Job title: Senior PFX Relationship Manager
Job type: Permanent
Emp type: Full-time
Industry: Financial Services
Functional Expertise: Sales & Marketing
Salary: GBP £55,000.00
Location: London, UK
Job published: 09-01-2025
Contact name: Matthew Hill
Contact email: matthew@venari.group

Job Description

Role:

The Senior Relationship Manager plays a vital role in delivering exceptional client engagement and driving the success of the inbound sales desk. This position involves managing and expanding a portfolio of Private FX clients with cross-border payment needs, assisting them in managing FX exposures and mitigating currency risks.

As a Senior Relationship Manager, you will contribute your expertise to support team goals and foster the development of junior team members. A data-driven mindset is essential to refine contact strategies and monitor performance.

Using advanced technology and market knowledge, the Senior Relationship Manager will create customized strategies to meet the unique needs of each client.

Key Responsibilities

  • Manage inbound leads efficiently to maximize opportunities.
  • Guide new clients through onboarding and initial transactions.
  • Clearly articulate the value of services offered and conduct engaging platform demonstrations.
  • Facilitate FX trades through existing partnerships.
  • Monitor open trades and ensure seamless post-trade processes.
  • Drive client acquisition and expand business through referrals, networking, and relationship building.
  • Promote a broad range of company products and services.
  • Provide timely updates and insights on market trends, economic developments, and currency movements.
  • Build and maintain an active portfolio of referral partners.
  • Deliver accurate reporting and revenue forecasts using CRM tools.
  • Stay informed about industry regulations, market trends, and competitor activities.
  • Collaborate with Operations, Sales, Legal, and Compliance teams to address client issues.

Success Metrics

  • Achieve or exceed monthly revenue targets.
  • Implement the Private FX contact strategy effectively.
  • Meet or surpass activity and repeat trade KPIs.
  • Deliver on margin strategy objectives.
  • Meet referral KPIs and maximize partner/affiliate contributions.
  • Ensure data accuracy in reporting.
  • Earn positive client feedback via review platforms.
  • Foster a supportive and collaborative team environment.

Note: This description outlines the primary responsibilities and requirements for the role but may evolve based on business needs.