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FX Sales/Account Manager

  • Location

    City of London, London

  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    £30000 - £40000 per annum

  • Contact:

    Will Goodman

  • Contact email:

  • Job ref:

    B2b FX Sales_1622023983

  • Published:

    about 1 year ago

  • Startdate:


Our client, a City based FX provider are currently recruiting for a number of FX Sales/Account Manager positions to join their rapidly expanding London office. These are amazing opportunities, for anyone with previous B2B Sales experience who has a passion/interest in Sales, the FX industry and wants to earn some serious money! The Account Managers will be responsible for the management of the Sales relationships with existing client accounts as well as prospecting new Clients and Accounts. They serve as the interface between Clients and the Dealing Team and work closely with Compliance and Risk to ensure adherence to regulatory guidelines.

Main responsibilities of the Account Manager will include;

  • 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 Sale Follow-Up, Repeat Sales & Upselling;
  • Developing & maintaining strong Client Relationships (via Trading team where appropriate).

  • Maintaining current market knowledge (e.g. reading Financial press, attending webinars 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 GDPR requirements);
  • 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 Traders re. credit facilities;
  • Engaging with the client with integrity, ensuring high service standards and in accordance with internal policies;
  • Understand and adhere to internal complaints procedure and escalating where necessary;
  • Identify and appropriately manage conflicts of interest in accordance with regulatory and company requirements;
  • Ensure that the role as first line defence is undertaken with diligence;
  • Ensure adherence with the FCA's 11 principles of business.

To be considered for this position, ideal candidates must meet the following criteria;

  • Previous Sales experience within a Business to Business (BtoB) role;
  • Experience of working within in a regulated financial services firm is highly desirable;
  • Proven track record of operating at a Sales Manager level within a commercial Sales environment (both face to face and telephone sales);
  • Able to clearly articulate full understanding of end to end Sales processes;
  • Able to demonstrate strong Sales techniques (Persuasive, Negotiation & Closing skills);
  • Able to demonstrate a clear understanding of the purpose of risk management and compliance within a regulated environment;
  • Some knowledge of FX products;

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