Director, Treasury Leverage Sales - Retail & Wealth

Mashreqbank PSC; United Arab Emirates; On-site; AED 300,000 - 400,000; Full time

Job summary

A financial institution in the UAE is seeking a seasoned professional to lead and expand the leveraged Treasury sales business. This role focuses on delivering P&L, managing margin risks, and enhancing client acquisition for approved leverage-based solutions. Candidates should have a strong background in leveraged FX or margin trading, with 8–10 years of experience and relevant qualifications in finance. This position offers the opportunity to drive significant revenue growth while ensuring compliance and risk management standards.

Qualifications

• 8–10+ years in leveraged FX or margin trading/sales with proven P&L accountability.
• Strong command of leverage mechanics, liquidity, and volatility management.
• Proven leadership in high-risk Treasury sales environments.

Responsibilities

• Lead and expand the leveraged Treasury sales business.
• Define and monitor margin ladders and stop-out thresholds.
• Coordinate with Trading to maintain competitive spreads.
• Drive continuous training for RMs and dealers.

Skills

P&L delivery

Client acquisition

Margin management

Risk management

Training and awareness

Education

Bachelor’s/Master’s in Finance or Economics

ACI, CFTe, or CFA preferred

Job description

Job Purpose

Lead and expand the leveraged Treasury sales business covering approved margin FX, leveraged structured deposits, and other eligible leverage-based solutions for qualified Retail and Wealth clients.

Accountable for P&L delivery, margin risk management, client acquisition and project suitability while maintaining strong control, compliance and conduct standards

Key Result Areas

• Revenue Delivery: Meet and exceed leveraged Treasury revenue targets through disciplined client acquisition and retention.
• Margin Management: Define and monitor margin ladders, stop-out thresholds, and exposure limits in line with Market and Credit Risk policies.
• Product & Platform Leadership: Oversee leveraged FX, margin accounts, and approved structured yield products for eligible clients.
• Suitability & Conduct: Ensure comprehensive appropriateness testing, disclosures, and ongoing reviews of client eligibility.
• Pricing & Execution Quality: Coordinate with Trading to maintain competitive spreads and liquidity under volatile conditions.
• Digital & Systems Integration: Partner with Digital and IT to enhance margin monitoring tools, alert systems, and real-time dashboards.
• Risk & Audit Control: Ensure strong audit ratings with zero tolerance for breaches or unapproved leverage.
• Training & Awareness: Drive continuous training for RMs and dealers on product risks, margin protocols, and client communications.

Knowledge, Skills and Experience

• Bachelor’s/Master’s in Finance or Economics; ACI, CFTe, or CFA preferred.
• 8–10+ years in leveraged FX or margin trading/sales with proven P&L accountability.
• Strong command of leverage mechanics, liquidity, and volatility management.
• Proven leadership in high-risk Treasury sales environments.

Track record of “low-risk” audit results and compliance excellence.