✨ AI Summary
The Trade & FX Specialist - SME FX role at Mashreq aims to drive Foreign Exchange (FX) business growth within the SME portfolio. This involves partnering with Relationship Managers to enhance client engagement, increase product penetration, and achieve revenue growth. Key responsibilities include driving FX Finance revenues, identifying customer opportunities, providing market insights and hedging solutions, promoting FX products (spot, forward, structured), conducting joint customer meetings, and ensuring adherence to regulatory and risk management requirements.
Ideal candidates will have experience in FX sales or Product within Business banking or corporate segments, a strong understanding of FX markets and products, and excellent client-facing and relationship management skills. Strong analytical, negotiation, and presentation abilities are also crucial. The role requires a focus on FX revenue generation, client activation, wallet share expansion, and pipeline conversion.
Requirements
Experience in FX sales/Product in Business banking / corporate segments. Strong understanding of FX markets and products. Excellent client-facing and relationship management skills. Strong analytical, negotiation, and presentation abilities. Experience with risk management, FX products, FX sales, FX markets, and Regulatory Compliance is required.
Description
Trade & FX Specialist - SME FXRole Purpose Drive Foreign Exchange (FX) business growth within the SME portfolio by partnering with Relationship Managers to deepen client engagement, increase product penetration, and deliver revenue growth.Key Responsibilities- Drive FX Finance revenues across the SME customer portfolio.- Work closely with RMs to identify customer opportunities and improve client activation.- Provide market insights, pricing guidance, and hedging solutions to customers.- Promote FX products including spot, forward, and structured solutions as per policy.- Conduct joint customer meetings and portfolio reviews to maximize wallet share.- Monitor pipeline, deal conversion, and revenue achievement against targets.- Ensure adherence to regulatory, compliance, and risk management requirements.- Deliver product training and market updates to frontline teams.- Collaborate with Treasury, Product, Compliance, and Operations teams for seamless execution.Key Performance Indicators (KPIs)- FX revenue generation.- Client activation and utilization.- Wallet share expansion.- Pipeline conversion ratio.- Cross-sell penetration.- Portfolio growth and customer engagement.Experience & Skills- Experience in FX sales/Product in Business banking / corporate segments- Strong understanding of FX markets and products.- Excellent client-facing and relationship management skills.- Strong analytical, negotiation, and presentation abilities.