Job description
Reporting to the Head of Treasury
Client interactions with Treasury are moving towards digital channels. This shift is a consequence of client pull, as clients adopt new channels and workflows; as the business seeks greater automation and efficiency; and regulatory mandates for greater transparency. This change in client behavior impacts Treasury’s sales functions in terms of both people and systems.
The purpose of this role is to lead the adaptation of TREASURY’s sales capability to the increasing relevance of digital channels in the way clients trade with TREASURY. Broadly, this means:
driving usage of digital channels across TREASURY’s client base, product sets, and geographies and assuming primary responsibility for TREASURY’s market share and
profitability in this regard
delivering a robust platform for client digital interactions, that provides clients with excellent service and integrates with Tradingmaximising the profitability that TREASURY derives from the shift from voice/chat to structured digital channels, including optimising use of the resulting data generated by
client behaviour.
Strategic Alignment
Ensure TREASURY provides excellent client service across all phases of the electronic trading lifecycle, including onboarding and support
Develop understanding of client needs, and communicate TREASURY’s offering, with respect to electronic trading, across flow and structure solutions across multiple asset classes
Work with Sales team to ensure TREASURY provides clients using digital channels with quality service and advise
Ensure client-facing digital channels and functionality meet client needs for electronic price discovery, trade execution and data analytics, while allowing TREASURY to operate within appropriate control structure and risk parameters, in alignment with international regulation and standards of conduct (requires collaboration with Trading)
Manage TREASURY relationships with client-facing multi-bank platforms
Work with relevant IT teams to guide development of electronic sales technology
Produce relevant marketing materials, in conjunction with TREASURY Marketing team
Drive the use of client-facing digital tools by internal teams, including TREASURY’s clients within the Group
Required skillsets extracted from the above would include ability to work with a variety of stakeholder (clients, sales trading, risk and operations, IT) analytical ability, understanding of technology, influence and drive to get things done
Lead desk profitability in line with the desk mandates
Risk Management
Forecast and evaluate potential financial risks and ensure accurate controls are in place to minimize the impact
Manage and mitigate reputational and regulatory risks to TREASURY’s business arising from clients trading with TREASURY through regulated and unregulated digital markets and channels, including compliance with regulatory initiatives and rules imposed by private market operators. This includes account opening and all associated KYC requirement.
Information management
Responsible for building and tracking market share on pre-identified platforms and trading venuesDisplay a workable knowledge of relevant systems and interdependencies between these systems
Drive use of data to manage customer profitability and flow across digital channels
Work with multi-bank platforms and TREASURY Sales to extend TREASURY’s client reach and access new clients
Team management
Establishing and building a culture within which teams and individuals can take responsibility for developing their own skills, performance and behaviour
Manage a team of technical specialists to ensure the continuous predictable delivery of the required platforms
Providing individuals and teams with clear, constructive feedback
Defining and communicating clear performance objectives and standards
Reviewing performance and delivering incentives in a fair and consistent manner.INI
Minimum Qualifications and Knowledge
Bachelor of Computer Science, Engineering, Commerce or related field
Master’s degree (beneficial but not mandatory)
Technical Knowledge/Skills and Experience
In depth understanding and application of:
Internal and external client needs in electronic markets
Competitive electronic sales environment
Treasury products in context of digital sales landscape
Business value chain, process and systems
Experience:
Ability to work with a variety of stakeholder in Sales and Trading environment
Client engagement, with local and international institutional investors
If you meet the above requirements, please submit your application online through the ink below;
Only shortlisted candidates will be contacted.
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