corporate Bank selected clients
- Fluent in English and Turkish and a reasonable knowledge of Turkish accounting
- Coordinates complex, senior-level internal/ external meetings for Asia and Latin American companies (primarily non-deal roadshows, some conferences)
- Professional with financial roadshow or Corporate Access experience (prefer 2+ years)
- Maintain thorough and accurate records of exams in progress, recurring meetings, and MIS reporting provided to regulators
2
CIB-Corporate Job Description
Job Description Example
Our company is looking to fill the role of cib-corporate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for cib-corporate
- Partner with Corporate and Investment Banking, Commercial Banking, trading, credit, structuring and other internal partners in originating and executing transactions along with building and maintaining relationships
- Minimum 2 years team leader experience ideally within a corporate actions environment
- Minimum 3 years experience in the Australian International Custody Markets
- Tertiary qualification in business or finance preferred
- Be a Korea knowledge subject matter expert
- Maintaining corporate contacts database
- Arranging company meetings for investors and associated logistics
- Assisting offshore conference teams with logistics for JPM Australia investor forums in the US, UK and Asia
- Preparation presentations, marketing and other feedback documents
- Organizing meetings across regions with internal and external clients
Qualifications for cib-corporate
- Experience in Risk, and/or in a related Control function, preferred
- Minimum of 10 years experience in new business development and/or relationship management at a senior level managing a sales team in a complex matrix organization (Critical)
- Manage processes and produce metrics around the firm’s repository of Compliance policies and procedures
- Tertiary qualification in business or related field preferred
- 1-2 years in an Associate and/or Team Leader role
- 3+ years experience with Corporate Actions/Income
3
CIB-Corporate Job Description
Job Description Example
Our company is hiring for a cib-corporate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for cib-corporate
- Work as a team to help strengthen the product to minimise risk and maximise efficiency to facilitate growth
- Investigation of trade discrepancies will be required, this will involve liaison within JPM including Client Services along with external parties involved in the corporate actions process such as Transfer Agents, brokers, depositories and other Custodians
- Ensure client queries are handled timey and accurately
- Maintaining Excel-based user tools and improving current processes to achieve efficiencies and enhance controls via VBA macros
- Originate and execute structured metals transactions such as supply chain intermediation, physical consignment, leasing, offtake agreements, project finance and commodity prepayments
- Assist management on day to day decisions in relation to resource and workflow allocation
- Own, maintain, develop and enhance operating procedures and workflow
- Conduct regular team meetings and one to ones with documented minutes / action plans
- Leverage project management framework to ensure projects are delivered on schedule, within budget and the highest of quality standards
- Develop and execute marketing strategy to support the sales effort
Qualifications for cib-corporate
- Experience in Australian market an advantage
- Other financial market qualifications preferred
- Ten to fifteen years of proven experience in corporate communications and expertise in communication trends and best practices in a financial services environment
- Direct experience in and deep knowledge of the financial service industry and global marketplace
- Strong multi-tasker – ability to quickly prioritize projects and communicate priorities to stakeholders
- Act as a back-up in the relationship management of existing clients, supporting the creation and implementation of new client solutions and following up client queries
4
CIB-Corporate Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of cib-corporate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for cib-corporate
- Collaborate with cross-functional teams to implement new pricing strategy
- Manage revenue forecasting through pipeline management and tracking of revenue realization
- Create business cases and strategic rationale for investments based on client needs and industry trends
- Participate in product design meetings with Technology team
- Develops sales plans including sales and portfolio targets and execution of plan
- Develops/executes account plans for clients
- Liaises with other LOB's
- Covers negotiation and closing of sales, cultivating references, acting as principal point of contact with client for commercial and contractual issues
- Participates in external industry forums
- Identify opportunities to provide state of the art Treasury Services solutions to top tier clients in the region (e.g., physical and notional pooling, POBO/ROBO)
Qualifications for cib-corporate
- Responsible for helping the sales team in the rapid closure of identified opportunities for new business from both existing and prospective clients through preparation of proposals and presentations
- Japanese - English bilingual fluency would be a plus
- Issues include
- Needs to be self-starting as small team locally (but with access to NY team in excess of 20 people) and with substantial gap between individual and person they are reporting to MD
- Team player, with strong interpersonal, and written communication skills
- Commercial mindset - shows initiative
5
CIB-Corporate Job Description
Job Description Example
Our growing company is looking to fill the role of cib-corporate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for cib-corporate
- A track record of success in a Credit sales or trading role, with strong knowledge of the Australian corporate derivatives market
- Work closely with Credit on the risk profiling of portfolio clients and prospects
- Responsible for providing leadership on credit approvals in the region based on a thorough review of the deal economics holistic, firm wide view of the client relationship
- Collaborating with the DCM, Rates Trading, Credit Risk and Regulatory Capital teams to accurately price and execute cross currency and Interest rate derivative transactions
- Managing transaction processes, ISDA and inter-creditor documentation negotiation and internal credit approvals
- Oversight for monthly performance reporting, incl
- Originate and execute equity derivative and related repurchase transactions
- Work with the LOBs on business driven initiatives through accounting schema updates, reference data enhancements, and system improvements
- Partner with technology on strategic system migrations to drive prioritization, testing plans, and successful implementation and incorporation into the JPM infrastructure framework
- Drive the creation, ongoing support and communication of key Financial Control metrics to LOB stakeholders
Qualifications for cib-corporate
- Ability to multi-task, , manage long-term ongoing projects short-term time sensitive requests
- Analytical with careful attention to detail
- Proven track record in structured metals deal origination
- A strong understanding of physical and financial metals markets is a must
- Relationships at the Treasurer, CFO or CEO levels with North American metals corporate clients is a must
- Cash flow modeling and knowledge of NA corporate debt markets is a must