Forex Specialist - Private Banking Product

Job Purpose

Drive growth in 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.



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..