Trade & Working Capital Finance Origination
Role Purpose:
Integrated within the Trade & Working Capital Finance business unit reporting to the Global Head of Trade & Working Capital Finance and working closely with all relevant stakeholders (coverage other products risk operations and all other pertinent departments) this role focuses on the active and entrepreneurial origination of Trade & Working Capital Finance facilities from the banks clients with the goal of maximizing share of wallet and value on a risk-adjusted total return basis and producing a significant impact in the banks expansion strategy. This role has the potential for significant travel.
Role Responsibilities:
This role focuses on origination of trade finance business from a sub-set of financial institution clients in Emerging Markets as determined by the Global Head of Trade & Working Capital Finance. The product range encompasses primarily trade loans and letters of credit. Notwithstanding the candidate may also be required to cover other client and product types as the role progresses.
Main responsibilities transaction origination:
- In summary lead the entire trade finance origination process from client meeting to execution of legal documents and facility booking monitoring and follow-up in close collaboration with coverage bankers
- Contact and meet clients in a product specialist capacity as directed to understand their business cycles and Trade (& Working Capital) Finance requirements
- Produce and implement client and counterparty call visit and product sales strategy plans
- Create maintain and manage product sales pipelines
- Lead strong client-centric state-of-the-art product pitches
- Contribute to the on-boarding of Trade (& Working Capital) Finance clients in full alignment with coverage bankers
- Champion the production of business and credit papers and their presentation to the relevant committees in collaboration with coverage bankers
- Create and negotiate Trade (& Working Capital) Finance term sheets to clients and other market counterparties
- Manage the execution and delivery of facilities and transactions once all internal approvals are in place including all relevant liaison with internal and external stakeholders
Other responsibilities:
- Strictly adhere to all regulatory statutory and audit norms relating to the function
- Be instrumental to obtain and retain optimal client satisfaction and deliver strong customer services
- Coordinate and assume responsibility for compiling and communicating to all stakeholders on a regular basis information relevant to portfolio
- Actively participate in product development and pricing strategies assisting with their bank-wide implementation. Assist with the development of product plans
- Support the launching of new initiatives and products
- Actively engage with other key internal and external stakeholders in fostering cross-sell opportunities and embracing clients FX and payments flows
- Actively engage with coverage bankers other product sales staff operations credit legal and other stakeholders in promoting Trade Finance product awareness
- Play a key part in consolidating and expanding Crown Agents Bank as an award-winning name in the Trade Finance industry. Be an active participant in important marketing events conferences etc. Be prepared to engage as a public speaker when required to do so.
Qualifications :
Mandatory:
- Languages: fluency in English. Additional languages are a requisite particularly French
- Minimum 5 years experience in a similar role (preferably with emerging markets exposure)
- Very good knowledge of the Trade & Working Capital Finance industry in its entirety and of the full Trade & Working Capital Finance product suite (especially letters of credit guarantees and refinancing loans)
- Very good knowledge of executing Trade & Working Capital Finance facilities for client financial institutions predominantly in emerging markets
- Relevant experience in originating Trade & Working Capital Finance from financial institutions in emerging markets (Africa Latin America Eastern Europe Emerging Asia/Pacific)
Other:
- Education: graduate degree in a relevant discipline is preferred
- Comprehensive knowledge of banking operations/SWIFT etc
- Ability to use entrepreneurship and initiative at all times and at all levels
- Ability to communicate at all levels of the organization both internally & externally
- Strong interpersonal communication presentation/public speaking and organizational skills
- Strong analytical skills
- Ability to work in a culturally diverse environment
- Ability to work under pressure and under tight KPIs and deadlines
Additional Information :
- Hybrid working
- Contributory personal pension plan: - Minimum: Employee 2% and Employer 7%. Employer matches contributions in 1% increments to a maximum of: Employee 5% and Employer 10%
- Life Assurance 4 times annual salary
- Group Income Protection
- Private Medical Insurance this may include cover for partner and or children at company cost. Cover includes Optical Dental and Audiology
- Discretionary Bonus
- Competitive Annual Leave
- 2 Volunteering Days
- Benefit Hub
Remote Work :
No
Employment Type :
Full-time
Recommended Jobs
Senior Manager, Partner Growth EMEA
About The Role & Team Disney+ is The Walt Disney Company’s Direct-to-Consumer (DTC) video entertainment service, delivering world-class content from Disney, Pixar, Marvel, Star Wars, National Geog…
Part-time Housekeeper needed in Ealing, London, Job ID J1ECEA
A lovely family based in Ealing is seeking a reliable and skilled Part-time Housekeeper-Cook to support the smooth running of their home. The ideal candidate will be confident in preparing Pan-Asian …
Assistant Sales Manager
Job Title: Assistant Sales Manager Location: Shepherd's Bush Brand : Portico Salary : Competitive salary package Hours: Monday to Friday 9am to 6pm, 1 in 3 Saturday 10am to 2pm Dr…
Senior Full Stack Software Engineer - .NET Core / Azure /...
Are you ready to shape the future of fintech in travel? Join us at Swiipr , where we’re redefining how airlines handle disruption and delivering exceptional digital payment experiences to pas…
Computer Science ECT - Barnet - January start
School Status & Location Sector: Leading Independent School, Outer London. Borough: Barnet. Start Date: Permanent, full-time role commencing January 2026. The Opportunity & School Profi…
Kitchen Designer
An exciting opportunity has arisen in Fulham for a kitchen designer to join one the UK's most prominent home and furniture retailers. In terms of challenge, stimulation and prospects this position has…
Franchise Business Opportunity - Management Consultant
&##128272; Crack the Code to Consulting Success Build a Thriving Business with the World’s First Character-Based Team Assessment Tool Perfect Teams is the elite plug-and-play toolkit for ex-corpor…
CIS PROJECT MANAGEMENT-CIS TRANSFORMATION MANAGER
Job Description Project Manager Responsibilities Project Manager Qualifications Bachelors or Masters About Us At Zensar, we're "experience-led everything". We are committed to co…
Cargo Airside Driver - Heathrow Airport
Optime Group are excited to be recruiting for Cargo Airside Drivers to join a well-respected and successful client in Heathrow. PLEASE NOTE: Due to additional security checks required for this ro…