Regional Treasury Sales Dealer at Family Bank Ltd

• Location: Coast Region, Mt Kenya Region And Rift & West Region
• The Regional Treasury Sales Dealer is responsible for driving Treasury and client relationship management business across a designated region. The role focuses on corporate, MSME, and retail clients, promoting FX products, advisory services, and hedging solutions to support the Bank’s strategic growth and Tier 1 scaling objectives.

Key Responsibilities:

• FX Sales & Revenue Generation
• Achieve assigned regional FX sales targets through new client acquisition and portfolio growth.
• Promote FX products including spot, forward contracts, swaps, and hedging solutions.
• Develop tailored solutions for corporate and MSME clients to manage currency risk.
• Client Relationship Management
• Maintain and strengthen relationships with regional clients to increase loyalty and repeat business.
• Provide advisory services on FX exposure, currency risk, and hedging strategies.
• Resolve client inquiries and issues promptly to maintain high satisfaction levels.
• Market Intelligence & Strategy Support
• Monitor local and international FX market trends to provide insights into clients and management.
• Support regional FX strategy development aligned with treasury and business objectives.
• Collaborate with treasury and FX trading teams to deliver optimized client solutions.
• Risk & Compliance Management
• Ensure all client transactions comply with internal policies, regulatory requirements, and approved risk limits.
• Compliance with regulatory requirements and guidelines.
• Reporting & Collaboration
• Prepare regular reports on regional FX sales performance, client engagement, and pipeline and maintain an active call sheet.
• Work closely with regional branch teams, commercial banking, and MSME teams to drive crossselling and client solutioning.

Key Performance Indicators (KPIs):

• Achievement of regional FX sales and revenue targets.
• Growth in client portfolio (corporate, MSME, and retail clients).
• Client retention and Satisfaction metrics.
• Compliance with regulatory requirements and internal trading policies (100%).
• Number of advisory and hedging solutions implemented for clients.
• Timely and accurate reporting of regional FX Activity.

Qualifications & Experience:

Academic Qualifications:

• Bachelor’s degree in Finance, Economics, Banking, or related field (Master’s preferred).
• Professional certifications such as CFA, ACI, or relevant treasury/FX certifications are advantageous.

Experience:

• Minimum 3–5 years of experience in Banking in a relationship management role.
• Proven track record of achieving FX sales targets and managing client portfolios.
• Experience working with corporate, MSME, and retail clients across regions.
• Exposure to high-growth or transforming banking environments is an advantage