Head FX Sales at Fidelity Investments

, , Ghana -

Full Time

Start Date

Immediate

Expiry Date

20 Sep, 26

Salary

0.0

Posted On

22 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

FX Sales, Portfolio Management, Financial Markets, Business Development, Relationship Management, Risk Management, KYC, Anti-Money Laundering, Analytical Skills, Communication Skills, Microsoft Office, Sales Management, Market Analysis, Strategic Thinking, Leadership, Time Management

Industry

Financial Services

Description

3. JOB PURPOSE • Management and development of the Retail and Corporate portfolio • Coordinate with RMs, ROs and other stakeholders in Retail and Corporate sales activities. • To become the preferred point of contact both externally and internally for Financial Markets sales activities. • Explore and define the business opportunities in the Financial Markets sales function with a focus on Retail and Corporates business unit. • Play a leading role in the drive to increase Fidelity Bank’s sources of FX and FI business 4. RESPONSIBILITIES • Provide Financial Markets solutions to Retail and Corporate clients to meet client’s desired FX and investment needs and growing the bank’s share of the wallet. • Trading with customers directly is required. • Manage spreads to generate income from FX transactions and input transactions on the blotter in a timely and accurate manner; be innovative with FX purchases and FX allocation per SBU adhere to SLAs (cut-off times for position passing, reconciliation); ensure data on blotter tallies with data in flexcube. • Develop close contacts and work closely with Retail and Corporate Desk Heads to maximize revenue for existing and new clients; identify prospects and clients requiring Financial Markets services; develop call plans, prepare proposals, finalize sales, and oversee implementation of services. • Promote the expansion and penetration of Financial Markets business into existing customers and expand the customer base for Retail and Corporates • Meet various volume profitability targets as set: • Ensure Fidelity Bank Ghana policies, procedures, relevant credit and dealer limits, and regulatory standards are always adhered to. • Take an active role in your own training and development plan. • Compile an annual portfolio business plan and ensure that regular weekly and monthly feedback on performance on performance is circulated to all stakeholders. • Maintain a high level of client satisfaction by generating, managing, and servicing the Financial Markets needs of Retail and Corporate clients and prospects. • Support the community of professionals that work at the Bank by promoting and practicing a One Team approach to accomplishing duties, goals, and objectives. • Interact with bank management and clients as appropriate with sufficient independence, visibility, and authority to effectively manage all areas of responsibility. • Other duties as assigned. Risk Management • Ensuring a strong compliance culture • Ensuring adherence to all the policies and procedure of the bank • Entertain clients as permitted under the bank’s compliance policies. • Ensuring high quality of service to all clients (reputational risk) • Be knowledgeable on all KYC and Anti money laundering regulations or requirements specified by the bank. • Ensure adherence to approved dealer limits 5. FORMAL LEARNING REQUIREMENTS Education Level: Graduate Qualification Required (Essential): Bachelor’s Degree Qualification Required (Preferred): ACI Dealing Certificate Experience Required Minimum two years banking experience preferably in Financial Markets sales, product sales or other related experience 6. KNOWLEDGE, SKILLS AND EXPERIENCE Personal Attributes: • Attention to detail. • Business awareness • Strong ability to manage relationships. • Must be innovative and creative. • Ability to work in dealing room environment. • Ability to work with speedwith speed and accuracylaccuracy. • Ability to maintain confidentiality of client information. • Ability to work with the immediate team, RMs from other SBUs, clients, and outside agencies professionally and tactfully. • Possess a strong work ethic while maintaining a healthy work/life balance. • Be a team player. Skills and Experience • Computer literacy – Medium to High proficiency • Good mathematical and analytical skills with ability to make speedy and accurate decisions under pressure. • Good interpersonal and communication skills must be a team player. • Knowledge of local exchange control regulations. • Should possess the ability to analyse market information and take prompt and appropriate action to optimise on profit opportunities. • Ability to work quick and accurately under pressure is essential. • Ability to resolve external issues expeditiously. • Knowledge of Financial Markets products, Central bank regulatory requirements, policies, and procedures. • Proven sales management and business development skills. • Excellent analytical and organizational skills. • Proficiency in Microsoft Office • Demonstrated leadership qualities and the ability to function independently. • Ability to take initiative and prioritize tasks, good time management, problem prevention, and problem-solving skills. • Good written and oral communications skills. • Ability to generate relevant reports. Other Requirements Specific to the Role • Knowledge of other parts of Financial Markets • A sound understanding of the workings of the corporate banking, operations; with a focus on the Retail and Corporates. • A willingness and ability to pro-actively manage customer relationships through on-site visits, presentations, and social gatherings. • A high level of self-direction is expected at this level. • A total commitment to sales and customer orientation • Assisting in the management of customer bank relationships across different business lines 7. COMMUNICATIONS AND WORKING RELATIONSHIPS Internal • Relationship Managers and business heads • Financial Markets Operations & Branch Operations • Trade Services • Compliance • Internal Control • Executive Committee members External • Bank’s clients • Marketing staff of other banks • Bank of Ghana Financial Markets and BSD staff • Organised bodies within the assigned sector 8. INFORMATION SECURITY RESPONSIBILITIES • Abide by the bank’s ISMS (Information Security Management Systems) policies and procedures. • Safeguard the bank’s information assets in accordance with its ISMS policies and procedures

Responsibilities

Manage and develop Retail and Corporate portfolios to increase the bank's FX and Fixed Income business. Provide financial market solutions to clients while ensuring adherence to regulatory standards and internal risk policies.