Vice President – Forex & Treasury Solutions Megma Services

The Corporate Institute; Mumbai; On-site; INR 12,000,000 - 18,000,000; Full time

Benefits offered by this job

ESOPS

Partner revenue sharing

Job summary

IFA Global, in collaboration with Billionz, seeks a VP/Director – FX and Liabilities & Treasury Advisory in Mumbai (BKC). The role is entrepreneurial, overseeing own FX and treasury advisory book, with revenue share on clients acquired and advised on an annuity basis.

The incumbent will manage P&L for FX risk management and portfolio advisory, engage with promoters/CFOs, and cross-sell wealth management services. Prior treasury experience in banks or corporates is required.

Qualifications

• Experience with FX forwards, export-import trade finance and options book in banking or corporate treasury.
• Strong understanding of treasury management and markets analysis.
• Excellent Excel skills and ability to present complex data clearly.
• Strong written and spoken English communication, meeting skills.

Responsibilities

• Entrepreneurial role managing own FX and treasury advisory book with revenue share on client books.
• Maintain P/L and deliver FX risk management and portfolio advisory for corporates.
• Lead cross-sell into wealth management and related treasury services.

Skills

FX forwards

Trade finance

Options book

Excel skills

English communication

Education

CA/CFA/MBA

Job description

Leading Wealth mgt and financial advisory firm requires VP/Director – FX and Treasury Advisory – Mumbai

One of our client a Multi-Family Office and Advisory firm, is a subsidiary of leading financial services and Wealth mgt firm a leading player in FX and Treasury management for over 20 years.

We provide tailored investment solutions to High-net-worth individuals (HNIs), family offices, single-family businesses, and trusts. Our bespoke investment advisory services are crafted to meet the unique objectives of each client, offering a “state-of-the-art” approach. Our extensive industry network, collaborations, and credibility are the cornerstone of our success

It is a one stop Treasury and FX Solutions firm that has been successfully established for more than 20 years. We engage with Indian and global clients ranging from Rs. 200 crs to Rs.10000 crs topline in various industries.

Its wealth Management arm which is a multifamily office and helps multiple family offices and HNI’s. Under the leadership of its CEO its team has catered to over 950 clients and has managed a cumulative client exposure of over 20 billion USD across various industries. To know more about us you can visit www.ifaglobal.net & www.billionz.in Role Description Roles &

Responsibilities:

• This is an Entrepreneurial role for candidates who would be managing their own FX and treasury advisory book and manage P/L with and would have a good share in revenue on clients acquired and advised on an annuity basis.

Role Overview:

• This is an Entrepreneurial role for candidates who would be managing their own FX and treasury advisory book and manage P/L with and would have a good share in revenue on clients acquired and advised on an annuity basis.
• VP/Director/Partner – FX and Liabilities & overall Treasury Advisory for Corporates (Age 32 to 50 years
• (Candidates in Banks Dealing rooms , or Corporate Treasuries may apply).CTC + plus partnership model on books and cross sell with unlimited upside.
• Location-Mumbai – BKC
• Candidates would be responsible for maintaining P&L for advising clients on FX risk management and portfolio management services. (People in FX banking dealing rooms or corporate treasuries and banking dealing room experience may only apply.)
• Major activities would include improving FX effectiveness, bank dealings and negotiations, managing hedge ratio, market research, treasury diagnostics and policy implementation, modelling, MIS and attending meetings at promoters/CFO levels across India and Abroad.
• The incumbent would also be responsible for cross-sales for additional services like wealth management to new and existing clients.
• The incumbent would be involved in large scale treasury optimization projects, policy making etc. for well-known companies in India.
• The incumbent should build relationships at the relevant levels and leverage the relationships for enhanced business.

Experience / Eligibility & Skill Set Required:

• We prefer candidates from the banking treasury dealing rooms who understand all aspects of FX, Banking, Liabilities and Investments with 10 -25 years of experience.
• If you have handled FX in corporate treasury you need to have client serving experience in a broking or banking set up at a sell side.
• Pure Corporate treasury experience may not be suited. It’s a blend of everyday advisory and handling a team P&L role.
• Prior experience of handling a team of 4-5 members would be an added advantage.
• Entrepreneurial mindset and burning desire to grow is necessary to succeed in this role. Avid readers, smart and highly motivated people only apply.

Qualifications:

• CA/CFA/MBA(Finance) preferred.
• Experience of managing FX forwards, export-import trade finance, and Options book is must in a bank or corporate.
• Candidates should have knowledge of Economics and should be passionate about Treasury and Financial Markets analysis and news.
• Candidates should have excellent Excel skills.
• Strong English Communication (written/verbal) and Meeting Skills are critical criteria for the role.

What is there for you?

• Exposure to working closely with the CEO and other directors with key clients.
• Advanced knowledge of FX and treasury management while managing and meeting treasury teams across different industries.
• Presentation and Communication skills – Exposure to meeting and advising the CEO/CFO of large companies.
• Advanced concepts of markets, liabilities, advanced predictive models, advanced options, etc.
• Understanding of asset allocation and quantitative allocation across all wealth products. (MF’s, PMS, REITS and all alternates)
• Exposure to handle large teams, hiring and own P&L.
• Be part of a growing team under IFA Global and Billionz.
• Additional ESOPS and unlimited 20% sharing on Partner books with unlimited upside and cross sell.
• Access to visit clients across events in Europe, Asia and Middle east