Senior FX Dealer – Treasury Department

Banking & Finance
  • Banking & Finance
  • Nairobi


Senior FX Dealer – Treasury Department

Key Responsibilities

  • Grow FX portfolio by ensuring client retention and acquisition of new clientele.
  • Prepare client-meeting plans in coordination with other team members under the respective portfolios, visit them on a regular basis, and prepare visit reports and follow-up actions. Prepare and deliver customer presentations articulately and confidently.
  • Identify, target, and market to customers with the aim of growing the portfolio.
  • Develop and sustain relationships with clients.
  • Ensure a speedy and positive response to all requests from customers for a specific transaction, or for more general advice, or introduction to a more appropriate contact within the bank, whether or not the request is from the specifically allocated group of customers.
  • Engage in active dialogue with key clients within respective portfolios to understand their needs and address key issues.
  • Monitor daily profit and loss and positions in the trading book, and formulate hedging strategies to manage associated financial risks. Provide monthly performance reports on the portfolio to management and carry out periodical business analysis to ensure sustained profitability and growth of business.
  • Prepare and deliver informative and objective market intelligence to customers via research, bulletins, and face-to-face interactions.
  • Understand and ensure compliance with all applicable laws, regulations, and guidelines.
  • Work closely with Treasury back office and Finance departments to ensure accuracy of reports, including client data and business segments, and use the same to proactively drive the Forex sales business.
  • In liaison with other teams in the bank, drive the marketing plans for treasury business and ensure feedback received from clients is used internally to drive improvement as well as improvement of client’s loyalty due to better services.


  • Knowledge of Financial Market products
  • Knowledge of Sales Techniques
  • Understanding of banking, interest rates, and foreign exchange markets
  • Personable and confident with the ability to converse professionally with clients
  • Ability to market and establish lasting client relationships
  • First Degree in Business/Commerce
  • Minimum 5 Years of Experience
  • Experience in sales, service, relationship management, with a proven sales track record in the financial service industry. Understanding of Sharia’s principles and guidelines is a plus.

How to Apply

Please send your CV and cover letter to Please write in the English language.




Expert Tips To Be A Successful Applicant for Senior FX Dealer Position

  1. Understand the Financial Markets: Familiarize yourself with various financial market products and stay updated on market trends.
  2. Hone Your Sales Skills: Practice effective sales techniques to engage and retain clients.
  3. Build Strong Client Relationships: Focus on establishing lasting relationships with clients to enhance customer loyalty.
  4. Demonstrate Confidence: Show confidence in your abilities during client interactions and presentations.
  5. Stay Compliant: Ensure thorough understanding and adherence to all relevant laws, regulations, and guidelines.
  6. Continuous Learning: Keep learning and improving your skills to stay competitive in the financial industry.
  7. Effective Communication: Develop excellent communication skills to convey market intelligence and updates to clients clearly.
  8. Collaborative Approach: Work closely with internal teams to drive marketing plans and improve services based on client feedback.
  9. Adaptability: Be adaptable to changes in the market and industry trends to remain successful in your role.
  10. Showcase Your Experience: Highlight your relevant experience and achievements in your cover letter and CV to stand out as a qualified candidate.


[Your Name]

[Your Address]

[City, State, Zip Code]

[Your Email Address]

[Your Phone Number]


Hiring Manager


[Bank Address]

[City, State, Zip Code]

Dear Hiring Manager,

I am writing to express my interest in the Senior FX Dealer position at ChoiceBank, as advertised. With over [X years] of experience in sales, service, and relationship management within the financial industry, I am confident in my ability to contribute effectively to your team.

In my previous role at [Previous Company], I successfully managed a diverse portfolio of clients and consistently exceeded sales targets. My strong understanding of financial market products, coupled with my ability to build lasting client relationships, has allowed me to thrive in dynamic and competitive environments.

I am particularly drawn to ChoiceBank’s commitment to excellence and innovation in the financial sector. I am excited about the opportunity to leverage my skills and experience to drive the Forex sales business and contribute to the continued success of your organization.

Thank you for considering my application. I am looking forward to the opportunity to discuss how my background, skills, and enthusiasm align with the needs of ChoiceBank. Please find my CV attached for your review.


[Your Name]

Frequently Asked Questions

1. What qualifications are required for the Senior FX Dealer position?

  • The qualifications include knowledge of financial market products, sales techniques, banking understanding, and a minimum of 5 years of experience in sales, service, or relationship management.

