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Institutional Sales Director - EFX

Location:
Siheung-si, Gyeonggi-do, South Korea
Posted:
February 25, 2024

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Resume:

MATTHEW KENT ‘ACSI’

+447*********

ad3wkv@r.postjobfree.com

Proven sales track record, and ability to prioritize competing requirements and deadlines. Willing and able to learn new skills. First rate communicator, written and verbal. Self-motivated and driven, able to act on own initiative as well as being a team player. Track record of sourcing new business and managing existing clients. Proven ability to favorably position products against competitors. Accomplished experience as a driven sales and business developer

– both with operational and strategic experience. Excellent sales and negotiation skills and the ability to work independently. Highly motivated with a strong track record of running a team of investment advisors and sales team. Very experienced with Ultra-High Net Worth Individuals and Institutions. 15yrs+ of brokerage Management experience. Experienced Wealth Manager and Capital Market’s professional. INSTITUTIONAL SALES DIRECTOR - NAGA - 11/2022 TO Present The Naga Group AG is an industry leading social network for Investing, cryptocurrencies and banking, with close to 1m users. I was brought on to establish and create an Institutional offering which would bring in enhanced revenue. I have established and onboarded a number of clients that suited Naga’s risk profile, and produced impressive returns from them. KEY RESPONSIBILITIES

● Lead and oversee the team in different offices and departments, offering direction and support to familiarize them with new types of business, including API connections

● Ensured the team delivered accurate information to clients in accordance with legal and regulatory requirements

● Served as the company's representative at industry events and networking functions.

● Identified and cultivated new client relationships

● Established new LP, Crypto payment and Risk relationships within budget INSTITUTIONAL SALES DIRECTOR – EUROTRADER – 09/2020 TO 11/2022 & SALES DIRECTOR 09/2021 TO 11/2022

Eurotrader is a multi-asset CFD liquidity provider offering FX, CFDs, Stocks, Commodities and Cryptocurrencies to white-labels, brokerages, fund managers, hedge funds, exchanges and high net-worth individuals. My purpose was again to create our Institutional offering from the start. This included building out a list of 2000+ products, develop new relationships and onboard with Lp’s, Bridge providers, Prime of Primes and Banks. I raised over 2/3rds of the companies AUM

(8figs) with my own portfolio of Money Managers, Emerging Funds, IB’s and UHNW clients. I was promoted to Sales Director to run concurrently with my role as Institutional Director and oversee and develop the retail sales team in the UK and Cyprus. I brought the UK team from a negative producing to profit making department whilst we had no marketing budget available. I built out both a sales and retention department in our Cyprus office for a more aligned structure KEY RESPONSIBILITIES

• Created and marketed Eurotraders products & services to financial institutions, hedge funds, high value clients & other partners

• Manage and grow relationships with selected partners and institutions from inception • Generated, qualified and nurtured leads from and turned them in to customers

• Led new client onboarding, working closely with Compliance to collect appropriate documentation and resolve open items

• Attended face-to-face meetings with both prospective and existing clients both locally and abroad

• Attended expos and corporate events both locally and abroad in order to generate business

EXANTE - SENIOR ACCOUNT DIRECTOR -03/2020 – 09/2020 EXANTE is an international investment company that provides direct market access and professional services to institutional investors, asset/wealth managers, brokerages and investment funds. Their one stop multi-asset trading platform unlocks 150,000+ instruments including stocks & ETFs, options, bonds, futures, currencies and metals. Headquartered in London, UK EXANTE has international representation in 10+ European and Asian locations. The purpose of this role was to manage Institutional clients to achieve the new business revenue growth targets and build and manage a sustainable client portfolio via their API, White Label and platform/product offerings.

Key Responsibilities

• Materialize existing contacts/clients into new business opportunities

• Meet monthly and annual sales targets set together with management

• Identify opportunities in the market and monitor general developments of competition

• Develop trust relationships with a portfolio of clients to ensure they do not turn to competition

HEAD OF SALES, VALENS CAPITAL MARKETS- VALENS BANK — 03/2019 TO 03/2020 Employed by a private bank, to provide clients with global custody services, clearing, settlement and safekeeping of domestic and foreign securities. I’m responsible for managing a private client portfolio of globally based UHNW individuals, corporations, municipalities, asset managers, banks, insurance companies and pension funds and to increase the AUM. For global transfers and omnibus accounts, we provide settlements in any non-restricted currency- utilizing interbank foreign exchange rates. We also use a unique FinTech online account management platform allowing corporate clients to manage payments in and out of their account in real-time. I focused on raising capital and providing different trading strategies for HNW clients, specifically establishing credit lines from the likes of Fidelity, Citi Bank, Merrill Lynch on US Treasuries, SBLC & BG’s and Corporate Bonds to enter into trade programmes or Project Finance. I worked closely with my clients to build a bespoke, structured, financial plan to help them achieve their ultimate goal of financial independence. I reviewed existing client́ s relationships and identified their needs that can then be addressed by cross selling across our different product ranges. I pride myself on providing high levels of service, always ensuring that financial solutions are delivered with a high degree of professionalism and integrity.

