Forex Specialist - Private Banking Product

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..