Job Title: Treasury Sales Officer
Department: Treasury
Functionally Reports to: Country Treasurer
Job Objective(s): The Treasury Sales Officer aims to facilitate successful transactions by selling bank securities to potential investors. The Investment Officer plays a pivotal role in creating an efficient due diligence process and identifying investment-worthy enterprises. The job holder serves as an in-house expert, conducting initial diagnostic assessments and evaluations to identify suitable enterprises/clients.
Job Objective(s):
Client Relationship Management:
- Cultivate and maintain relationships with existing and potential clients.
- Understand clients’ financial needs and provide appropriate fixed income solutions.
Product Knowledge:
- Stay informed about fixed income products, market trends, and regulatory changes.
- Educate clients on various fixed income instruments offered by the bank.
Sales Strategy:
- Develop and implement sales strategies to achieve fixed income sales targets.
- Identify opportunities for cross-selling and upselling fixed income products.
Market Analysis:
- Monitor financial markets, economic indicators, and interest rate movements.
- Analyze market conditions to provide timely and relevant advice to clients.
Deal Execution:
- Execute fixed income transactions efficiently and accurately.
- Coordinate with trading desks and other internal teams to ensure seamless deal execution.
Documentation:
- Prepare and review necessary documentation for fixed income transactions.
- Ensure compliance with internal policies and regulatory requirements.
Risk Management:
- Assess and manage risks associated with fixed income transactions.
- Implement risk mitigation strategies as needed.
Reporting:
- Generate regular reports on fixed income sales performance.
- Provide updates to management on market developments and client interactions.
Customer Service:
- Address client inquiries and concerns promptly and professionally.
- Ensure a high level of customer satisfaction through effective communication.
Collaboration:
- Collaborate with internal teams, including research, trading, and compliance.
- Work closely with colleagues to achieve overall treasury and bank objectives.
Job Requirements:
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Professional certifications such as ACI will be an added advantage.
- At least three years of experience in Treasury FI sales, investment banking is required.
- Previous experience in providing business advisory services is strongly preferred.
- Ability to deliver and communicate complex issues clearly and succinctly, and in a compelling manner.
- Deeply curious and excited to engage with a variety of stakeholders including policymakers, investors, Development Financial Institutions -DFIs, and more.
- Ability to establish a strong rapport and build relationships across the local entrepreneurial ecosystem.
- Self-motivated, confident, energetic, team player, and creative.
- Excellent communication skills.
Key Competency Requirements:
- Initiative & Decisiveness
- Innovation & Value Addition
- Drive for Results
- Relationship Building
- Communication & Influencing for Impact
- Thought Leadership
- Learning & Resourcefulness
How to Apply: All interested staff should send their CV, application letter, and copies of academic certificates to ubaugandahr@ubagroup.com addressed to:
Head of Human Capital United Bank for Africa Plot 2, Jinja Road Kampala, Uganda.
