Corporate - Dealing

Senior Corporate Dealer (Remote)

Preferable Location: Toronto, Winnipeg   |   Full Time

ROLE PURPOSE: 

Client growth and retention. To provide primary contact for Corporate clients, execute client orders, and maintain and develop client relationships. To focus on any client, across all portfolios that has not dealt in a set period of time.


ROLE REQUIREMENTS:

Maximize Trading Income

  • Execute client instructions to buy and sell currencies
  • Focus on profit maximization
  • Provide clients with access to regulated products in adherence with FCA rules and regulations
  • Cultivate where possible new relationships with business prospects
  • Work as a team to achieve corporate targets set by management
  • Work towards achieving individual targets set by management
  • Successfully manage a book of business of revenue within established Senior Account Manager levels

Ensure the Highest Client Retention Figures

  • Adhere to Moneycorp’s contact strategy by providing a minimum level of contact of at least once per month with each of our corporate clients
  • Build strong personal and business relationships within an agreed portfolio of clients
  • Attend and run meetings with clients when appropriate
  • Actively resolve client issues in order to maintain good working relationships
  • Request and chase deposits from clients where they are required to reduce Moneycorp’s exposure

Provide the Highest Level of Service

  • Assist clients by providing them with either spot forward or a range of hedging strategies provided by Moneycorp
  • Provide clients with up to date market commentary on a regular basis

Ensure the Highest Level of Professionalism and Compliance 

  • Ensure accurate data input on both dealing and CRM systems
  • Escalating client complaints in accordance with company guidelines
  • Maintain records of all client contact including telephone calls, inbound or outbound written contact
  • Ensure Company procedures and high standards are followed at all times. With particular focus upon KYC procedures and accurate maintenance of all CRM records, particularly client follow up calls
  • Be aware of Anti-Money Laundering procedures and report any suspicious transactions


QUALIFICATIONS AND EXPERIENCE:

Knowledge and Experience:

  • Proven experience in foreign exchange markets
  • Proven experience in corporate account management
  • Market, risk and business awareness
  • Knowledge of markets, products and services
  • Knowledge of relevant legislation and regulatory obligations
  • Working within a multichannel pressurized environment
  • Understanding and application of derivatives - desirable

Skills and Competencies:

  • Understanding and experience of risk management techniques
  • Good decision making and problem solving skills
  • Business and financial acumen
  • Drive for results
  • Excellent communication skills, both written and verbal        
  • Foster relationships with internal and external stakeholders at varying levels of seniority
  • Good organizational skills
  • Influencing and persuading skills
  • Negotiating skills
  • Possess a good balance of people and technical skills
  • IT literate

Education:

Bachelor’s degree in related field

Personal Attributes:

  • Adaptable and flexible
  • Personable and approachable
  • Professional
  • Personal drive
  • Team player
  • Calm and confident
  • Proactive and tenacious
  • Target driven


Experience Level:
Mid Level
 
Job Status:
Permanent
 

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