Financial Services, Other, Sales, Marketing and PR
£65000 — £75000 per annum
Package and bonus structure is negotiable for the right candidate
12 September 2018
Focus to increase client engagement/ activities across channels, product penetration and currency diversification.
Responsible for delivering FX revenue through direct contact with client and driving it through the Relationship Manager teams, across FX products – FX Spot, FX Order-watch, and other products as they are launched.
Have ownership of FX revenue for the market generated on the portfolio of client mapped to her based-on RM coverage or market coverage.
Engage with clients to advise them on FX products, services and online tools, inline with their FX transactional and investment needs.
Ensure high degree of engagement with FX savvy client; participate in client meetings, with the Relationship Manager, conduct client calls, events, webinars and panel discussions.
Work collectively with the sales team to deliver higher client Net Promoter Score for the portfolio/ market.
Deliver FX updates in meetings/ calls for Sales team – weekly/ monthly/ periodically event driven, based on market events and views on various currencies.
Work with the Investment Strategist in order to transmit view and recommendation to the Sales team and ensure it is consistently delivered to clients
Actively identify sales opportunities and share with sales teams to help them in advisory sales.
Keep abreast of the latest developments, ideas and themes in the market
It includes monitoring competitive offerings, pricing actions and product availability.
Sales Engagement: Support the sales teams in their knowledge on FX markets, coach and train relationship managers on FX products, positioning and managing clients FX exposures.
Conduct & organise product trainings sessions, drive advisory sales, and work with the team of Portfolio Counsellors to ensure holistic offering for Private clients.
Engage actively with Product Managers, Portfolio counsellors and other FX specialists, on product strategy on WM in business, FX overlay on portfolios, share clients and market view on currencies for product selection for advisory, and help Product managers develop products with help a client meet his FX investment and currency diversification objectives.
Ensure engagement with clients is compliant to internal policies (RDIP) and external regulatory policies – RDR, MIFID product registration requirements across jurisdictions and other policies from regulators – FCA, JFSC, FIMNA.
Ensure all sales activities are compliant to TCF and suitability processes and ensure timely escalation of issues as they arise.
FX sales/ trading experience – 2 years or more
Language – English. Second language of Fluent Russian required
Understands G10 FX market, and the dynamics driving price action
Proficiency in office skills: MS Office (Word, Excel and PowerPoint)
Education: Bachelor’s Degree or Higher
Internal Products Training and Certification (will be required after joining)
RDR qualified e.g. IAD Level4, IMC II
Preferred current CF30 / FCA Approved Person
Become a part of this unique opportunity, apply now!