Analyst, Financial Institutions Treasury

Treasury Department – Analyst, Financial Institutions Treasury

Mandate

• To assist the Head of Treasury and Deputy Head of Treasury in managing the Branch’s Treasury department (Financial institution management)

Key Tasks

• Client Acquisition & Maintenance
• New Client Development - Identify potential clients through different channels. Build and maintain client profile.
• Client Relationship Management - Conduct regular visits to key clients. Monitor changes in clients' financial needs.
• Product Marketing
• Recommend tailored product portfolios
• Explain product features and risk disclosures
• Execute sales processes (KYC, suitability assessment, etc.)
• Account Management
• Assist with account opening/modification/closure
• Handle basic transactions (deposits, transfers, etc.)
• Credit Services
• Preliminary credit assessment
• A...