Joshua Silverstone

• Cultivate and manage relationships with global institutional clients, including banks, hedge funds, pension funds and other financial institutions
• Re-establish trading relationships with dormant accounts, driving new business from previously inactive clients
• Provide in-depth market analysis across all fixed income asset classes, offering actionable insights and generating trading ideas
• Providing clients with a tailored approach, idea generation and executing trades via VCON and ALLQ.
• Proactively reach out to new institutional clients, conducting outreach via phone and face-to-face meetings to foster new relationships.
• Execute trades while ensuring all regulatory and legal requirements are met for each transaction

Key Achievements

• Successfully onboarded one of the world’s largest banks, establishing trading lines and executing transactions with an institution that had not been onboarded or traded with Novate GM/Mitsubishi UFJ Trust in its 40-year history, achieved through proactive cold calling.
• Developed and managed relationships with several major global institutions, consistently executing high-value trades and expanding Novate GM's institutional client base.

Completed the CISI Level 3 qualification, enhancing my understanding of bond pricing, market structure, credit risks, and regulatory frameworks.

• Led data reporting and forecasting across campaigns, providing insights into client investment priorities.
• Managed client outreach and relationship building with new and existing clients.

Key Achievements:

• MVP Award winner twice for top sales performance and relationship management.
• Selected to represent senior leadership at the 10th anniversary of CX BFSI in Miami, building key relationships with senior executives from global banks and insurers.

Client Development Executive | Aug 2022 – Oct 2023

• Generated leads, managed client pipelines, and contributed to revenue growth through high-value Exchange pass sales.
• Supported event performance through targeted outreach and effective client management