The Ugandan Jobline

• Under the guidance of the Head of
  Treasury Sales and Regional Manager, actively participating in the
  implementation of the Treasury Sales Strategy in line with the Retail and
  Business Banking Treasury Sales Strategy and country sales requirements
  through revenue maximisation and prudent cost management.
• Drive and Monitor Performance of Retail
  & Business banking forex sales through the branch network to grow
  revenues and sector customer base under assigned portfolios to meet set
  targets.
• Ensure that all branch FX transactions
  are advised and covered through the FX trading desk for efficient
  management of FX position
• Acting as the primary point of contact
  for both internal (Retail &Business Banking) and external Treasury
  Sales clients, ensuring regular face-to-face engagement with the RBB team
  to promote teamwork.
• Build and Maintain Productive and
  strategic relations with customers, stakeholders to drive the development
  and delivery of business solutions and revenue growth.
• Support delivery, availability and
  visibility of treasury products across Channels and contribute to new products
  development/ customisation for the RBB segment.
• Manage one’s Direct Dealing Mandate
  (DDM) client portfolio, to include:
• Daily contact with DDM clients
• Regular face-to-face interaction with
  DDM clients
• Regular contact with principle
  Relationship Managers.
• Co-ordinate Branch Visits to build staff
  product awareness on forex business and other treasury products and
  services.
• Under the direction of the Regional
  Manager and Head of Treasury sales achieving a leading position in the
  chosen products, markets and segments by:
• Spending at least 50% of one’s time
  meeting with existing and identified new clients
• Giving superior customer service to the
  Branch network
• Driving forex sales through targeted
  sales initiatives and product packaging through branch network and
  directly to key RBB Customer segments.
• Presenting the full Barclays product set
  to clients whilst managing the product portfolio to suit client needs
• Engaging with and delivering on MNC and
  NGO initiatives to grow the client base and the product distribution
• Undertaking customer visits and joint
  customer visits within RBB
• Actively participating in client events
  with the treasury unit and RBB, including training and  seminars, and Entertaining clients as
  permitted under the bank and group compliance policies
• Managing one’s client portfolio to
  generate strong growth and sustainable returns over the business cycle
  with special focus on Customer Service and Financial Performance
• Ensure that Counterparty credit limits
  are not exceeded
• Assisting the  Regional Manager in achieving strategic
  and tactical objectives
• Ensure Strong cross selling of existing
  and new products to existing and new clients.
• Maintain a detailed and current standing
  of the Industry (at a Macro, sector specific and regulatory requirements)
  to ensure that opportunities are realised and risks are mitigated.

• Providing weekly reporting on client
  growth, volume and profitability in one’s own portfolio
• Providing detailed Management
  Information to the Regional Manager on the composition, performance and
  profitability of the client portfolios on a monthly basis.
• Assisting the Regional Manager with any
  ad-hoc reporting requests

• Maintaining a strong compliance culture
• Adhering to all the policies and
  procedures of the bank
• Ensuring that all deals are dealt within
  dealer limits (market risk limits, counterparty limits, dealer’s mandate)
• Ensuring high quality of service to all
  clients (reputational risk)

• Key actions to include:
• Actively managing one’s own technical
  and soft skills development in conjunction with the Regional Manager
• Researching, identifying and proposing
  training solutions for own development to the Regional Manager and Head
  Treasury sales

• The ideal candidate for the Barclays
  Bank Regional Retail FX – Treasury Sales Dealer job should hold a
  Bachelor’s Degree
• ACI Dealing Certificate
• Two to three years of experience in a
  related field
• Analytical skills and excellent flair
  for numbers
• Knowledge of Treasury products
• Knowledge of Sales Techniques
• Understanding of interest rate and
  foreign exchange markets

• Understanding of interest rate risk,
  foreign exchange risk and credit risk
• Understanding of the policies,
  procedures and ethical requirements of a Treasury environment
• Understanding of treasury back office
  operations
• Excel competency
• Communication and Negotiation skills
• Broad knowledge and understanding of the
  mathematic of pricing for FX and Money Markets
• Understanding of political and economic
  activity and the impacts on exchange rates and interest rates

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