Account Manager (Executive) @ Monex

Treasuryxl; Amsterdam; Hybrid; EUR 70,000 - 110,000; Full time

Job summary

Monex is a leading global financial solutions provider offering FX risk management and international payments solutions for corporate and institutional clients. The Corporate Sales Executive will manage relationships with existing accounts and prospect new clients, acting as the liaison between clients and the Dealing Team while ensuring regulatory compliance.

Responsibilities include driving the 360 Sales Cycle, building strong client relationships, and maintaining accurate pipeline and

Qualifications

• Experience in B2B sales within a regulated financial services firm is highly desirable.
• Proven track record of operating at a Sales Manager level in a commercial environment.
• Clear articulation of end-to-end sales processes.

Responsibilities

• Manage Sales relationships with existing client accounts and prospect new Clients/Accounts.
• Interface between Clients and the Dealing Team; collaborate with Compliance and Risk.
• Maintain accurate pipeline, forecast, and client records; achieve weekly/monthly/annual targets.

Skills

B2B sales

Sales management

Regulated financial services

End-to-end sales

Education

BA in Finance/Commerce/Sales & Marketing/Management

Job description

A Corporate Sales Executive is responsible for the management of the Sales relationships with existing client accounts as well as prospecting new Clients and Accounts. They serve as the interface between Clients and the Dealing Team and work closely with Compliance and Risk to ensure adherence to regulatory guidelines.

Monex is a leading global financial solutions provider, offering a complete set of tools to support business growth and strategic financial operations.

We specialise in FX risk management and international payments, helping corporate and institutional clients design tailored FX solutions to navigate currency volatility with confidence. Our team of FX specialists implement well-considered currency strategies, offering dedicated support to help clients manage their payment needs – whether for goods, services, or direct investments.

In 2023, Monex facilitated $309 billion in FX turnover, managed $10.7 billion in assets, and processed 8.5 million transactions. With offices across North America (Canada, the US, and Mexico), Asia (Singapore), and Europe (the UK, Spain, and the Netherlands), we serve over 66,000 clients worldwide.

By combining global reach with deep local market expertise, Monex enhances businesses with a suite of financial solutions and FX market analysis to help optimise efficiency, mitigate currency risk, and protect margins in an increasingly complex financial landscape. Our corporate client experience is further enhanced by our dedicated sector expertise across a range of industries.

Department Overview

The Sales department is responsible for the strategic planning of overall business growth identifying opportunities with new Companies and Clients for all Monex currency products (FX Spot, Forwards, Options) as well as maintaining relationships with existing Companies and Clients, increasing their business revenue and cross collaborating with the Introducing Brokers (IB) department wherever possible.

Job Overview

A Corporate Sales Executive is responsible for the management of the Sales relationships with existing client accounts as well as prospecting new Clients and Accounts. They serve as the interface between Clients and the Dealing Team and work closely with Compliance and Risk to ensure adherence to regulatory guidelines.

Key Responsibilities & Accountabilities

• Actively involved in all aspects of the 360 Sales Cycle:
  • Prospecting & Lead generation (sourcing & pitching).
  • Planning Sales calls, Meetings, Post Call follow ups.
  • Presentations & Documentation.
  • Owning/Implementing Sales.
  • Post Sale Follow-Up, Repeat Sales & Upselling.
• Developing & maintaining strong Client Relationships (via Trading team where appropriate).
• Maintaining current market knowledge (eg reading financial press, attending webinars etc.).
• Maintaining accurate pipeline and forecast.
• Meeting set Sales targets/KPI’s on a weekly/monthly/quarterly/annual basis.
• Keeping accurate records and client interaction notes in the Company database FXDB (in line with GDPR requirements).
• Developing & maintaining strong Client Relationships (via Trading team where appropriate).
• Maintaining current market knowledge (eg reading financial press, attending webinars etc.).
• Maintaining accurate pipeline and forecast.
• Meeting set Sales targets/KPI’s on a weekly/monthly/quarterly/annual basis.
• Keeping accurate records and client interaction notes in the Company database FXDB (in line with GDPR requirements).

Key Skills & Experience Required

• Previous Sales experience within a Business to Business (B2B) role.
• Experience of working within a regulated financial services firm is highly desirable.
• Proven track record of operating at a Sales Manager level within a commercial Sales environment (both face to face and telephone sales).
• Able to clearly articulate full understanding of end-to-end Sales processes.

Qualifications

• BA in Finance, Commercial Economics, Sales & Marketing or Management (desirable)
• Formal Sales Training, preferably within (regulated) Financial Services (desirable)

Languages

• High standard of oral & written English is mandatory
• Fluency in other European languages, such as German, French, Polish, Romanian, Italian, Swedish, Norwegian, Danish, or Spanish, is highly desirable

If you like wild growth and working with happy, enthusiastic over-achievers, you’ll enjoy your career with us!