Client acquisition: Actively call dormant accounts, prospects and network contacts to generate qualified leads and sales pipeline.
Re-build strong relationships with dormant clients to understand their FX and payment requirements and deliver customised solutions.
Where required attend networking and client events.
Where required win new business through cold calling/networking.
Negotiation and closure: Engage in negotiations with prospects, addressing concerns and adapting proposals to meet client needs.
Close deals and ensure all contractual elements are in place.
Support the re-onboarding process to ensure a smooth transition onto our platform for clients.
Growth and retention: Provide ongoing consultative support to clients regarding FX market insights, trends, and the implications for their currency exposure.
Trade Execution: Execute deliverable FX trades accurately and efficiently, ensuring adherence to compliance and regulatory standards.
Manage trade settlements, confirmations, and other post-trade activities to ensure smooth, accurate, and timely processes.
Understand each client’s FX exposure risk and recommend risk management strategies to optimize outcomes.
Book Market Orders in times of volatility.
Market Analysis: Stay up to date on FX market trends, central bank policies and geopolitical risks.
Translate technical and fundamental market analysis to clients.
Provide timely updates, summaries and briefings where required.
Risk Awareness: Recognise how currency movements impact revenues, costs, margins and client portfolios.
Requirements
Proven track record of developing new business and meeting/exceeding sales targets within the deliverable FX market.
Solid sales experience with the ability to manage an end-to-end sales cycle, from prospecting to closing.
Experience in negotiating contracts with a focus on creating value for both the client and the company.
Some experience in FX dealing, corporate banking, or a related role such as account management or financial sales.
Knowledge of deliverable FX products, trading platforms, and market dynamics.
Excellent relationship management skills with a client-first approach.
Proficiency in trading platforms and financial software.
Proficient with Microsoft Office Suite.
A true team player with a winning mentality and strong work ethic committed to continuous improvement and high performance.
Adaptable, tenacious and flexible who is able to perform under pressure.
Benefits
25 days’ annual leave, plus bank holidays and an extra day off for your birthday!
Life Insurance.
Holiday loyalty scheme.
Work abroad scheme.
Enrolment into our pension scheme, which we offer via a salary exchange scheme.
Access to a financial education, planning and coaching platform.
Membership with Healthcare platform, which offers cash back on healthcare focused on dental, optical & physio, plus access to stress helplines, a virtual GP and more.
Salary exchange nursery fees.
Enhanced parental leave.
Cycle to work.
Career development and progression tools.
Company events – Sporting events, pub nights, seasonal parties, socials.
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