2. How can I apply for the position?

  • You can apply by sending your CV and cover letter to, ensuring that your application is in English.

3. What is the salary range for the position?

  • The salary range for the Senior FX Dealer position will be communicated during the interview process and is competitive based on experience and qualifications.

4. What is the work environment like at ChoiceBank?

  • ChoiceBank offers a dynamic and collaborative work environment, with opportunities for growth and development within the organization.

5. How important is compliance in this role?

  • Compliance is essential in the financial industry, and adherence to all applicable laws, regulations, and guidelines is a fundamental aspect of the Senior FX Dealer role at ChoiceBank.

6. What opportunities are available for career advancement?

  • ChoiceBank provides opportunities for career advancement and professional development, with a focus on recognizing and rewarding employee contributions.

7. Is there room for creativity in this role?

  • While the role requires adherence to established processes and guidelines, there is room for creativity in developing innovative strategies to engage clients and drive business growth.

8. How does ChoiceBank support employee well-being?

  • ChoiceBank is committed to supporting employee well-being through various initiatives, including health and wellness programs, flexible work arrangements, and opportunities for work-life balance.

9. What sets ChoiceBank apart from other financial institutions?

  • ChoiceBank stands out for its commitment to excellence, innovation, and customer service in the financial sector, as well as its dedication to creating an inclusive and diverse workplace culture.

10. Are there opportunities for training and development?

  • Yes, ChoiceBank offers training and development opportunities to help employees enhance their skills, stay updated on industry trends, and achieve their career goals.

Possible Senior FX Dealer Interview Questions With Answers

. Can you tell us about your experience in the financial industry?

  • Answer: Certainly. I have [X years] of experience in sales, service, and relationship management within the financial industry, with a focus on foreign exchange markets and financial market products.

2. How do you approach building and maintaining client relationships?

  • Answer: I prioritize communication, trust, and reliability in building lasting client relationships. I ensure regular engagement, proactive communication, and personalized service to meet clients’ needs effectively.

3. How do you stay updated on market trends and changes?

  • Answer: I stay updated through continuous learning, research, and networking within the industry. I regularly attend seminars, read industry publications, and engage in discussions with colleagues and industry experts to stay informed about market trends and changes.

4. How do you handle challenging situations with clients?

  • Answer: I approach challenging situations with empathy, active listening, and a solutions-oriented mindset. I strive to understand the client’s concerns fully and work collaboratively to find mutually beneficial resolutions.

5. Can you provide an example of a successful client acquisition or retention strategy you implemented in your previous role?

  • Answer: Certainly. In my previous role, I implemented a targeted marketing campaign that focused on identifying and reaching out to potential clients within specific industries. This strategy resulted in a significant increase in client acquisition and retention rates.

6. How do you prioritize tasks and manage multiple responsibilities effectively?

  • Answer: I prioritize tasks based on urgency and importance, leveraging organizational tools such as to-do lists and calendars. I also communicate proactively with team members to ensure alignment and efficient task delegation.

7. Can you describe a time when you had to adapt to a sudden change in the market environment?

  • Answer: Absolutely. During a period of market volatility, I quickly adapted by revising our sales strategies to focus on more stable investment options and diversifying our client portfolio. This proactive approach helped mitigate risks and maintain profitability.

8. How do you ensure compliance with relevant laws and regulations in your daily work?

  • Answer: I stay informed about current regulations through regular training and updates from regulatory bodies. I incorporate compliance checks into my daily routine and seek guidance from compliance officers when needed to ensure adherence to all regulations.

9. What do you believe sets you apart from other candidates for this position?

  • Answer: I believe my combination of experience, expertise in financial markets, and dedication to client satisfaction sets me apart. My track record of exceeding sales targets and building strong client relationships demonstrates my ability to thrive in this role.

10. How do you handle pressure and tight deadlines in a fast-paced work environment?

  • Answer: I thrive under pressure and tight deadlines by maintaining a calm and focused demeanor, prioritizing tasks effectively, and leveraging teamwork to achieve goals efficiently. I also believe in proactive communication to manage expectations and ensure successful outcomes.

We wish you the best in your application process. ChoiceBank is committed to attracting and retaining the best employees from all races and backgrounds in our continued effort to become a better development partner. We are an equal employer and do not charge any application/recruitment fee, whether refundable or not.

Estimated Salary Range: $70,000 – $100,000 per annum, based on experience and qualifications.

Thank you for considering a career with ChoiceBank. We look forward to the opportunity to welcome you to our team.


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