Senior Currency Consultant

FX Trade Consultant / Currency Consultant Key Accountabilities

The primary responsibility of this role is to be a leading revenue contributor for the currency sales team, constantly achieving targets at both an individual and team level, whilst also account managing existing client relationships and generating new business.

You must stay current with financial developments across the global economy that affect the currency markets, clients and the organisation and will require a comprehensive knowledge of AML and KYC requirements.

• Account Management of all trading clients using various internal systems.
• New business generation from leads using internal systems.
• Execution of currency orders for clients in line with trading mandate and KYC/AML policies using trade systems.

• Accepting, verifying and managing payment instructions in line with security procedures.
• Post sales client support and account management.
• KYC/AML monitoring;
  Suspicious Activity Reporting.

• Supporting Business Development team with affiliate management specifically relating to client trading.
• Logging of relevant sales and after-sales information on the CRM system to assist the Business Development team with prospecting and affiliate management.