SALES DIRECTOR - HEAD OF RELATIONSHIP MANAGEMENT, CAP ONE FINANCE LTD — 01/2016 TO 12/2018 I generally arranged investments in undervalued real assets (including sourcing properties/hotels) that required significant repositioning and had a strong potential to appreciate over the long term for UHNW clients. My syndicate partners are long term investors who typically hold assets for 10 years or more. Our transactions are characterized by rigorous due diligence, conservative cash flow assumptions and careful assessment of possible downside scenarios. We aggressively manage the capital structure of our investments and generally avoid properties encumbered by factors that typically reduce asset values, such as ground leases, pre-emptive rights, long-term management contracts or other restrictions on ownership and control. I was able to source and execute unique and complex transactions, including direct equity investments in real property, debt investments secured by real-estate, privately placed real estate securities, syndications and joint ventures. I positioned myself to act as a Principle Lender and Broker that brought professionalism and clarity to project financing through either self funding projects from my own resources or by arranging participation with Joint Venture in concert with Hedge Funds, Institutional Investors and Financial Institutions. SALES DIRECTOR & HEAD OF RELATIONSHIP MANAGEMENT, KNIGHTSBRIDGE CAPITAL MARKETS/ACADEMY — 04/2015 TO 01/2017

With a partner I set up this company to work with professionals, sophisticated investors, institutions, funds and Investment managers in FX & Undervalued Real Estate Opportunities. We created and developed various theoretical and practical FX strategies based on directional and nondirectional price movements. We recruited and worked alongside market professionals including PHD graduates to develop and code fractal/quant algorithmic strategies. My primary role was raising significant capital in this time which we then traded at different broker houses. Eventually we diversified into turning the company into one of the foremost FX trading academies.

INFINOX - VANTAGE FX /SALES DIRECTOR CF1 - 08/2010 TO 09/2015 I was approached by a leading FinTech FX broker looking to set up their first office in the UK. This was a high profile initiative, as not only did it involve the logistics of setting up and managing the new office, it also meant I had to build a team of sales staff and cultivate a client base from scratch. As well as driving the business and amassing a client portfolio, I also had to maintain our growing client list, which meant I had a strong focus on relationship management along with my new business targets. I had dealings with almost every FX institution and subsequently a very large contact list within the industry. We offered a strong client focused approach, ensuring clients traded on competitive prices with market leading value. I ensured we were all experts on our own software platforms and technology such as our API’s, and delivered against strong revenue targets through sustainable business opportunities and strategies. I spent 5 years building an office with 40 staff that consistently outperformed the Australian office until finally we merged with one of the largest brokers in the arena and is now known as Infinox. The role required a strong analytical and logical ability to understand the internal workflow of the customer and help them exploit the software.This is significant for SaaS and FinTech companies, in order to demonstrate the software efficiently to the customer as there are many potential options. It was imperative to know both the products available and the software inside out. A good understanding of using API’s and a CRM internally, and Project Management was also important. Managing the project efficiently set the right expectations for the customer. With project management knowledge I knew how the project could be adapted and seen through to completion.

INSTITUTIONAL SALES TRADER -, CITY INDEX/GAIN CAPITAL CF30 — 03/2008 TO 07/2009 City Index is a subsidiary of GAIN Capital Holdings, Inc. (NYSE: GCAP) a global FinTech leader in online trading. As a global, publicly traded company, GAIN must meet the highest standards of corporate governance, financial reporting and disclosure. City Index is a FinTech SaaS company - Approached to leave CMC Markets and set up an Institutional Sales desk. - Sourced new clients - Hedge Funds / High Street Banks to execute their Equity/CFD/FX/ Options/Commodities through us across all UK, Pan - European & Asian Markets. - Generated new business from Institutional arena for both FX and CFDs by targeting appropriate UK and cross border organizations. - Designed and executed presentations either via web or face to face. - Negotiated fees/ Commission rates/financing, Agreements/ spreads. - Maintained Existing Relationships and developed their levels of business by cross selling our full range of products - Demonstrated extensive knowledge of the software and customized customer workflows based on internal processes.

SALES TRADER - CMC MARKETS — CF26 & CF30 01/2007 TO 02/2008 Established in 1989, CMC Markets is a leading global FinTech provider of spread betting and CFD’s Headquartered in London and listed on LSE, they have offices in Sydney, Singapore, Toronto and across Europe. Responsible for building and maintaining relationships within a designated number of accounts. Gather information and explore the market in order to provide new financial offers to clients. Carry out detailed data analysis and valuation. In depth knowledge of proprietary software being a SaaS company. Identify issues affecting clients and take steps to create workable solutions. Source and secure deals with new clients. Ensure market-making traders are made aware of relevant issues with their customers. Obtain market prices from market-making traders. Improve the flows of information and knowledge CMC Markets has of its clients. Keep upto- date and accurate competitor information. Market CMC Markets' new development's specifically on FinTech SaaS platform. Own the 'client experience' at CMC Markets to increase client volumes and the number of clients placing initial trades. Improve client retention, reduce the level of complaints and increase client flows to education. Improve knowledge and understanding of equities, CFD's, foreign exchange, spread betting, dealing stocks and shares as well as execute trades or clients. Demonstrate strong project management capabilities. Learn and practice all aspects of dealing as well as becoming fully competent with the Market Maker platform being a FinTech company. EDUCATION

QUALIFICATIONS Professional Merits, Previously FCA Registered Stockbroker CF1, CF21, CF26

& CF30

UNIT 01 – FCA Financial Regulation

UNIT 02 - FCA Financial Securities

Member of the Chartered Institute of Security

Investments (CISI)

Currently CISI Level 3 qualified under the Capital Markets·Programme EDUCATION SOUTHBANK UNIVERSITY, LONDON — BACHELORS DEGREE IN BUSINESS, 2002



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