At a Glance
- Tasks: Drive revenue by managing client accounts and generating new business in currency sales.
- Company: Dynamic financial services firm focused on currency markets.
- Benefits: Competitive salary, performance bonuses, and opportunities for professional growth.
- Other info: Exciting career path with continuous learning and development opportunities.
- Why this job: Join a fast-paced team and make an impact in the global currency market.
- Qualifications: Strong understanding of currency markets and experience in client management.
The predicted salary is between 40000 - 40000 £ per year.
- FX Trade Consultant / Currency Consultant
- Key Accountabilities
The primary responsibility of this role is to be a leading revenue contributor for the currency sales team, constantly achieving targets at both an individual and team level, whilst also account managing existing client relationships & generating new business.
You must stay current with financial developments across the global economy that affect the currency markets, clients and the organisation & will require a comprehensive knowledge of AML and KYC requirements.
- Sales Responsibilities
- Account Management of all trading clients using various internal systems.
- New business generation from leads using internal systems.
- Execution of currency orders for clients in line with trading mandate and KYC/AML policies using trade systems.
- After-Sales Responsibilities
- Accepting, verifying and managing payment instructions in line with security procedures.
- Post sales client support and account management.
- KYC/AML monitoring; Suspicious Activity Reporting.
- Affiliates Responsibilities
- Supporting Business Development team with affiliate management specifically relating to client trading.
- Logging of relevant sales and after-sales information on the CRM system to assist the Business Development team with prospecting and affiliate management.
- FX Trade Consultant / Currency Consultant
Senior Currency Consultant in London employer: Synnovate
As a Senior Currency Consultant, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. Our company offers competitive benefits, a collaborative culture, and opportunities to engage with the latest financial trends, ensuring that you are well-equipped to excel in your role while making a meaningful impact in the currency markets.
