As a member of our Global Sales HQ Department, you will perform a wide range of tasks aimed at growing the business by providing best-in-class service to the Bank’s existing clients, as well as supporting sales missions to acquire new ones.
You are ready to bring and demonstrate:
- A client-first approach and commitment to delivering exceptional service,
- A team-oriented attitude and collaborative mindset,
- Strong understanding and escalation of client issues,
- Proactive suggestions for improving products, services, and processes,
- Commitment to our organizational values and standards,
- A sense of urgency and high energy in achieving goals.
Role Description:
- Develop and manage your own portfolio of clients and business partners,
- Identify and pursue new business opportunities,
- Actively acquire new clients via phone, email, and in-person meetings,
- Support the LATAM Desk with onboarding new clients,
- Manage initial contact and continuous follow-up with prospects in coordination with the LATAM/Spanish team,
- Be available to travel to meet business partners and VIP clients when necessary,
- Provide comprehensive support to all Business Development team members and the Head of Desk to ensure high service levels and achievement of team targets,
- Review account forms to ensure data accuracy and completeness for account openings,
- Conduct customer due diligence and perform client identification via video conference,
- Coordinate with other departments (Legal & Compliance, Client Register, Central Data, Payments) to ensure smooth account opening and funding processes,
- Report directly to the Head of the Team.
- Native Spanish speaker, fluent in English (Portuguese is a plus),
- Minimum 2 years of experience in a relevant role,
- Bachelor’s or Master’s degree in Economics or Finance is a plus,
- Existing portfolio of clients, Introducing Brokers, or EAMs in Forex, CFDs, Cryptocurrencies, or Trading (a plus),
- Strong knowledge of the LATAM market,
- Understanding of leverage products, CFDs, and Forex,
- Exceptional interpersonal and communication skills,
- An ambitious self-starter, eager to meet and exceed targets,
- Ability to adapt to a fast-changing environment in a growing bank,
- An open-minded, team-oriented spirit.
SQ3
