![Investec](https://media.trabajo.org/img/noimg.jpg)
Fx Dealer
8 months ago
Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.
**What is the purpose of the role?**
This is an exciting opportunity for you to be part of an ambitious, diverse and dynamic team that is looking to challenge the convention of how corporate clients consider their currency risk management as part of a fresh Corporate Banking offering to mid-sized UK companies.
FX Dealers are responsible for converting, embedding and retaining clients for Corporate Bank through delivering exceptional service for their transactional FX and currency risk management and collaborating with other teams at Investec to support the growth of our clients.
The purpose of the role is to build a portfolio of corporate clients (within a defined target market) using Investec to manage their FX risks and transactional exp introduce other services offered by Investec Bank plc.
This is achieved by high levels of activity making pro-active phone calls to update on market trends, taking the initiative to support the client improve their understanding of their FX risk, payment process and accounts set up and constantly develop our understanding of their business and build long term relationships. This will all be monitored against a specific individual revenue target.
**What are we looking for?**
We are looking for an individual with proven FX dealing experience and a focus on FX payments for corporate clients. A background in sales and diverse experience across different financial products is also desirable.This person requires a proactive and energetic personality with the enthusiasm to make a difference and excel.
**What are the main duties?**
In this role you will be responsible for embedding and retaining client relationships through delivering a world class FX relationship experience:
- Hunger and persistence to convert new clients into trading clients.
- Empathy and diligence to embed these relationships.
- Proactivity, passion and skill to develop these client relationships within the team and across the wider bank.
- Strong numerical and analytic skills are also favoured to support working with clients to provide the most effective solutions.
**What are the key responsibilities?**
Converting new to bank clients into trading customers:
- Introductory call coordinated with Treasury Sales to deliver a great first impression.
- Close relationship with Treasury Sales to ensure smooth client handover.
- Quickly building rapport and understanding the appropriate service level for that client.
- Seamless positioning our online platform iX for our hi-tech, hi-touch service.
- Research and understanding of the company to ensure we capture all opportunities.
- Collect appropriate data from the client and log appropriately in CRM.
- Ensure first class portfolio management with future activity scheduled and adhered to.
- Understanding and articulating Investec's value proposition.
- Being fully prepared to handle client objections.
Ensure suitability & appropriateness diligence:
- Check all limits and onboarding details correctly uploaded prior to trading. Clear evidence of understanding a client's exposure, adequately logged for suitability and appropriateness.- Detailed understanding of our suitability and appropriateness procedures to avoid operational events.
- Ensuring all pre and post trade protocols are followed.
- Diligence in logging all essential client and trade related information in CRM.
- Pro-actively look for changes in client situations or behaviour to flag mis-selling and/or credit risks.
**Developing client relationships**:
- Proactivity is essential and constant phone dialogue is expected.
- A strong understanding of our contact and their business is required to ensure service is always a value add.
- We are refreshingly human and will always look to build personal relationships with our clients.
- Total integrity and consistency to evoke trust from our clients.
- Developing deeper relationships with clients to introduce them to our wider bank offering.
Pursue full wallet share:
- Liaise with Origination and Sales for integration into your portfolio and approach to new clients.
- Investigate and search for opportunities to re-introduce Investec to Clients that have stopped trading with us
- Liaise with Payment Sales for integration into your portfolio and approach to new clients.
- Investigate and search for payment opportunities in your existing book.
- Promote iX platform for ease of use and self-serve payment and beneficiary management.
Portfolio client wallet share will be tracked and expected to grow year on year.
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