✨ AI Summary
The Forex Specialist will assist in converting Advised FX business from the private banking segment. Key responsibilities include coordinating FX sales activities, maintaining customer relationships to secure a major share of their wallet, supporting branch staff in FX business generation, focusing on retail product propositions, and coaching staff on FX opportunities. The role involves joint customer calling, advising clients on their needs, conducting optimum client calls, and liaising with product and channel partners to maximize opportunities through coordination and cross-referrals. Customer-facing activities include selling cash FX trading, Dual Currency Products, Margin FX trading, and Sale of Margin Options.