Job Description
Job description
Company Description
Crown Agents Bank is a vastly growing and regulated UK bank that connects emerging and frontier markets to the rest of the world, using FX and payments technology. We are transforming the way payments and FX move through emerging markets, reducing friction so that more money gets to those who need it. Emerging markets payments are usually challenging, expensive, unreliable and opaque. Our solutions help fix these pain points. Ultimately, we connect traditionally hard-to-reach regions to global financial infrastructure, giving access to the best prices and the fastest, most reliable settlement.
FX and cross-border payments are often complex and expensive, especially when operating in emerging markets. Crown Agents Bank (CAB) wraps its deep and trusted relationships and strength of network around innovative digital capabilities, and cross-border transaction banking solutions to enable fintech, corporates, governments, development organisations and banks to move money to, from, and across often hard-to-reach markets.
Job Description
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, syndications and distribution of Trade Finance facilities from the bank’s 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 bank’s expansion strategy. This role has the potential for significant travel.
Deal origination:
• In summary, lead the entire trade origination process from client meeting to execution of legal documents and facility booking, monitoring and follow-up, in close collaboration with coverage bankers
• Proactively contact and meet clients in a product specialist capacity to understand their business cycles and Trade 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 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 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
Syndications and distribution:
• In summary, manage all aspects of the syndication end-to-end, from identifying the opportunity, to building and running the syndicate, preparing all relevant internal and external documentation and executing the deal
• Contribute decisively to the creation of a syndications and distribution function within the bank
• Map and Identify key clients with the view to book-run syndicated transactions, whilst enhancing the cross-selling activity for the Bank
• Organize and coordinate the loan syndication pitch effort to clients
• Prepare all relevant internal documents necessary for syndications approvals at related committees
• Preparation of deal related pitches and marketing materials up to syndication launch
• Coordinate agency arrangements
• Set up the creation of the syndicate through proactive deal distribution to potential investors until the book building exercise is completed
• Review of legal documentation
• Full deal execution up to signing
• Lead the distribution of relevant transactions, using not only the bank market, but also alternative financiers and insurance
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
Experience and Skills
• Education: graduate degree in a relevant discipline is preferred
• Languages: fluency in English and Spanish
• Minimum 10 years’ experience in a similar role (preferably with emerging markets exposure)
• Very good knowledge of the Trade Finance industry in its entirety, and of the full Trade Finance product suite (especially letters of credit, guarantees and refinancing loans)
• Very good knowledge of executing Trade Finance facilities for client financial institutions, predominantly in emerging markets
• Very good knowledge of trade finance syndications (syndication process) and also of the trade finance secondary market
• Relevant experience in originating Trade Finance from financial institutions in emerging markets (Africa, Latin America, Eastern Europe, Emerging Asia/Pacific)
• 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 Hut
Company Description
Crown Agents Bank is a vastly growing and regulated UK bank that connects emerging and frontier markets to the rest of the world, using FX and payments technology. We are transforming the way payments and FX move through emerging markets, reducing friction so that more money gets to those who need it. Emerging markets payments are usually challenging, expensive, unreliable and opaque. Our solutions help fix these pain points. Ultimately, we connect traditionally hard-to-reach regions to global financial infrastructure, giving access to the best prices and the fastest, most reliable settlement.
FX and cross-border payments are often complex and expensive, especially when operating in emerging markets. Crown Agents Bank (CAB) wraps its deep and trusted relationships and strength of network around innovative digital capabilities, and cross-border transaction banking solutions to enable fintech, corporates, governments, development organisations and banks to move money to, from, and across often hard-to-reach markets.
Job Description
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, syndications and distribution of Trade Finance facilities from the bank’s 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 bank’s expansion strategy. This role has the potential for significant travel.
Deal origination:
• In summary, lead the entire trade origination process from client meeting to execution of legal documents and facility booking, monitoring and follow-up, in close collaboration with coverage bankers
• Proactively contact and meet clients in a product specialist capacity to understand their business cycles and Trade 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 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 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
Syndications and distribution:
• In summary, manage all aspects of the syndication end-to-end, from identifying the opportunity, to building and running the syndicate, preparing all relevant internal and external documentation and executing the deal
• Contribute decisively to the creation of a syndications and distribution function within the bank
• Map and Identify key clients with the view to book-run syndicated transactions, whilst enhancing the cross-selling activity for the Bank
• Organize and coordinate the loan syndication pitch effort to clients
• Prepare all relevant internal documents necessary for syndications approvals at related committees
• Preparation of deal related pitches and marketing materials up to syndication launch
• Coordinate agency arrangements
• Set up the creation of the syndicate through proactive deal distribution to potential investors until the book building exercise is completed
• Review of legal documentation
• Full deal execution up to signing
• Lead the distribution of relevant transactions, using not only the bank market, but also alternative financiers and insurance
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
Experience and Skills
• Education: graduate degree in a relevant discipline is preferred
• Languages: fluency in English and Spanish
• Minimum 10 years’ experience in a similar role (preferably with emerging markets exposure)
• Very good knowledge of the Trade Finance industry in its entirety, and of the full Trade Finance product suite (especially letters of credit, guarantees and refinancing loans)
• Very good knowledge of executing Trade Finance facilities for client financial institutions, predominantly in emerging markets
• Very good knowledge of trade finance syndications (syndication process) and also of the trade finance secondary market
• Relevant experience in originating Trade Finance from financial institutions in emerging markets (Africa, Latin America, Eastern Europe, Emerging Asia/Pacific)
• 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 Hut
💡 Quick Summary
Seeking a career-building opportunity? The Trade Finance Sales position is now open for candidates interested in the Bank Jobs sector. This role in London offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
