DirecciónJob Description
As a member of the Sales team, a FX Sales Account Manager handles the management of the sales relationships with existing client accounts as well as prospecting new clients and accounts.
The role holder serves as the interface between Clients and the Dealing team and works closely with Compliance and Risk to ensure adherence to regulatory requirements.
The role holder requires knowledge of all the company’s products and the regulatory framework under which we must operate in order to successfully market these products to new and existing clients, putting the clients’ long term interests first with fair and equitable outcomes for both the role holder and the firm.
What you will do :
Sales related activities :
Actively involved in all aspects of the 360 sales cycle :
- Prospecting & lead generation (sourcing & pitching);
- Planning sales calls, meetings, post-call follow-ups;
- Presentations & documentation;
- Owning / implementing sales;
- Post sales follow-Up, repeat sales & upselling;
- Developing & maintaining strong client relationships (via Dealing team where appropriate).
- Maintaining current market knowledge (e.g. reading financial press, attending webinars, networking, etc.);
- Maintaining accurate pipeline and forecast;
- Meeting set sales targets / KPI’s on a weekly / monthly / quarterly / annual basis;
- Keeping accurate records and client interaction notes in the company database FXDB (in line with Personal Data Protection Act 2012 of Singapore and relevant Data Protection Law requirements);
Compliance, Risk & Regulatory
- Working effectively and collaboratively with Financial Crime and Regulatory Compliance teams to complete the client onboarding process in line with company and regulatory requirements;
- Ensuring adequate knowledge of their client (KYC) to enable the firm to deliver appropriate and suitable products and services;
- Liaise with Risk and Dealing re. credit facilities;
- Engaging with the client with integrity, ensuring high service standards and according to company policies;
- Understand and adhere to our client s complaints procedure and escalating where necessary;
- Identify and appropriately manage conflicts of interest according to regulatory and company requirements;
- Ensure that the role as first line defence is undertaken with diligence.
Requirements
What are we looking for
- Previous sales experience within a Business to Business (B2B) role and previous cold-calling experience;
- Experience of working within in a regulated financial services firm is highly desirable;
- Ability to clearly articulate full understanding of end to end sales processes;
- Ability to demonstrate strong sales techniques (Persuasive, Negotiation & Closing skills);
- Good knowledge of FX products;
- Excellent all-round communication skills;
- Assertiveness with the ability to influence others in a constructive way;
- Ability to demonstrate credibility in relation to company and product knowledge when dealing with clients and colleagues;
- Strong judgement and problem solving skills;
- Ability to work on own initiative, self-motivation & focus on results
Benefits
What we offer
- Competitive salary package and bonus scheme;
- Attractive benefits package including private health insurance, paid gym membership and personal trainer;
- 24 days of annual leave + extra days for Birthday and Christmas;
- A great and very international environment;
- Plenty of room for career development.
