FX Specialist Sales & Advice for Corporate & Institutional Clients
Are you a driven and knowledgeable FX specialist looking for an opportunity to use your expertise to help corporate and institutional clients achieve their financial goals? Look no further than UBS! We are seeking a dynamic individual to join our team as an FX Specialist Sales & Advice for Corporate & Institutional Clients. In this role, you will be responsible for providing expert advice and solutions to our clients on foreign exchange transactions. To excel in this position, you must have a strong understanding of FX markets and possess excellent communication and relationship-building skills. If you are ready to take on a challenging and rewarding role with one of the world's leading financial institutions, read on for more details on the qualifications and responsibilities required for this position.
- Provide expert advice and solutions to corporate and institutional clients on foreign exchange transactions.
- Build and maintain strong relationships with clients to understand their financial goals and develop customized solutions.
- Stay up-to-date on market trends and changes in foreign exchange rates to effectively advise clients.
- Collaborate with internal teams, such as traders and analysts, to develop comprehensive FX strategies for clients.
- Act as a subject matter expert on FX markets and products, providing guidance and training to colleagues and clients.
- Work closely with sales and trading teams to identify new business opportunities and contribute to revenue growth.
- Ensure compliance with all regulatory and internal policies and procedures.
- Maintain accurate and detailed records of client interactions and transactions.
- Communicate complex financial concepts and solutions in a clear and concise manner to clients.
- Continuously strive to improve client satisfaction and retention through exceptional service and proactive problem-solving.
- Identify and mitigate potential risks related to FX transactions and escalate any issues to management.
- Represent UBS and promote our brand through networking and participation in industry events.
- Collaborate with other FX specialists and sales teams across regions to share best practices and drive consistency in service delivery.
- Adhere to all ethical standards and maintain confidentiality of sensitive client information.
- Continuously enhance knowledge and skills through training and professional development opportunities.
In-Depth Knowledge Of Financial Markets And Products: A Fx Specialist Sales & Advice For Corporate & Institutional Clients At Ubs Should Have A Strong Understanding Of Various Financial Markets, Including Foreign Exchange, Fixed Income, And Commodities. They Should Also Be Well-Versed In A Wide Range Of Financial Products, Such As Derivatives, Options, And Swaps.
Proven Track Record In Sales And Relationship Management: This Role Requires A Candidate Who Has A Successful Track Record In Sales And Relationship Management, Specifically With Corporate And Institutional Clients. The Ideal Candidate Should Have A Strong Network Of Clients And The Ability To Develop New Business Opportunities.
Excellent Communication And Interpersonal Skills: Effective Communication And Interpersonal Skills Are Essential For This Role. The Fx Specialist Sales & Advice Should Be Able To Communicate Complex Financial Information In A Clear And Concise Manner To Clients And Colleagues. They Should Also Be Able To Build And Maintain Strong Relationships With Clients And Internal Stakeholders.
Strong Analytical And Problem-Solving Skills: The Ability To Analyze Market Trends And Identify Potential Risks And Opportunities Is Crucial For This Role. The Fx Specialist Sales & Advice Should Be Able To Use Data And Research To Provide Strategic Advice And Solutions To Clients. Additionally, They Should Be Able To Think Critically And Find Creative Solutions To Complex Financial Issues.
Relevant Education And Certifications: A Degree In Finance, Economics, Or A Related Field Is Typically Required For This Role. Additionally, Candidates With Relevant Certifications, Such As Cfa Or Frm, May Be Preferred. These Qualifications Demonstrate A Strong Understanding Of Financial Concepts And A Commitment To Professional Development.
Risk Management
Financial forecasting
Portfolio Management
Market analysis
Client Relationship Management
Investment Strategies
Derivatives Trading
Trading Platforms
Currency Hedging
Economic Trends
Foreign Exchange Markets
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a FX Specialist Sales & Advice for Corporate & Institutional Clients in Romandie, Switzerland is between CHF 100,000 and CHF 130,000 per year. This can vary depending on the specific company, experience level, and other factors. Additionally, bonuses and benefits may also be included in the overall compensation package.
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UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.
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