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Treasury Sales Dealer job at Equity Bank | Apply Now

Are you looking for Marketing and Sales Jobs in Uganda 2024? If yes, then you might be interested in Treasury Sales Dealer job at Equity Bank

Kampala, Uganda



April 10, 2024 at 2:00:00 PM

About the Organisation

In 1984, Equity Building Society -now the bank arm of the group- was founded, and has recorded various key milestones through the years

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Job Title

Treasury Sales Dealer job at Equity Bank

Job Description

The holder of the position will be responsible for providing treasury solutions to all clients’ segments, meet clients FX, hedging and Investment Requirements and increase Bank’s share of wallet.

Duties and Responsibilities

Revenue Generation

  • To maintain and improve profitably within both Retail & Corporate customers portfolio.

  • Selling FX spot and vanilla forward products to both new and existing clients.

  • Providing solutions / pricing to meet clients FX needs.

  • Frequent engagement of branches including upcountry branches as well as existing and new to bank clients.

  • Conduct a wallet sizing exercise for the existing FX customers within your respective portfolio.

  • The effective and efficient management of all the Retail & Corporate Sales desk activity that may involve managing an outstanding relationship with all the clients.

  • Interaction with clients on daily basis and commitment to deliver best services in this competitive environment.

  • Effectively maintain a portfolio of both Retail and corporate clients that are productive as far as generating FX income is concerned.

  • To call and meet clients regularly for business liaison and to advise the markets expected FX.

  • Responsible for generating business revenue as per set targets.

Operational Management

  • Constantly and effectively adhere to individual dealing limits as spelt out in the internal policy document.

  • Accuracy of records, appropriate application of products and correctness of P&L reporting.

  • Profit reconciliations in liaison with back-office department.

  • Timely follow up on all reconciliation items.

  • Timely monitoring of dealing mandates for corporate customers.

  • Ensure that execution and confirmation of deals with customers is done on a recorded line and within the dealing room premises.

  • All client’s dealings and engagements should be as per the assigned job description.

  • To provide market commentary on foreign exchange rates, Interest rates and charts where necessary, and thereafter send to selected group of customers via E-mail on daily basis.

  • To prepare a physical call plan in coordination with the relationship officers in the respective BU, to visit them on regular basis, and to write call reports and follow-ups actions. Client meetings are integral part of the assignment.

  • To provide the customers/ branches with daily FX rates.

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Qualifications and Competencies

  • Bachelor’s degree in economics or business-related field.

  • Professional Qualifications: ACI dealing Certificate.

  • 3 years progressive experience in Treasury Sales.

  • Thorough understanding of the local and international financial services industry.

  • General banking experience.

  • Financial analysis Skills: Ability to analyze market information and provide structured solutions.

  • Analytical business and investment appraisal Skills: Able to provide advice and cause/effect evaluation to support business decision making.

  • Technology Skills: High level of computer literacy.

  • Industry knowledge: Knowledge of foreign exchange markets and trends of major currencies.

  • Goal driven and results oriented: Enjoys being measured, and judged by financial and other performance targets.

  • Personal Ethics: Has a strong service ethic and demonstrates integrity in work and business contacts.

  • Communication Skills: strong evaluation, communication and reporting skills.

  • Interpersonal Skills: Builds relationships and networks easily with ability to interact with key contacts in finance sector.

  • Work balance: Ability to balance opposing business requirements as well as long- and short-term requirements independently.

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How to Apply

If you believe you can clearly demonstrate your abilities to meet the criteria given above, please submit your job application cover letter along with a detailed resume, copies of the relevant certificates and testimonials in a single PDF file format, quoting the respective Job title or Ref no. in the subject field to

• Only short-listed candidates will be contacted.
• Equity Bank is an equal opportunity employer. We value the diversity of individuals, ideas, perspectives, insights and values, and what they bring to the workplace.


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