In this role, you will:
- Responsible for the introduction, marketing and sale of Wells Fargo's Rates and FX products
- Work together with the team to achieve targeted revenue goals on an annual basis.
- Bring in and develop new clients to Wells Fargo platform.
- Support the team in terms of sending daily commentary, runs, axes, and research.
- Generate periodic reports to assist management on strategy planning and business reviews.
- Work with other departments (i.e. trading, sales support, client service, marketing, legal, compliance) to ensure that all clients requests, inquiries, post trade issues are managed effectively.
- Manage account opening process and coordinate with internal teams to complete the process.
- Assist in maintaining relationships and keep up-to-date on global political, economic and financial trends.
- Keep abreast of new or amended regulations and development of foreign or designated markets and advise Manager of any changes which may affect the decisions and planning in the trading/investment activities.
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, compliance, and risk management requirements for the Securities Sales area
- Maintain the highest standards of attention to detail and professionalism.
Required Qualifications:
- 6+ months of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience in Rates and/or FX sales
Desired Qualifications:
- Superior communication, interpersonal, and presentation skills.
- Highly self- motivated; ability to work individually and within a global team.
- Thorough understanding of the investment management process.
- Bachelor’s Degree and CMFAS Exam Pass for M1/M2/M6 papers (
prior to licensing
) required - Relevant license for dealing activities would be beneficial
- Excellent command of spoken and writtenEnglish; proficiencyin Chinese is a plus.
7 Oct 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.