Account Manager | FX

MultiBank Group; Bogotá ciudad; On-site; COP 42,000,000 - 90,000,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive employee benefits

Professional growth opportunities

Collaborative work environment

Job summary

MultiBank Group, a global financial institution, is seeking a Forex Account Manager – Conversion Agent based in Colombia. The role focuses on converting newly registered LATAM leads into active, funded clients, guiding them through onboarding, KYC, funding, and platform setup, while ensuring compliance and high customer satisfaction.

You will present Forex/CFD products, handle objections, and drive KPIs like FTDs and deposits.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field is preferred.
• Minimum 2 years of sales or conversion experience in Forex/CFD brokerage or financial services.
• Native or fluent Spanish is required; English is a strong plus.

Responsibilities

• Lead conversion: contact and engage newly registered LATAM leads via phone, WhatsApp, and email to convert them into first-time depositors.
• Client onboarding: guide clients through account opening, KYC, funding methods, and platform setup.
• Product advisory: present Forex and CFD products and trading platforms tailored to client experience and goals.
• Objection handling & Follow-up: overcome objections and follow up on warm/pending leads to maximize conversions.
• Pipeline management: maintain accurate CRM records of interactions, lead status, and sales activity.
• Payments support: assist clients with LATAM deposits in coordination with Payments team.
• Risk education: educate clients on leverage, risk, and responsible trading.
• Sales performance: meet/exceed KPIs including call volume, FTDs, and deposits; report regularly.
• Market feedback: share LATAM client needs and competition insights to support strategies.
• Internal collaboration: coordinate with retention, marketing, payments, support, and compliance for a smooth journey.

Skills

Sales skills

Lead conversion

CRM proficiency

Forex platforms

Education

Bachelor's degree in Finance/Business/Economics

Tools

MT4/MT5

CRM systems

cTrader

Job description

Welcome to MultiBank Group, a global financial pioneer established in 2005 in California and now proudly headquartered in Dubai, UAE. We specialize in delivering cutting-edge trading technology, unparalleled liquidity, and exceptional customer service. Our extensive range of financial products includes Forex, Metals, Shares, Indices, Commodities, and Cryptocurrency CFDs.

Join our thriving community of over 2 million clients across 100 countries, contributing to a daily trading volume exceeding US$ 35 billion. As a heavily regulated institution with oversight from 18+ financial regulators across 5 continents, and recipient of over 80 financial awards, MultiBank Group is devoted to innovation, excellence, and empowering our clients to achieve their financial goals.

Role Overview:

We are seeking a results-driven Forex Account Manager – Conversion Agent, based in Colombia, to convert newly registered leads across the LATAM region into active, funded trading clients. The role requires strong sales and persuasion skills, a solid understanding of the Forex markets, and the ability to guide clients through onboarding and their first deposit while maintaining the highest level of customer satisfaction and compliance.

Key Responsibilities

• Lead Conversion: Contact and engage newly registered leads via phone, WhatsApp, and email, converting them into first-time depositors (FTDs).


• Client Onboarding: Guide prospective clients through account opening, KYC/document verification, funding methods, and trading platform setup.


• Product Advisory: Present Forex and CFD products, account types, and trading platforms tailored to each client's experience level and trading goals.


• Objection Handling & Follow-Up: Overcome client objections and consistently follow up on warm and pending leads to maximize conversion rates.


• Pipeline Management: Maintain accurate records of all client interactions, lead status, and sales activity in the CRM.


• Payments Support: Promote local LATAM payment methods and assist clients with deposit-related queries in coordination with the Payments team.


• Risk Management Education: Educate new clients on the risks of leveraged trading and the importance of sound risk management.


• Sales Performance: Achieve or exceed monthly KPIs, including call volume, FTD count, conversion rate, and deposit value; report on sales activities regularly.


• Market Feedback: Share insights on LATAM client needs, lead quality, and competitor offerings to support regional sales and marketing strategies.


• Internal Collaboration: Coordinate with internal teams (retention, marketing, payments, support, and compliance) to ensure a smooth client journey from registration to first trade.

Qualifications & Requirements

• Education: Bachelor's degree in Finance, Business, Economics, or related field is preferred; Forex certifications are a plus.


• Experience: Minimum 2 years of sales or conversion experience, preferably within Forex, CFD brokerage, or financial services.


• Language: Native or fluent Spanish is required; English is a strong plus.


• Location: Based in Colombia, with strong knowledge of the Colombian and wider LATAM market.


• Forex Knowledge: Solid understanding of Forex markets, leverage, margin, and basic trading concepts.


• Sales Skills: Proven track record of meeting or exceeding FTD and conversion targets in a high-volume, target-driven environment.


• Communication: Excellent phone presence, persuasion, and negotiation skills with the ability to explain trading concepts clearly.


• Technology: Proficiency with Forex trading platforms (e.g. MT4/MT5, cTrader, etc.) and CRM systems.


• Adaptability: Comfortable working in a fast-paced, dynamic, and evolving market environment.

Why Join Us?

• Work with an industry-leading global financial institution.


• Competitive salary and comprehensive employee benefits.


• Opportunities for professional growth and career advancement.


• Collaborative, inclusive, and dynamic work environment.


• Commitment to innovation and professional excellence.

Become part of our international community at MultiBank Group, dedicated to excellence, innovation, and shaping the future of finance.