Private Sales Associate – FX recruitment
Our client is a leading provider of on line financial services products. We are actively seeking to recruit a senior sales associate for their private client and retail business division.
The purpose of the role will be to participate in the the Bank’s sales and service functions, closing and onboarding high net worth and corporate clients, and working with the team to hit monthly targets. To work in accordance with Saxo Bank’s values, its policies and procedures, and in compliance with all relevant legislation.
Duties will include:-
Proactively attracting clients through phone calls, organising seminars, sales presentations, referrals, professional networking, etc
Profiling clients’ financial situation and evaluating their potential to generate revenue
Prioritizing follow-up with most valuable clients
Onboarding clients (KYC, profiling, gathering all required documentation)
Providing support and education for self-trading clients on the Bank’s trading platform and products
Building and maintaining relationships with clients through phone, email and face to face meetings
Consistently achieving individual and team objectives
Promoting at all times the interests of the Bank
Candidates should have strong knowledge of CFD's/FX/Futures/Options etc. and the regulatory environment surrounding them.
This Job Description is not an exhaustive list of duties, but a guideline to indicate the main areas of responsibilities and is subject to periodical review to meet the service needs.