Responsibilities or duties

• Manage and grow a portfolio of corporate and institutional clients
• Structure and execution of FX transactions (spot, forwards, swaps)
• Provide advisory on currency risk management and hedging strategies
• Deliver market insights and economic updates to clients
• Collaborating with Relationship Managers to originate new business
• Identify and convert cross-selling opportunities across treasury products
• Monitor client exposures and recommend appropriate hedging solutions
• Execute transactions within approved limits and manage associated risks
• Maintain strong relationships with key market participants and clients
• Contribute to pricing strategy and deal structuring
• Support development of new treasury products for corporate clients
• Analyze market trends and competitor activity to enhance positioning
• Prepare client presentations and proposals for treasury solutions
• Ensure compliance with internal policies, regulatory requirements, and risk frameworks
• Support junior dealers and provide guidance on structuring and client engagement
• Conduct regular client visits to strengthen relationships and identify opportunities
• Attend departmental and cross-functional meetings as required
• Ensure timely submission of reports, client updates, and market commentary
• Perform any other duties as assigned by the supervisor

Qualifications or requirements (e.g., education, skills)

Academic & Professional

• Particulars Detail Specific Field or Qualification Need Type[1]
• Education Bachelor’s Degree Accounting/commerce/finance ES
• Professional Qualifications ACI AA
• Master’s degree Relevant Field AA

Experience needed

Good understanding of financial markets

Total Minimum No of Years Experience Required

4 years

• Manage and grow a portfolio of corporate and institutional clients
• Structure and execution of FX transactions (spot, forwards, swaps)
• Provide advisory on currency risk management and hedging strategies
• Deliver market insights and economic updates to clients
• Collaborating with Relationship Managers to originate new business
• Identify and convert cross-selling opportunities across treasury products
• Monitor client exposures and recommend appropriate hedging solutions
• Execute transactions within approved limits and manage associated risks
• Maintain strong relationships with key market participants and clients
• Contribute to pricing strategy and deal structuring
• Support development of new treasury products for corporate clients
• Analyze market trends and competitor activity to enhance positioning
• Prepare client presentations and proposals for treasury solutions
• Ensure compliance with internal policies, regulatory requirements, and risk frameworks
• Support junior dealers and provide guidance on structuring and client engagement
• Conduct regular client visits to strengthen relationships and identify opportunities
• Attend departmental and cross-functional meetings as required
• Ensure timely submission of reports, client updates, and market commentary
• Perform any other duties as assigned by the supervisor

• Good understanding of financial markets

• Bachelor’s Degree in Accounting/Commerce/Finance
• ACI (Added Advantage)
• Master’s degree in a Relevant Field (Added Advantage)