Oman Investment Bank

Sales Assistant Specialist, Transaction Banking

Muscat, OmanPosted 2 days ago

Salary
AED 9k–13k a month· est.
Job type
Full time
Level
Junior
Field
Finance & Accounting
Work mode
On site

About the role

Oman Investment Bank is creating a new benchmark for investment banking in the region. Backed by the Government of Oman and guided by internationally experienced professionals, we are building a leading corporate investment bank that connects local opportunity with global markets. As part of our growth journey, we are seeking talented and ambitious individuals who are driven by excellence, innovation and impact. Joining Oman Investment Bank means becoming part of a purpose-led organisation that is helping to deliver the objectives of Oman Vision 2040 while offering exceptional opportunities for professional development, international exposure and long-term career growth. Responsibilities: The Sales Assistant Specialist – Transaction Banking will support the team in managing and servicing the bank’s existing corporate and institutional client portfolio. The role will primarily focus on FX transactions, with increasing involvement in Trade Finance products as the business develops. The role must combine strong mathematical aptitude with excellent communication skills, and the ability to manage demanding workloads and tight deadlines. Client Service & Transaction Operations • Support the team in servicing the existing corporate and institutional client portfolio, handling daily requests, inquiries, and high transaction volumes. • Assist with client FX transactions. • Support clients across Letters of Credit, Bank Guarantees, and Documentary Collections. Relationship Management & Business Development • Coordinate with Relationship Managers, Treasury, Operations, Compliance, and Product teams; escalate operational issues and client concerns appropriately. • Assist in managing and developing client relationships, negotiating the terms of business and enhancing the service solution. Reporting, Compliance & Record Keeping • Prepare transaction volume reports, client activity summaries, and management updates, and perform financial analysis. • Maintain complete and accurate transaction and client records, including onboarding files for audit and regulatory purposes. Market & Sector Expertise • Maintain in-depth knowledge of market practices, regulatory developments, and competitive offerings across the GCC, Sub-Saharan Africa, Asia, and CIS. • Assist your management in building segment-specific propositions for high-priority industries (e.g., agriculture, fertilizers, metals and mining, real estate, tourism, FMCG etc). Team & Stakeholder Engagement • Assist in preparing for and representing the bank at client meetings, regional industry forums, and transaction banking conferences by compiling briefing materials, presentations, and follow-up action items. Requirements: Academic Qualifications • Bachelor’s degree in Finance, Economics, Banking, Mathematics, Business Administration, or a related field. Professional Qualifications • Professional certification such as CIA, CPA, ACCA, or equivalent is highly preferred. Experience • 0 – 3 years of relevant experience in banking, financial markets, Treasury, FX sales, Transaction Banking, or Trade Finance. • Client-facing banking experience and strong quantitative academic performance are advantages. Knowledge / Skills Required • Excellent numerical aptitude and mathematical accuracy (essential). • Strong analytical skills, attention to detail, and Excel proficiency. • Ability to learn banking products and financial markets quickly. • Excellent written and verbal communication skills, with confidence interacting with corporate clients. • Professional client-service approach; English fluency, with Arabic highly desirable. • Clear long-term career ambition in banking and financial markets. • Ownership, initiative, resilience, adaptability, and strong work ethic. • Ability to perform under pressure, prioritize competing demands, and meet tight deadlines. • Flexibility to work extended hours when business requirements demand. Benefits: • Performance Bonus • Training & Development • Private Health Insurance • Pension Plan • In addition, expatriate employees will receive a relocation allowance and annual return flights for themselves and their eligible dependants

Requirements

Bachelor’s degree in Finance, Economics, Banking, Mathematics, Business Administration, or a related field. Professional certification such as CIA, CPA, ACCA, or equivalent is highly preferred. 0 – 3 years of relevant experience in banking, financial markets, Treasury, FX sales, Transaction Banking, or Trade Finance. Client-facing banking experience and strong quantitative academic performance are advantages.

Responsibilities

The Sales Assistant Specialist – Transaction Banking will support the team in managing and servicing the bank’s existing corporate and institutional client portfolio, focusing on FX transactions with increasing involvement in Trade Finance products. Responsibilities include: servicing the existing corporate and institutional client portfolio, handling daily requests and high transaction volumes; assisting with client FX transactions; supporting clients across Letters of Credit, Bank Guarantees, and Documentary Collections; coordinating with Relationship Managers, Treasury, Operations, Compliance, and Product teams; escalating issues; assisting in managing and developing client relationships and negotiating terms; preparing transaction volume reports, client activity summaries, and management updates; performing financial analysis; maintaining complete and accurate transaction and client records including onboarding files; maintaining knowledge of market practices, regulatory developments, and competitive offerings; assisting in building segment-specific propositions for high-priority industries; preparing for and representing the bank at client meetings and conferences by compiling briefing materials and follow-up items.

Skills

  • Excel proficiency
  • Financial analysis
  • Client relationship management
  • FX transactions
  • Trade finance
  • Letters of Credit
  • Bank Guarantees
  • Documentary Collections
  • Regulatory knowledge
  • Data reporting
  • Attention to detail
  • Strong verbal and written communication

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