Dealer : FX Acquisition

Nedbank Private Wealth; Durban; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services provider is seeking an Advisor in Durban to drive client acquisition and enhance revenue streams from Global Markets. The ideal candidate must have a relevant degree and at least 3 years of experience in FX products. Strong sales skills and knowledge of Foreign Exchange markets are essential for this role, which involves extensive travel to meet clients across various regions.

Qualifications

• At least 3 years experience in FX products in a financial markets environment.
• Strong sales background essential.
• Knowledge of Foreign Exchange markets and Global Trade Products.

Responsibilities

• Acquire new Global Markets client opportunities.
• Maintain relations with internal and external stakeholders.
• Provide effective Foreign Exchange proposals.
• Conduct analysis of foreign exchange market trends.

Skills

Sales Experience

Negotiation

CRM Software

Data Analysis

Education

Relevant degree

Advanced Diplomas / National 1st Degrees

Tools

Microsoft Office

Apple Numbers

Job description

Job Purpose

To proactively identify target and acquire new Global Markets client opportunities with strategically desirable clients in order to enhance Nedbanks FX and Global Trade revenue streams and market image by utilising Nedbanks Global Trade Client Value Proposition products and services and channels

Job Responsibilities

• New client acquisition and revenue generation
• Research identify and acquire new clients to increase targeted growth in sales
• Maintain sound relations with internal and external stakeholders to ensure ongoing pipeline of new client acquisition opportunities and growth in market share
• Address all drivers of the Collaboration Model between own business area in Global Markets & internal stakeholders. Proactively co-ordinate across-boundary collaboration with internal stakeholders so as to maximise synergies within the Group
• Actively seek opportunities to cross-sell Global Markets products solutions and Global Trade CVP across the Eastern Cape KwaZulu Natal and Free State province which would require extensive traveling.
• Provide effective Foreign Exchange Global Trade proposals to potential clients by understanding Global Markets products Global Trade CVP and channels and provide solutions in line with client requirements
• Analyse the foreign exchange market to determine trends and opportunities so as to provide meaningful information to clients.
• Identify potential new clients from various sources such as the financial media other clients (competitors peers vertical & horizontal supply chain) Commercial & Corporate Divisions etc.
• Capitalise on client knowledge and relationships to identify new client opportunities
• Ensure dealing mandates are in place for clients
• Ensure compliance with regulatory and internal controls as well as the ACI FX Global Code
• Manage operating risks at targeted levels driven by internal & external guidelines & regulatory / compliance / governance requirements
• Contribute to making the department a great place to work.
• Maintain own professional development in line with personal needs and business requirements
• Contribute to intellectual capital development in the department through collaboration and knowledge sharing
• Contribute to teamwork in and across multiple teams

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas / National 1st Degrees

Essential Qualifications

Relevant degree

Preferred Qualification

Relevant Honours degree and / or ACI Certification

Minimum Experience Level

At least 3 years experience in FX products in a financial markets environment with a strong sales background.

Type of Industry exposure

• Knowledge of Foreign Exchange markets
• Ability to interact with clients
• Knowledge of Global Trade Products and channels
• FX hedging (vanilla FX & FXD) Commodities and Interest Rate hedging products

Technical / Professional Knowledge

• Data analysis
• Governance Risk and Controls
• Industry trends
• Microsoft Office
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Decision-making process
• Business Acumen
• Environmental Awareness

Behavioural Competencies

• Earning Trust
• Continuous Learning
• Collaborating
• Customer Focus
• Work Standards
• Advancing Sales Discussions
• High-Impact Communication

Please contact the Nedbank Recruiting Team at

Key Skills

Sales Experience, Apple Numbers, Door-to-Door Experience, OEM, Dealership Experience, Predictive Analytics, Math, Regulatory Reporting, Auto Service Management, CRM Software, negotiation, Contracts

Employment Type : Advisor

Experience : years

Vacancy : 1