Develop and maintain strong relationships with corporate, institutional, and individual clients.
Understand clients’ business needs and risk profiles to recommend appropriate treasury solutions.
Actively market and sell treasury products (foreign exchange, fixed income, etc.) to potential and existing clients.
Provide market insights and advisory services to clients, assisting them in navigating currency, interest rate, and liquidity risks.
Monitor global financial markets and provide clients with timely updates on economic trends, currency, and interest rate movements.
Execute client trades accurately and ensure best execution practices.
Coordinate with trading desks to secure competitive pricing and manage transaction flows.
Identify cross-selling opportunities with other departments to enhance client relationships and business turnover.
Conduct on-site sales and service meetings with clients to understand their needs and offer tailored hedging solutions.
Organize and lead client training sessions, ensuring they are well-informed about treasury products and services.
Actively contribute to the development of marketing and training materials.