Account Manager

Account Manager | Singapore

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 Introductory Affiliates department wherever possible.

Job Overview

An Associate is responsible for managing 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, working closely with Compliance and Risk to ensure adherence to regulatory guidelines.

The role holder requires knowledge of all Monex’s products and the regulatory framework under which they operate to successfully market these products to new and existing clients, ensuring the clients’ long-term interests are prioritised with fair and equitable outcomes for both the role holder and the firm.

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 (e.g. reading financial press, attending webinars etc.).
• Maintaining an accurate pipeline and forecast.
• Meeting set Sales targets/KPIs on a weekly/monthly/quarterly/annual basis, with a particular focus on generating new revenue and acquiring new clients.
• Keeping accurate records and client interaction notes in the company database FXDB (in line with GDPR requirements).

Business Knowledge / Technical Skills:

• Previous sales experience within a Business to Business (B2B) role.
• Experience of working within a regulated financial services firm is highly desirable.
• Proven history of operating at an Associate level within a commercial sales environment (both face-to-face and telephone sales).
• Able to clearly articulate a full understanding of end-to-end sales processes.
• Able to demonstrate strong sales techniques (Persuasive, Negotiation & Closing skills).
• Understanding the purpose of risk management and compliance within a regulated environment.
• Some knowledge of FX products.