Assist senior sales in daily client coverage, including responding to pricing requests, trade ideas, and product inquiries. 

Coordinate with trading desks to provide timely, accurate pricing across options, futures, structured products, and swaps. 

Develop understanding of client investment objectives and trading styles to identify cross-selling opportunities. 

Monitor market news, trends, and client positions to anticipate needs and highlight relevant trade opportunities. 

Prepare presentations, pitchbooks, and product materials for meetings and calls. 

Maintain and update client contact records, sales pipelines, and revenue tracking tools. 

Ensure timely follow-up on client requests and transactions, in coordination with middle office, operations, and compliance teams. 

Support capital introduction initiatives and client engagement activities, where relevant. 

A master's degree in finance, economics, business, or a related field is typically required. 

3-5 years of relevant experience

Prior experience in client services, prime services, investment banking, or a related area is preferred. 

Excellent interpersonal and communication skills to effectively engage with clients and build strong relationships. 

Detail-oriented with strong organizational skills to manage multiple client accounts and tasks simultaneously. 

Problem-solving skills with the ability to analyze and resolve client issues efficiently. 

Proficiency in programming and Microsoft Office suite. 

Ability to work effectively in a fast-paced and dynamic environment, both independently and as part of a team.