Experienced Retail Treasury & FX Sales Officer

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

Knowledge/Experience:

• 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)

Skills:

• 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

Qualifications:

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

Competencies:

• 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

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