Treasury Sales Officer

Capitalfield Investment Group Limited

Sales

Responsibilities:

• Develop new customer relationships: maintain and manage existing ones.
• Identify customer needs and seek to meet them in the most efficient and effective way.
• Fund the Group through the marketing of treasury investment products.
• Review and develop marketing strategies/plans and make appropriate recommendations to the Group Treasurer.
• Support with the development and assessment of treasury solutions to suit target markets.
• Monitor and evaluate the performance of Treasury sales drive.
• Maintain a comprehensive database of information on existing and potential customers.
• Prepare Management reports and updates as required.
• Drive sales and marketing of Derivatives and structured treasury solutions.
• Build partnerships with customers, develop brand equity and ‘trusted partner’ relationships.
• Leverage relationship to drive client engagement and subscription with respect to treasury products.
• Meet all sales metrics – client calling, client visits, and other client engagement.
• Map client to determine client suitability and appropriateness for these products.
• Working with ALM/Investment to scope opportunities to deploy derivative and hedge products.
• Drive client engagement up the value chain towards higher value, higher margin treasury products.
• Work with ALM/Investment, Foreign Exchange Desk, and Treasury Operations to ensure proper recording, keeping, and booking of client investments.
• Other duties assigned by the Treasurer from time to time
• Contribute to building the CIGL’s reputation in the markets through personally demonstrating a high level of professionalism at all times, and through developing mutually beneficial working relationships with clients, agents, advisors, counter-parties, etc.
• Support the Treasurer in marketing and relationship calls.
• Builds and establishes individual market presence.
• Coordinate and manage relationships with financial service providers.
• Negotiate fees and rates with clients.
• Intervene in escalated banking-related issues.
• Revenue and volume growth
• Client product utilization and cross-sell ratio
• Client revenue and volume growth
• Number of bespoke deals closed
• Client satisfaction survey performance
• Sales coverage metrics
Derivatives product volume growth

Requirements:

• Customer Needs Identification
• Knowledge of treasury and derivative products
• Understanding of financial markets and market dynamics
• Domestic and international market awareness
• Knowledge of investment portfolio strategy and financial instruments
• Networking / Relationship building
• Microsoft Excel, Word, and PowerPoint skills
• Analytical
• Astute and assertive
• A big picture thinker
• A relationship builder and team player
• A good teacher
• Strong external relationships
• Communication skill
• Organizational
• Proven ability to meet/exceed targets and deadlines
• Customer Service
• Confident
• Strong leadership
• Relationship management
• Strong interpersonal skills
• Problem solving
• Time management
• Self management