Vice President, Global Markets - Toronto, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

100 King Street West Toronto Ontario,M5X 1A1

Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients.

Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including:
debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank's exposure and adhering to regulatory statutes.

Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community.
Operates as key member of the deal team with efforts to maximize sector penetration and returns.
Institutes crossselling initiatives to increase ranking with client.
Manages a client book and is accountable for the risk, profit & loss and limits for the book.
Provides comprehensive account coverage and client development as well as actively prospects new clients to increase revenue the assigned territory.
Maintains strong relationships with investors, understands their portfolio, and matches the firm services and products to client needs.
Works closely with sales, trading and research teams to provide seamless client coverage including fulfilling client requests for market updates and providing clients with specific product information.
Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions.
Contacts customers to present available investment services and develop client prospects from among current customers, referral leads and other sources.
Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
Identifies and leverages key decision makers and influencers in client / internal organizations.
Develops and/or facilitates development of clientfocused solutions based on financial expertise, organizational, technical, regulatory and environmental client awareness.
Distills market and internal data to negotiate solutions, terms and conditions with clients / internal counterparts.
Identifies opportunities for increased efficiency and improved service to internal and external clients and acts as a positive change agent to drive improved efficiency and effectiveness.
Verifies that all confirms on trades or sales are accurate and promptly delivered.
Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing.
Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.
Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.
Develops marketing ideas and helps initiate transactions through appropriate presentation of financial data.
Helps determine business priorities and best sequence for execution of business/group strategy.
Develops and leverages relationships across businesses, senior leaders and clients to foster and support coordination.
Ensures alignment between stakeholders.
Cultivates strong relationships with the research team in order to understand their industries and stock coverage.
Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
Defines problems, collects data, establishes facts, and draws valid conclusions.
Develops an understanding of and proficiency in using all required systems and models.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Helps colleagues with the presentation of information and prepares proposals for their review.
Assists colleagues in the research and resolution of administrative/operational issues.
Understands the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.).
Executes orders for purchase or sales of securities or completes transaction independently if brokerage firm is market maker in requested transaction. All transactions must be recorded accurately and frequently reviewed for accuracy.
Receives and reviews all transactions to ensure accuracy and that transactions conform to the regulations of SEC, NASD, and other regulatory agencies.
Tracks supply and demand and evaluates market development.
Operates within position and loss limits as prudent management of the Bank's exposure.
Manages risk related to pricing and sales/