Forex Account Conversion Lead – LATAM Markets

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

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.