Treasury Sales Dealer
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Key skills for this role
Role Overview
Assist individual and corporate customers with buying and selling foreign exchange and the distribution of treasury products.
Use a relationship management approach to support business development objectives aligned with the bank's strategy.
Key Skills for This Role
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Job Summary
Assist individual and corporate customers with buying and selling foreign exchange and the distribution of treasury products.
Use a relationship management approach to support business development objectives aligned with the bank's strategy.
Treasury Sales and Structuring
- Sell treasury products to existing and new customers to generate fee revenue.
- Structure and develop new treasury products in response to client needs.
- Conduct joint sales calls with Relationship Managers, meet sales targets, and solicit corporate, retail, and private banking business.
- Train Relationship Managers and branch managers on treasury products.
- Provide market updates and product presentations to support client trading decisions.
Treasury Sales Management
- Support deal flow between Trading and clients, including pricing and execution of treasury deals.
- Respond to treasury-related customer enquiries and complaints in a timely manner.
- Coordinate with Treasury Support and Middle Office and manage documentation and approvals.
- Follow the business control framework and escalation requirements.
Collaboration and Improvement
- Work with Wholesale, International, Private, and Retail Banking Relationship Managers to understand client treasury needs.
- Conduct market research and take up client referrals.
- Identify opportunities to improve systems, processes, controls, cost efficiency, and productivity.
- Recommend improvements to procedures and support implementation of instructions and controls.
Requirements
- Bachelor's degree in Business, Finance, Economics, or an equivalent qualification.
- At least four years of relevant experience in treasury or treasury sales and structuring.
- Knowledge of Qatar and regional banking sectors, market trends, and competitor activity.
- Knowledge of trading and treasury products, asset-liability management, and market risk.
- Business networking, negotiation, and English and Arabic communication skills.
Reporting and Compliance
- Ensure compliance with relevant quality, health, safety, environmental, risk, audit, and regulatory procedures.
- Prepare departmental MIS statements and reports accurately and on time.
- Perform other related duties or assignments as directed.
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