Corporate Account Specialist

Regency FX; Truro; On-site; GBP 60,000 - 90,000; Full time

Job summary

Regency FX is expanding its Corporate FX division and seeks a commercially driven Corporate Account Manager to join the team in the UK. This is a 360° role, responsible for sourcing, onboarding and developing corporate clients with international payment and foreign exchange requirements.

You’ll identify and win new business, manage client relationships through to trading and ongoing account growth, and collaborate with Compliance and Operations to ensure a smooth onboarding experience.

Qualifications

• Commercially driven with ability to win new business.
• Experience in corporate FX or financial services is advantageous.
• Ability to manage end-to-end sales from prospecting to onboarding.

Responsibilities

• Source and develop new corporate clients with international payment exposure.
• Generate opportunities through outbound activity, networking, referrals and prospecting.
• Conduct needs analysis to understand currency exposure and payment requirements.
• Manage the full sales process from initial contact through onboarding.
• Coordinate with Compliance and Operations to ensure smooth onboarding.
• Trade FX transactions and manage ongoing client relationships.
• Identify opportunities to increase client volumes and develop existing accounts.
• Maintain accurate pipeline and client information within the CRM.
• Build long-term relationships with business owners and senior decision-makers.
• Achieve agreed activity, revenue and new-business targets.

Skills

Commercial mindset

Job description

Regency FX is growing its Corporate FX division and is looking for a commercially driven Corporate Account Manager to join our team.

This is a 360° role, responsible for sourcing, onboarding and developing corporate clients with international payment and foreign exchange requirements.

You’ll be expected to identify and win new business, understand each client’s international payment exposure and then manage the relationship through to trading and ongoing account development.

Key responsibilities

• Source and develop new corporate clients with international payment exposure
• Generate opportunities through outbound activity, networking, referrals and your own prospecting
• Conduct needs analysis to understand clients’ currency exposure and payment requirements
• Manage the full sales process from initial contact through to onboarding
• Work closely with our Compliance and Operations teams to ensure a smooth onboarding experience
• Trade FX transactions and manage the ongoing client relationship
• Identify opportunities to increase client volumes and develop existing accounts
• Maintain accurate pipeline and client information within our CRM
• Build long-term relationships with business owners, finance directors and senior decision-makers
• Achieve agreed activity, revenue and new-business targets

We’re looking for someone who is confident, commercially minded and comfortable owning the entire client journey from prospecting through to trading.

Experience in corporate FX, financial services, payments, banking or B2B sales would be advantageous, but we’re equally interested in ambitious sales professionals with a strong track record of winning and developing business.

Competitive salary + uncapped commission.