Manage a client portfolio by building, maintaining and deepening client relationships.
• Providing specialist sector relevant treasury trusted guidance, and selling fit for purpose Investment Solutions.
• To optimize cross-selling opportunities and portfolio Investment Sales revenue in line with the Retail businesses’ Sales strategy.
• Defined risk parameters and regulatory requirements.

Qualifications
Minimum Qualifications
• An undergraduate degree (First Degree) in Business Commerce, Finance, Economics or a relevant field of study
• ACI Dealing Certificate

Experience Required
• Seasoned experience in treasury sales and high touch client relationship building and maintenance with a demonstrated track record applying judgement, best practice and strong business and investment knowledge to solve complex problems.
• Good understanding of macroeconomic trends and their key drivers, including a thorough understanding of the regulatory environment and trends
• Good understanding of the buy-side industry with seasoned exposure to the Investment Products, their practical application and trends in the industry. Sound knowledge of the bank’s policies and procedures relating to all areas under his/her control. Demonstrated understanding of good credit practices.

Additional Information
Behavioral Competencies:
• Developing Strategies
• Generating Ideas
• Interpreting Data
• Providing Insights
• Articulating Information

Technical Competencies:
• Product Knowledge
• Business Acumen
• Sales, cross-selling and marketing Skills
• Industry Knowledge
• Local Market Knowledge