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.

Incase you have any inquiry, let us know by commenting here.

This site uses Akismet to reduce spam. Learn how your comment data is processed.