FX Advisory, Associate
Company: SVB Financial Group
Location: Palo Alto
Posted on: June 8, 2021
Be part of a bank like no other.
When you work with the world's most innovative companies, you
know you're making a difference. Our clients are the game changers,
leaders and investors who fuel the global innovation economy.
They're the businesses behind the next medical breakthroughs, and
the visionaries whose new technologies could transform the way
people live and work.
They come to SVB for our expertise, deep network and 30 years of
experience in the industries we serve, and to partner with diverse
teams of passionate, enterprising SVBers, dedicated to an inclusive
approach to helping them grow and succeed at every stage of their
Join us at SVB and be part of bringing our clients'
world-changing ideas to life.
SVB FX is an important business within the Bank and we're hiring
at the Associate and Jr. Advisory level.
We're looking for a number of folks interested in an exciting
career opportunity in Global Payments and FX Advisory, to support
our thriving FX business and to learn about the different client
segments we support, Technology, Life Science, Private Equity, and
Venture Capital etc.
FX Sales Associates provide ongoing support to multiple FX Sales
Advisors in meeting preparation, proposal drafting, competitive
analysis and trend identification, client sales and nurturing
activities. Internal and external follow up associated with the
- Sales Activities - Ability to think critically and
problem-solve in real time are key to success in this role. FX
Sales Associate will conduct research, monitor trends and
developments in financial services industry and in customers'
businesses and recommend solutions and product enhancements that
can generate fee income to the Bank and deepen client
relationships. FX Sales Associate will advise clients on
appropriate products and services and are required to exercise
independent discretion and judgment.
- Business Development - Leveraging internal and external reports
to identify new sales opportunities while analyzing client
activity. Requires advanced analytical and MS excel skills.
- Special Projects - Work with Product Management, Marketing,
Relationship Sales and other internal partners on developing new
product capabilities and designing innovative promotional materials
and sophisticated product campaigns to achieve greater external
visibility for various products and ultimately increase new client
acquisition/client retention. Requires creativity/independent
thinking and knowledge of our products and services.
- Meeting preparation - Put together pre-call packages (company
info, relevant research / filings, management bios, CRM/SVB Online
info, current SVB relationship summary, etc.).
- Deal Execution - Follow up on deals referred to FX Traders;
Update Product Advisors/Relationship Managers on deal status.
Tracking of Credit approvals and determination of appropriate
collateral levels to mitigate risk. Tracking of all FX
- Information Management - Develop client reports by team, by
product and other relevant information; analyze client activity and
identify trends and opportunities. Requires analytical skills.
Skills and Requirements
- Bachelor's degree or equivalent. Experience working in a
financial services / commercial banking environment a plus.
- Candidate should ideally have an interest in the Financial
- Must be able to work independently and prioritize one's
- Proficient in working with MS Excel, PowerPoint, and Word.
- Ability to compile, analyze and evaluate information to
formulate conclusions and recommend actions. Must be able to lead
projects, collaborate and work effectively with all areas of the
- Excellent interpersonal and organizational skills.
- Strong written and verbal communications skills.
This position provides sales support to assigned FX Sales
Advisors. The FX Sales Associate will perform mostly non-routine
duties and as a result the position requires sound judgment and
analysis on all information, as well as regular client
Keywords: SVB Financial Group, Palo Alto , FX Advisory, Associate, Other , Palo Alto, California
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