About the Role
Drive growth in the Advised FX business from Private Banking clients by supporting Relationship Managers, identifying opportunities, and delivering client-focused FX solutions. Act as a specialist coordinator for Advised FX sales activities, product education, client engagement, and business development across Private Banking portfolios.
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Core Responsibilities
- Coordinate all Advised FX related sales activities across Private Banking, working closely with Relationship Managers, Client Service Managers, Investment Advisors, Unit Heads, and internal product or channel partners.
- Maintain close client engagement to increase wallet share, deepen relationships, and position the bank as a primary provider for FX and treasury solutions.
- Support Relationship Managers in identifying, prioritizing, and converting FX opportunities across affluent and Private Banking client segments.
- Provide joint client calling support with Relationship Managers to understand client needs, propose suitable FX ideas, and help drive transaction conversion.
- Coach and mentor Relationship Managers on FX opportunities, client conversations, product positioning, and sales momentum.
- Promote relevant FX products including cash FX, FX forwards, margin FX, margin options, dual currency investments, and other structured treasury solutions in line with suitability and governance standards.
- Drive new-to-bank business and increase penetration in identified target segments through proactive client engagement and cross-referrals.
Customer Engagement
- Provide active trade ideas and market-driven FX suggestions to clients, where suitable and in line with advisory standards.
- Support Dual Currency Investment opportunities as enhanced-yield solutions for short-term surplus cash, helping retain client funds within the bank.
- Support margin FX trading, margin options, and FX forwards for clients with appropriate risk appetite and eligible requirements.
- Conduct regular client meetings and structured follow-ups to maximize transaction activity and improve client engagement.
- Maintain strong working relationships with Relationship Managers, Client Service Managers, Investment Advisors, Unit Heads, Proposition teams, Treasury, Operations, Product, Technology, and support functions.
- Operate within approved policies, product governance, client suitability requirements, operational controls, and relevant internal procedures.
- Provide structured feedback to business and product teams on client needs, process improvements, and market opportunities.
- Support achievement of annual FX revenue targets through disciplined sales planning, client prioritization, and proactive opportunity management.
- Provide day-to-day training, mentoring, and guidance to Relationship Managers to strengthen FX sales capability.
- Analyze client behavior, market data, competition, and transaction patterns to identify business opportunities and portfolio gaps.
- Guide Relationship Managers on client outreach, target-segment activation, and follow-up actions to improve FX penetration.
Skills & Experience
- Minimum 5 years of relevant experience in a client-facing FX or treasury sales role, preferably covering Private Banking, affluent, or high-net-worth client segments.
- MBA in Finance from a reputed university or equivalent professional qualification, where applicable.
- SCA level 3 certification.
- Strong analytical capability, attention to detail, and ability to translate market themes and client data into practical trade ideas and business actions.
- Prior sales experience in institutions with a primary or significant FX and treasury business will be an added advantage.
Qualifications
- Good communication and analytical skills.
- Related sales experience in institutions with a primary business of FX will be an added advantage.
Behavioral Competencies
- Attention to detail and quality - Level 3
- Planning and Organizing - Level 3
- Continues Learning - Level 2
- Analytical Thinking - Level 2
- Customer Focus - Level 2
Additional Responsibilities
- Be the coordinator for all Advised FX related sales activities.
- Maintain close contact and relationship with respective portfolio of customers to ensure major share of their wallet.
- Support branch IA / IS / SSO / BDM and develop active sales momentum for personal banking customers with FX needs.
- Focus on retail product propositions across all advised FX related products.
- Coach IA / IS / SSO / BDM on enhancing FX business generation opportunities.
- Conduct joint customer calling/meeting with IA / IS / SSO / BDM to understand client needs and advise accordingly.
- Ensure optimum client calls are conducted weekly to maximize transactions.
- Liaise intra-organization to ensure service delivery to clients.
- Work closely with all product and channel partners to maximize opportunities through regular contacts, feedback, coordination, and cross-referrals.
