Fixed Income Sales Resume Sample
Dawn Fadel
272 Wilderman Light,
New York,
NY
+1 (555) 421 2161
Work Experience
Senior Team Manager, Fixed Income Sales
02/2018
-
PRESENT
San Francisco, CA
- Identifies prospects and referral sources for solicitation through the organization’s internal network and through external sources
- Establishes and maintains good public relations with the community to enhance the organization’s image and develop new business; maintains contact with other internal referral sources to facilitate cross selling opportunities, often conducting joint calls with other business development areas
- Assists Institutional Salespeople with their customers and builds relationships with these customers to offer quality service
- Verifies trades with clients. Solves trade problems by working with Baird Operations to settle trades in a timely manner
- Enters trade tickets for Institutional Salespeople on Bloomberg, BETA, Thompson One, and BondDesk systems
- Opens new accounts, prepares money transactions, reviews account history for customers to balance
- Deepen BlackRock’s relationship with client firms by promoting iShares and BlackRock’s full solution set
- Take direction from senior salespeople to deepen BlackRock’s relationship with client firms by promoting iShares and BlackRock’s full solution set
Fixed Income Sales
10/2014
-
12/2017
Houston, TX
- Expertise in all asset classes of fixed income as well as fixed income products including all sectors of the bond market, and other vehicles such as Managed Accounts, Mutual Funds and ETFs
- Strong general management background including familiarity with human resources policies
- Strong interpersonal and relationship skills. Ability to establish rapport with and influence others
- Responsible for delivering against strategy, evaluating and altering the strategy in response to changing business conditions
- Responsibility to ensure that all regulatory and legal requirements and standards are met
- Providing executive administrative support including answering phones, composing emails, arrange travel, process expense reports, etc
- Calendar management; coordinating and scheduling internal and external meetings
- Travel Arranging and Travel Expense processing includes being aware of and following all LOB guidelines, obtaining all approvals for any exceptions prior to booking, and following up on documentation when processing the related Travel & Expense reports
- Professionally interact with clients on the phone, in email in addition to communicating and interacting internally with all levels of across business functions internally
Fixed Income Sales Assistant
07/2008
-
04/2014
Chicago, IL
- Opportunity to attend client meetings, strategist’s presentations and listen to conference calls
- Be an excellent communicator with fluent Japanese language (written & verbal) skills
- Be passionate about the customer experience
- Demonstrate critical thinking, problem-solving, and multi-tasking skills
- Have a proven ability to work under pressure, prioritise effectively, and work closely with colleagues to identify opportunities to increase revenue from existing and new clients
- Become educated on Commerce Bank’s products, processes and resources
- Help design, communicate, and implement strategies related to your team’s function
- A strong understanding and grasp of the competitive landscape in the financial services industry, especially related to fixed income
Education
Grand Valley State University
2003 - 2007
Bachelor's Degree in Business
Professional Skills
- Multi-level selling skills and experience dealing across global financial institutions required
- Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely
- Strong partnering and leadership skills in a complex, matrixed environment
- Advanced analytical and technical skills combined with a problem solving attitude
- Experience, preferably with a fundamental understanding of the financial industry
- Fixed Income Sales experience at Global Investment Bank based in Japan
- Related work experience
How to write Fixed Income Sales Resume
Fixed Income Sales role is responsible for travel, insurance, trading, security, finance, events, japanese, analytical, leadership, interpersonal.
To write great resume for fixed income sales job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Fixed Income Sales Resume
The section contact information is important in your fixed income sales resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Fixed Income Sales Resume
The section work experience is an essential part of your fixed income sales resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous fixed income sales responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular fixed income sales position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Fixed Income Sales resume experience can include:
- Attracting companies to list and trade their debt and structured products in London from the UK and overseas markets
- Assist Fixed Income Salespeople in covering institutional relationships such as banks, insurance companies and asset management firms
- Provide support and backup for salespeople when travelling for client/prospect visits
- Facilitate the sharing of information between senior salespeople
- Capability of working independently with little supervision
- Serves as a liaison between Senior Relationship Managers and legal/compliance/management teams to process all required pre-clearances for any meals/events
Education on a Fixed Income Sales Resume
Make sure to make education a priority on your fixed income sales resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your fixed income sales experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Fixed Income Sales Resume
When listing skills on your fixed income sales resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical fixed income sales skills:
- Emotional intelligence, perseverance, strong analytical skills and keen attention to detail is required
- Proven ability to develop, nurture and monetize “trusted advisor” client relationships
- Experience Required: At least 1 year
- Preferable experience in financial markets either in a back or middle office capacity
- Multi-task and prioritize time management constraint
- Managing and developing the suite of fixed income primary markets available to companies seeking admission to the London Stock Exchange
List of Typical Skills For a Fixed Income Sales Resume
1
Skills For Fixed Income Sales Assistant Resume
- Supports the Senior Sales Team in closing deals in order to meet individual/team quotas and company business objectives
- Advanced knowledge of industry, market, and products
- BA/BS graduate in related field
- This role requires a true sales and service mentality and a flexible approach to suit market demands with strong judgement, consulting, negotiating and influencing skills
- Experience with Concur System helpful
2
Skills For Senior Team Manager, Fixed Income Sales Resume
- Japan fluency is essential
- Building relationships with the key stakeholder groups and influencers that support the London markets including the investment banking and corporate advisor communities
- Supports the Senior Sales Team in identifying key areas of opportunities in the market
- Proficiency in Microsoft Office Suite (especially Excel) is required
- Coordinates charitable donations, communicating with organizations to gather required documentation and working with LOB staff/COO and legal/compliance to process with all necessary approvals, following up with accounting to ensure payments and maintaining all records
- Answer calls and assist client transactions daily
- Construct sales messages and work to fill customer orders
3
Skills For Ishares Fixed Income Sales Resume
- Collect and analyze bond and transaction data and organize for use within reports and presentations to clients
- Take direction and execute responsibilities
- Execute client transactions
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