Associate Director, Leveraged Sales Origination
Skills
About This Role
Job Purpose
Support the distribution and servicing of leveraged or margin-based products for retail and affluent clients, ensuring controlled execution and strong risk awareness.
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
- 4–6 years’ experience in retail investment products or brokerage.
- Basic understanding of margin and leverage concepts.
- Degree in Finance, Business, or related field.
- The leading financial institution in MENA
- While more than half a century old, we proudly think like a challenger, startup, and innovator
- in banking and finance, powered by a diverse and dynamic team who put customers first.
- Together, we pioneer key innovations and developments in banking and financial services.
- Our mandate?
- To help customers find their way to Rise Every Day, partnering with them through
- the highs and lows to help them reach their goals and unlock their unique vision of success.
- Delivering superior service to clients by leading with innovation, treating colleagues with dignity and fairness while pursuing opportunities that grow shareholders value.
- We actively contribute to the community through responsible banking in our mission to inspire more people to Rise.
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