Secretary.Head of Sales.Treasury and Capital Markets

Job Purpose

• Provide comprehensive secretarial and administrative support to the Group Treasury Head of Sales (TGM) and assist in the efficient day-to-day management of the Sales leadership office.

• Support the Treasury & Global Markets Sales team on all general administrative, coordination, and reporting matters to ensure smooth execution of business activities.

Key Result Areas

• Maintain internal discipline and organization of the Group Treasury Head of Sales’ office by effectively managing meetings, appointments, calendars, client engagements, and internal discussions.

• Prepare and manage the daily and weekly schedule of the Group Treasury Head of Sales, including internal meetings, client meetings, roadshows, and management forums.

• Coordinate and follow up with Sales Heads, Product Heads, Trading, Structuring, Risk, and Operations on assigned action points and deliverables.

• Assist in client-related logistics, including meeting arrangements, travel bookings, hotel reservations, visas, and coordination with relationship teams where required.

• Act as a liaison between Sales, Trading, Structuring, Operations, Compliance, Risk, Finance, Admin, and external service providers on administrative matters.

• Coordinate and follow up on Admin and Technology Helpdesk requests, including system access, user administration, hardware requests, and Sales desk setup.

• Handle expense claims, reimbursements, and sales-related travel expenses in coordination with CAD, ensuring full compliance with Bank policies.

• Maintain and track Sales team leave records, travel schedules, and key events calendar.

• Support onboarding of new joiners within TGM Sales, including access requests, workspace coordination, and induction logistics.

• Assist in organizing Sales meetings, offsites, strategy sessions, townhalls, and client events.

• Prepare minutes of meetings, maintain action trackers, and ensure timely follow-ups.

• Handle sensitive information with a high degree of confidentiality, particularly relating to clients, revenues, pipelines, and strategic initiatives.

• Perform any other duties assigned by the Group Treasury Head of Sales from time to time.

Knowledge, Skills and Experience

• High level of maturity with strong communication skills to balance the needs of senior management, Sales teams, and external stakeholders.

• Strong interpersonal and organizational skills with good command of spoken and written English.

• Ability to manage pressure, prioritize tasks, and handle sensitive situations inherent to a fast-paced Treasury Sales environment.

• Proficient in MS Office (Word, Excel, PowerPoint, Outlook) and familiar with internal HR and expense systems.

• Prior experience in Treasury, Global Markets, Banking, or Financial Services is an advantage