The FX Sales Dealer is primarily responsible for marketing Treasury products & services (foreign exchange and derivatives) to assigned market coverage.
Core Responsibilities
Expands relationship with existing accounts and cultivates new ones
Ascertains that all Foreign Exchange and Derivatives sales activities with clients are accurate, within the given credit limits, and compliant with the documentation required by internal and external regulations
Generates spreads and Foreign Exchange trading income (including the management of intra-day sales trading positions) to achieve set budget targets for the year and to contribute to the overall income of the bank
Conducts regular client meeting to understand client’s business and provide financial advisory
Endeavors to timely update clients on market developments and forecasts;
Implements all internal and external regulatory requirements including business compliance when dealing with clients
Participates in innovative projects related to the business
Qualifications
Bachelor’s degree in Business, Finance, Economics, or Accounting
Master’s degree in Business or Economics is preferred but not required
Must hold a Certified Treasury Professional (CTP) designation
At least 1 year of experience in Treasury, Financial Markets, or Sales
Strong exposure to FX and Derivatives trading and sales is highly desirable
Proven experience in client-facing roles with corporate or institutional accounts
