Company

Financial Services

TransactionalFXSales

£150–250k ~AI est. Leeds, United Kingdom; Manchester, United Kingdom; Liverpool, United Kingdom FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Transactional FX Sales. Skills: Transactional FX Sales, Client relationship management, Revenue generation. Generate revenue. Promote bank offerings”

What You'll Achieve.

Generate revenue; Improve client retention; Improve wallet share; Strengthen controls

Industry & Context.

Financial Services
Problems you'll solve

Sophisticated analytical thought; Interpretative thinking; In-depth analysis

Eligibility Requirements

Regular travel, Certified role, Mandatory regulatory qualifications

What They're Looking For.

Must Have

Experience in Foreign Exchange sales, Manage customer portfolio, Deliver commercial outcomes, Numerical and financial literacy, Interpret client data, Interpret trading activity, Experience using internal MI systems

Nice to Have

Knowledge of FX products, Knowledge of dealing channels, Knowledge of trading activity, Experience negotiating pricing, Understanding of regulatory requirements, Experience working with coverage teams, Experience working with relationship teams

What You'll Do.

Promote bank offerings

Identify potential customers

Analyze customer needs

Stay abreast of market trends

Stay abreast of competitor strategies

Create customer profiles

Tailor sales approaches

Tailor product recommendations

Manage customer relations

Execute customer support

Resolve customer issues

Understand financial goals

Understand financial challenges

Understand banking product features

Understand banking product benefits

Understand banking product risks

Understand banking product compliance

Communicate product insights

Develop sales pitches

Develop sales proposals

Showcase value proposition

Convert leads to customers

Collect customer feedback

Analyze customer feedback

Support report development

Inform product development

Inform sales strategies

Monitor lead conversion rates

Monitor customer acquisition costs

Assess sales performance

Identify areas for improvement

Build client relationships

Deliver FX market insight

Support growth in market share

Engage with senior stakeholders

Identify opportunities to improve retention

Identify opportunities to improve wallet share

Manage end-to-end sales process

Ensure consistent client experience

Analyze client trading patterns

Identify opportunities from trading patterns

Maintain awareness of competitor activity

Maintain focus on risk

Maintain focus on controls

Ensure regulatory compliance

Advise key stakeholders

Compare complex alternatives

Select complex alternatives

Develop innovative solutions

Adopt outcomes of research

Build trusting relationships

Achieve key business objectives

How You'll Work.

Team & Collaboration

Coverage teams; Cross-functional teams; Internal stakeholders; External stakeholders

Communication Scope

Client communication; Stakeholder engagement

Full Job Description

# **Job Description** **Purpose of the role** To generate revenue and promote the bank's diverse product and service offerings to various customer segments. **Accountabilities** * Identification of potential customers, analysing their needs and preferences, and staying abreast of emerging market trends and competitor strategies. * Creation of detailed profiles for target customer segments, outlining their demographics, financial habits, and pain points to tailor sales approaches and product recommendations. * Relationship management of potential and existing customer relations through the execution of high-quality customer support, by responding to queries and resolving issues, gaining their customer trust, and understanding their financial goals and challenges. * Understanding of the features, benefits, risks, and compliance requirements of various banking products and services offered. Understanding of the key features, benefits, risks, enhancements, and regulatory requirements of new and existing banking products, and communicate insights clearly to potential customers to address their financial needs. * Development of compelling sales pitches and proposals that showcase the value proposition of the bank's offerings to convert leads into customers, and negotiation of terms that are beneficial for both the client and the bank. * Collection and analysis of customer feedback on various products, services, and overall experience, to support the development of reports that communicate key findings to relevant stakeholders, to inform product development and sales strategies. * Monitoring of lead conversion rates, customer acquisition costs, and other relevant metrics to assess sales performance and identify areas for improvement. **Vice President Expectations** * To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escala

Free ATS check

Applying for this Transactional FX Sales role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about this company?

Real rants from real employees. Read before you apply.

Read Company Rants →