Sales Assistant - London

Job Description

Assist senior sales and clients in structuring tailored financial solutions, generating trade ideas and monitoring market and competitors.

Responsibilities:

• Handle client onboarding processes, including documentation reviews and due diligence compliance.

• Collaborate with Trading, Operations, Legal, and other departments to manage product issuance and regulatory adherence.

• Review and validate termsheets and trade documentation, maintaining precision and compliance with internal policies.

• Act as a point of contact for client inquiries, providing proactive communication and resolving issues promptly.

• Regularly prepare and present detailed updates on client activity, operational processes, and trade outcomes to senior management.

• Monitor and report on risk-related events, ensuring full transparency and adherence to company policies.

• Collaborate with team leads to ensure accurate reporting of regulatory compliance measures and operational performance.

Reporting:

• Regularly prepare and present detailed updates on client activity, operational processes, and trade outcomes to senior management.

• Provide insights and recommendations to improve workflows and align with strategic objectives.

• Collaborate with team leads to ensure accurate reporting of regulatory compliance measures and operational performance.

About otala.markets

Founded in 2014, otala.markets is an established fintech company specialising in the creation and issuance of bespoke investment structured products.

Our technology enables the full process from idea generation and product structuring, through to certificate issuance and listing. Products span multiple asset classes including funds, ETFs, certificates, direct indexing and securitisation.

otala.markets is authorised and regulated by the Financial Conduct Authority (FCA).