Forex Specialist - Private Banking Product

About the role

Drive growth in advised FX business for private banking clients by supporting relationship managers, identifying opportunities and delivering client‑focused FX solutions. Act as the specialist coordinator for advised FX sales, product education, client engagement and business development across private banking portfolios.

Key responsibilities

• Coordinate all advised FX sales activities across private banking, working closely with Relationship Managers, Client Service Managers, Investment Advisors and internal product partners.
• Maintain close client engagement to increase wallet share, deepen relationships and position the bank as the primary provider of FX and treasury solutions.
• Support Relationship Managers in identifying, prioritising and converting FX opportunities for affluent and private banking client segments.
• Provide joint client‑calling support, propose suitable FX ideas and help drive transaction conversion.
• Coach and mentor Relationship Managers on FX opportunities, product positioning and sales momentum.
• Promote relevant FX products including cash FX, forwards, margin FX, margin options, dual‑currency investments and other structured treasury solutions.
• Drive new‑to‑bank business and increase penetration in target segments through proactive client engagement and cross‑referrals.
• Provide active trade ideas and market‑driven FX suggestions to clients in line with advisory standards.
• Support dual‑currency investment opportunities and margin FX trading for clients with appropriate risk appetite.
• Conduct regular client meetings and structured follow‑ups to maximise transaction activity and improve engagement.
• Analyse client behaviour, market data and transaction patterns to identify business opportunities and portfolio gaps.

Required profile

• Minimum 5 years of client‑facing FX or treasury sales experience, preferably covering private banking or high‑net‑worth client segments.
• MBA in Finance from a reputed university or equivalent professional qualification.
• SCA Level 3 certification.
• Strong analytical capability, attention to detail and ability to translate market themes into practical trade ideas.
• Prior sales experience in institutions with a primary FX and treasury business is an advantage.