Skip to content

AE

Institutional Sales - FX/Rate

OCBC logoOCBCOCBC Hong KongFull-timeListed 9mo ago

Tools for this application (partners): Resume Corner (opens in new tab) (resume) · Careerflow (opens in new tab) (tracking) · Frontline Coach (opens in new tab) (interview practice) · Snov.io (opens in new tab) (hiring manager's email) · HeadshotPro (opens in new tab) (headshot) · Terac (opens in new tab) (side work) what each does

The posting

WHO WE ARE

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Overview

The FX/Rates Macro Financial Institutional Sales role is responsible for originating, structuring, and executing macro products - including FX, interest rate derivatives, and cross‑currency solutions - for financial institution clients such as asset managers, insurers, hedge funds, sovereigns, and banks. The role acts as a bridge between clients and the trading desk, providing market insights, delivering liquidity, and driving revenue growth across flow and structured products.

Client Coverage & Relationship Management

  • Manage and grow a portfolio of financial institutional clients, including asset managers, pension funds, insurance companies, hedge funds, sovereign wealth funds, and banks.
  • Develop deep, trusted relationships with clients by understanding their investment objectives, hedging needs, and risk appetite.
  • Proactively identify client opportunities across FX spot/forwards, swaps, IRS, cross-currency swaps, NDFs, and options.
  • Coordinate internal resources (trading, research, structuring, risk, credit) to deliver best‑in‑class solutions.

Sales & Execution

  • Execute FX and rates transactions in partnership with trading desks, ensuring best execution and adherence to regulatory and internal guidelines.
  • Generate trade ideas leveraging macroeconomic themes, yield‑curve views, and cross‑market relationships.
  • Provide pricing, market color, and liquidity solutions in real time.
  • Support the end‑to‑end trade lifecycle, including booking, documentation, onboarding, term sheet preparation, and post‑trade follow‑up.

Revenue & Business Development

  • Contribute to revenue targets across flow and structured macro products.
  • Identify white‑space opportunities and growth areas within the client book.
  • Work closely with product management and digital channels to enhance e‑FX / e‑Rates penetration and client experience.
  • Support strategic initiatives such as platform enhancement, cross‑selling, and multi‑asset collaboration.

Technical Skills

  • Strong understanding of FX and interest rates products (spot, forwards, swaps, options, cross-currency swaps).
  • Solid grasp of macroeconomics, central bank policy, and global market dynamics.
  • Proficiency with Bloomberg, market analytics tools, and pricing systems.
  • Ability to interpret risk metrics (PV01, delta, gamma, vega, VaR).

Soft Skills

  • Excellent communication and client‑facing skills.
  • Strong problem‑solving ability, commercial mindset, and attention to detail.
  • Ability to work under pressure in a fast‑moving market environment.
  • Team-oriented, collaborative, and able to coordinate across multiple stakeholders.

Background

  • Bachelor’s or Master’s degree in Finance, Economics, Engineering, or related field.
  • Prior experience in macro sales, trading, structuring, or research is highly beneficial

What we offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Taken from OCBC's own posting, last seen live on 14 Nov 2026.

OCBC sales openings in your inbox

We look at OCBC's careers page every 10 hours. Once a week you get its newest sales openings, plus close matches at other companies. Free, and one click stops it.

Sponsored

Sponsored jobs from job networks, which pay SalesJobs.Now when you click one.

About OCBC

Singapore's longest established bank, founded in 1932, selling business loans, cash management, trade, treasury and insurance to companies and mortgages, cards and wealth products to individuals in Singapore, Malaysia, Hong Kong and China, with private banking through Bank of Singapore.

Pay schedule: Salaried bank employment on a manager, AVP and VP grade ladder, with a competitive base and flexible benefits; Hong Kong insurance roles require IIQE (and for some HKSI) licences.

Carrying a quota today?

Hiring managers ask us for sellers with a certain segment, territory or track record. Fill in one profile, and when a seat matches it we make the introduction, never without your yes. It costs you nothing.

Build my profile