Forex Specialist - Private Banking Product

Job Purpose

Core Responsibilities

• Coordinate advised FX sales activities across Private Banking with relationship managers, client service managers, investment advisors, unit heads and internal partners.
• Engage clients to increase wallet share, deepen relationships and position the bank as a primary provider of FX and treasury solutions.
• Support relationship managers in identifying, prioritizing and converting FX opportunities across affluent and Private Banking segments.
• Provide joint client calling support, 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 cash FX, FX forwards, margin FX, margin options, dual currency investments and structured treasury solutions within suitability and governance standards.
• Drive new-to-bank business and increase penetration in target segments through proactive engagement and cross-referrals.
• Maintain working relationships with relationship managers, client service, investment advisory, treasury, operations, product, technology and support teams.

Customer Engagement

• Provide suitable market-driven FX trade ideas and suggestions to clients in line with advisory standards.
• Support dual currency investment opportunities as enhanced-yield solutions for short-term surplus cash.
• Support margin FX, margin options and FX forwards for clients with suitable risk appetite and eligible requirements.
• Conduct regular client meetings and structured follow-ups to maximize transaction activity and client engagement.
• Provide feedback to business and product teams on client needs, process improvements and market opportunities.
• Support annual FX revenue targets through sales planning, client prioritization and proactive opportunity management.
• Guide relationship managers on client outreach, target-segment activation and follow-up actions.

Skills and Experience

• At least five years of relevant experience in a client-facing FX or treasury sales role.
• Experience covering Private Banking, affluent or high-net-worth client segments is preferred.
• An MBA in Finance 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 actions.
• Prior sales experience in an institution with a primary or significant FX and treasury business is an added advantage.