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We are seeking a highly motivated and skilled FX Sales professional to manage and grow a relevant wallet of portfolio clients. This is a seasoned professional role that applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflows within the FX Sales function. The successful candidate will integrate subject matter and industry expertise, with a deep understanding of how various areas collectively integrate and contribute to the objectives of the function and overall business. This role is central to expanding our market presence, aiming to activate/reactivate clients, manage existing relationships, and requires a proactive approach to client engagement, leveraging data for strategic decision-making. FX automation knowledge plays a key role in the growth of this business. The successful candidate will be instrumental in driving client activity and ensuring seamless, efficient service delivery.
Job Responsibility:
Client Relationship Management: Proactively manage and develop relationships with a large base of low-touch institutional clients within the assigned portfolio, identifying opportunities for increased engagement and product adoption
Data Analysis & Insights: Utilize strong data analytical skills to identify client needs, trading patterns, and potential growth areas, translating insights into actionable sales strategies
Execution & Support: Facilitate client trading activities, ensuring efficient and accurate execution of FX transactions across various digital platforms
Product Expertise: Serve as a subject matter expert on digital FX products, providing clients with comprehensive information and guidance on platform functionalities and solutions
Process Adherence & Risk Management: Maintain rigorous adherence to all internal processes, regulatory requirements, and risk management protocols inherent to the FX business, ensuring client and institutional compliance
Communication & Collaboration: Maintain clear, concise, and professional communication with clients and internal stakeholders, providing regular updates and addressing inquiries effectively
Market Intelligence: Stay informed on market trends, competitor activities, and regulatory changes within the FX landscape to provide relevant advice and anticipate client needs
Strategic Growth: Aid in achieving specified goals in both market and wallet share for the identified client franchise
Governance and Control: Lead strong governance and controls, working in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, and Finance to ensure appropriate governance and control infrastructure
Requirements:
5-8 years of experience in client-facing roles with a proven track record of growing and maintaining relationships through value-added service and commercial skills
Some experience in FX products (Spot, Forwards, NDFs, Options, Swaps), preferably with exposure to high-volume client segments or portfolio management
Exceptional data analysis capabilities, with a strong ability to interpret complex datasets and translate them into commercial opportunities
Excellent written and verbal communication and interpersonal skills, with the ability to articulate financial concepts clearly
In-depth knowledge of digital FX products, platforms, and e-trading solutions
Strong understanding of FX market dynamics, regulatory frameworks, and inherent risks
Demonstrated diligence and meticulous attention to detail in process execution and risk mitigation
High degree of organization and self-discipline to manage a large client portfolio effectively
An entrepreneurial approach for business origination and developing new relationships
Ability to work independently and as part of a team in a fast-paced, dynamic environment
CPA 20 required
Bachelors/University degree or equivalent experience