Jobs at Willers Solutions Limited

Responsibilities

• Manage daily trading to ensure timely execution of the orders and confirming that they are in compliance with regulatory policies.
• Maintain and update inventory records of fixed-income securities.
• Identify and leverage opportunities by developing innovative trading ideas and making entry into new markets.
• Develop a trading strategy that responds to trends in the current market.
• Develop and monitor assessments on portfolio risk by collaborating with analysts and portfolio managers.
• Keep up to date on and monitor market trends, economic news and conditions in order to keep their clients informed about the direction of their investments.
• Must be knowledgeable of the banking industry and be aware of trends and other issues that could impact the investment portfolio or bank’s funding strategies.
• Should have an in-depth knowledge of financial markets and be able to ascertain the value of one product when compared to other options.
• Maintain an in-depth understanding of all fixed income investment products that are deemed suitable for financial institutions.
• Build and maintain relationships with municipal dealers, fixed income salespeople and downstream bank clients. Assist senior trader in sourcing product for the sales team.
• Have daily discussions with fixed income dealers, sales people and division customers regarding economy, fixed income strategies and the general banking environment.
• Provide research and fixed income ideas to salespeople on a daily basis as they work with their customers.
• Create accounting spreadsheets for quarterly bank reporting.
• Provide excellent customer service for both internal and external customers

Requirements
Qualifications:

• Minimum of a First Degree in Finance, Accounting, Management or any related field.

Experience:

• Two (2) to four (4) years experience in Banking, Finance, Treasury Management Sales and/or Service environment.
• Should possess understanding of bond markets, the economy and interest rate correlations.
• Must be able to evaluate securities and discern value in the market.

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Responsibilities

• Grow Treasury Product Revenue through direct sales
• Uphold ample business relationships with financial service providers, the company’s bankers and financial brokers
• Focus on growth of new client relationships and expansion of existing relationships
• Accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal  /presentation development/delivery
• Maintain a strong client focus, treasury industry expertise, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services
• Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities
• Perform product research and identify appropriate solutions for customer requirements and satisfaction
• Manage client calls and contacts and meet all assigned goals
• Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions for customer pain points
• Understand our competitors’ environment, capabilities and gaps to effectively position the company for success.

Experience and Qualifications

• Minimum of a First Degree in Finance, Accounting, Management or any related field
• Prior Treasury Management Sales experience required
• Two (2) to four (4) years experience in Banking, Finance, Treasury Management Sales and/or Service environment
• Knowledge of Account Analysis and Treasury Management Pricing required
• Understanding of Payment and Receivable processes.