Account Manager (Spanish Desk)

Account Manager | Madrid

Who we are

We are Monex, a specialist in commercial foreign exchange. We offer a range of FX services aimed at corporate and institutional clients to manage foreign exchange exposure and international payments. Our team of experts provides personalized and proactive service, helping clients execute thoughtful FX strategies tailored to their specific business needs.

As part of the Monex SAB de CV financial group, we support over 70,200 clients worldwide, offering local expertise in various regions including the UK, Luxembourg, Canada, and Singapore. Our goal is to empower clients to make better-informed business decisions in a fast-moving and volatile market.

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

An Account Manager 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.

Sales Related Activity – EEA Only

· Prospecting & Lead generation (sourcing & pitching);

· Planning Sales calls, Meetings, Post Call follow ups;

· Owning/Implementing Sales;

· Post Sale Follow-Up, Repeat Sales & Upselling;

· Developing & maintaining strong Client Relationships (via Trading team where appropriate).

· Maintaining current market knowledge (e.g. reading Financial press, attending webinars etc.);

· Maintaining accurate pipeline and forecast;

Compliance, Risk & Regulatory

· Working effectively and collaboratively with Financial Crime and Regulatory Compliance teams to complete the Client onboarding process in line with Company and regulatory requirements;

· Ensuring adequate knowledge of their client (KYC) to enable the firm to deliver appropriate and suitable products and services;

· Liaise with Risk and Traders re. credit facilities;

Key skills and Experience required

• Previous Sales experience within a Business to Business (B2B) role – indicatively two to three years;

• 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 demonstrate strong Sales techniques (Persuasive, Negotiation & Closing skills);

• Able to demonstrate a clear understanding of the purpose of risk management and compliance within a regulated environment;

Languages:

• High standard of oral & written Spanish and English is mandatory