Treasury Sales Officer
AI summary
A Treasury Sales Officer role focused on FX and money market products, responsible for developing and managing a pipeline of retail, corporate, and institutional clients. The position involves originating, pricing, and executing FX spot, forwards, and swaps, as well as marketing money market solutions. The role requires strong sales, analytical, and relationship management skills, with a bachelor's degree in finance, economics, or a related field preferred.
- Client-facing treasury sales role covering FX and money market products
- Requires pipeline development and deal origination for retail, corporate, and institutional clients
- Bachelor's degree in finance, economics, accounting, or business preferred
- Professional certifications such as ACI, CFA, or FRM are an added advantage
- Strong analytical, negotiation, and relationship management skills required
AI job guide
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AI salary guide
Not enough public dataNot enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.
Can you qualify for this role?
- UnclearRelated work experienceThe text mentions experience, but the exact level should be confirmed at source.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in driver, sales, retailThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in Not specifiedThe vacancy is associated with this location.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Treasury Sales Officer evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to BrighterMonday Uganda and the role in Not specified.
- Add concrete examples related to driver, sales, retail, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from BrighterMonday Uganda; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Prepare a polite question about pay, benefits and contract terms for later interview stages.
Source and safety check
- BrighterMonday Uganda
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
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Interview preparation
- What experience makes you a strong fit for this Treasury Sales Officer role in driver, sales?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Not specified under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research BrighterMonday Uganda before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Original source description
KEY
Responsibilities
- AND DUTIES
- Treasury Sales (FX & Money Market)
- Develop and manage a pipeline of retail,corporate and institutional clients for FX and money market products, maintaining structured coverage plans and deal origination targets.
- Originate, price and execute FX spot, forwards and swaps for client hedging and trade-related needs, ensuring competitiveness while protecting margins and adhering to delegated limits.
- Market and execute money market solutions (placements, short-term deposits/investments, and approved borrowing structures) aligned to client liquidity needs, tenor preferences, and the Bank’s balance sheet strategy.
- Provide timely FX and money market insights (rates, curves, key drivers) and propose appropriate hedging/tenor strategies; prepare client quotes and deal terms in line with approved frameworks.
- Ensure accurate deal capture, confirmations, and settlement follow-through for all FX and money market transactions, with complete documentation (KYC/product onboarding where required) and a clear audit trail.
- Risk, Controls & Balance Sheet Awareness
- Work closely with Treasury/Trading and Market Risk to understand market risk, liquidity, and balance sheet constraints that impact client pricing and deal execution.
- Monitor and manage utilisation of delegated dealing and sales limits, escalating exceptions and obtaining pre-trade approvals where required.
- Comply with internal policies and regulatory
Requirements
- (KYC/AML, suitability, conduct risk), ensuring accurate disclosures and client confirmations.
- Prepare and maintain sales MI including deal pipeline, volumes, spreads, income performance, and client activity for management reporting.
- Cross-Functional Collaboration
- Partner with Relationship Managers to identify client needs, set pricing strategies, and cross-sell appropriate treasury solutions.
- Coordinate with Operations, Finance, Credit, and Market Risk to support seamless trade processing, settlements, limit setup, and issue resolution.
- Performance Indicators
- Treasury income generated (FX/MM volumes, spreads/margins) versus budget.
- Client coverage effectiveness (pipeline quality, conversion rate, retention, and wallet share growth).
- Accuracy of deal capture/booking and timeliness of post-trade confirmations and issue resolution.
- Compliance and control adherence (policy breaches, limit exceptions, KYC/AML and conduct risk observance).
- Key Competencies
- Strong sales, negotiation, and relationship management skills
- Sound understanding of FX and money market products, pricing, and market drivers
- Strong analytical capability with attention to detail (pricing, P&L and risk awareness)
- Excellent communication and client advisory skills
- Proficiency in Excel and treasury/dealing systems; strong discipline in controls and documentation
- Qualifications &
Experience
- Bachelor’s degree in finance, Economics, Accounting, Business, or a related field
- in treasury sales, corporate banking, markets, or a related client-facing role is an advantage
- Professional certification (e.g., ACI Dealing Certificate, CFA, FRM) is an added advantage
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