Experienced Retail Treasury & FX Sales Officer

CITI - Dubai


Key Responsibilities:

  • Promote and Sell FX and FX Linked products (eg: Premium Accounts) to individual (retail) customers
  • Meet or beat the FX Products Sales and Revenue targets on a monthly basis
  • Interact with external customers for Sales and Advisory as ‘Treasury Sales Specialist"
  • Communicate frequently with customers on FX/Interest rates trends, selection of currency alternatives based on client’s knowledge, needs and view, in line with Citi House view
  • Outbound Sales calls for existing / prospective customers on FX/Treasury solutions; Deliver clients presentations & seminars
  • Support existing clients with new alternative solutions, help to maintain and grow FX portfolio based on client’s personal investment objectives and markets view, in line with Citi House view
  • Train and coach new sales team members on FX/Interest rate products, as may be necessary
  • Design reliable marketing strategies / solutions, by working closely with Data Management/Fincon/Operations in order to meet sales force requirements and accelerate FX revenues
  • Conduct regular market reviews with ICG Treasury & originate products that add to FX revenues.
  • Liaise with GCG RM’s / Sales & Service staff to identify & resolve any issues in Treasury business
  • Co-ordinate with UAE & Bahrain Ops and Data management unit to ensure accuracy & timely release of FX linked product reports.
  • Understand, examine and generate strategies based on MIS reports for business development.
  • Conduct UAT for treasury projects & ensure the business requirements are fulfilled in enhanced systems before it is launched to production users.
  • Adherence to Regional & Country Specific Compliance & Audit policies

Development Value:

  • As getting experienced on Treasury and Wealth Management products, candidate could have career as FX Products Management Head, Treasury Products Sales Head


  • FX Market or Sales Experience. (MM/FI Trading experience also can be considered)
  • FX sales & booking experience – at least 5 years
  • Knowledge of FX market practice and FX linked products / options
  • Proficiency in office skills: MS Office (Word, Excel and PowerPoint)


  • Have confidence on explaining Citi house views on FX / Markets for individual clients and can explain that to others professionally, as advisor
  • Numerically strong; knowledge on Trading Market Data, Charts, Trading Tools, have used Reuters, Bloomberg etc, market data, charts, tools
  • Can use markets research such as ‘Citi House Views’
  • Outgoing personality
  • Outstanding Customer Communication skills over phone and face to face
  • Sales aptitude – to convince idea to Customers, Internal Client Relationship Managers.
  • Strong interpersonal skills to work with other sales team, products, treasury and overseas partners
  • Excellent presentation and computer skills
  • Excellent verbal and written communication skills in English a must
  • Detail-oriented; control process, documentation and tracking skills. Metrics-oriented


  • Bachelor’s Degree or Higher
  • Wealth management experience preferred, with sales and products background along with familiarity on financial planning concepts as a must


  • Experience to understand financial market expectations and generate suggestions based on market research materials
  • Experience to have client interaction for selling treasury products
  • Experience with identifying and resolving any issues in Treasury product business, i.e. FX mainly by collaborating with Operations and Customer Complaint centers


Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - AE


Time Type :


Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity .

To view the "EEO is the Law" poster . To view the EEO is the Law Supplement .
To view the EEO Policy Statement .
To view the Pay Transparency Posting .

Attention - In the recruitment process, legitimate companies never withdraw fees from candidates. If there are companies that attract interview fees, tests, ticket reservations, etc. it is better to avoid it because there are indications of fraud. If you see something suspicious please contact us: [email protected]