Treasury Sales Officer-United Bank For Africa

Job Title: Treasury Sales Officer

Department: Treasury

Functionally Reports to: Country Treasurer

Job Objective(s): The Treasury Sales Officer aims to facilitate successful transactions by selling bank securities to potential investors. The Investment Officer plays a pivotal role in creating an efficient due diligence process and identifying investment-worthy enterprises. The job holder serves as an in-house expert, conducting initial diagnostic assessments and evaluations to identify suitable enterprises/clients.

Job Objective(s):

Client Relationship Management:

• Cultivate and maintain relationships with existing and potential clients.
• Understand clients’ financial needs and provide appropriate fixed income solutions.

Product Knowledge:

• Stay informed about fixed income products, market trends, and regulatory changes.
• Educate clients on various fixed income instruments offered by the bank.

Sales Strategy:

• Develop and implement sales strategies to achieve fixed income sales targets.
• Identify opportunities for cross-selling and upselling fixed income products.

Market Analysis:

• Monitor financial markets, economic indicators, and interest rate movements.
• Analyze market conditions to provide timely and relevant advice to clients.

Deal Execution:

• Execute fixed income transactions efficiently and accurately.
• Coordinate with trading desks and other internal teams to ensure seamless deal execution.

Documentation:

• Prepare and review necessary documentation for fixed income transactions.
• Ensure compliance with internal policies and regulatory requirements.

Risk Management:

• Assess and manage risks associated with fixed income transactions.
• Implement risk mitigation strategies as needed.

Reporting:

• Generate regular reports on fixed income sales performance.
• Provide updates to management on market developments and client interactions.

Customer Service:

• Address client inquiries and concerns promptly and professionally.
• Ensure a high level of customer satisfaction through effective communication.

Collaboration:

• Collaborate with internal teams, including research, trading, and compliance.
• Work closely with colleagues to achieve overall treasury and bank objectives.

Job Requirements:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Professional certifications such as ACI will be an added advantage.
• At least three years of experience in Treasury FI sales, investment banking is required.
• Previous experience in providing business advisory services is strongly preferred.
• Ability to deliver and communicate complex issues clearly and succinctly, and in a compelling manner.
• Deeply curious and excited to engage with a variety of stakeholders including policymakers, investors, Development Financial Institutions -DFIs, and more.
• Ability to establish a strong rapport and build relationships across the local entrepreneurial ecosystem.
• Self-motivated, confident, energetic, team player, and creative.
• Excellent communication skills.

Key Competency Requirements:

• Initiative & Decisiveness
• Innovation & Value Addition
• Drive for Results
• Relationship Building
• Communication & Influencing for Impact
• Thought Leadership
• Learning & Resourcefulness

How to Apply: All interested staff should send their CV, application letter, and copies of academic certificates to ubaugandahr@ubagroup.com addressed to:

Head of Human Capital United Bank for Africa Plot 2, Jinja Road Kampala, Uganda.