Senior FX Specialist- Private Banking Investment Advisors

Job Purpose

• FX Business Growth: Drive FX revenue and volumes across Mashreq Gold through active engagement with RMs and clients.
• New-to-FX: Drive acquisition and activation of New-to-FX clients, improving FX penetration across the segment.
• Margin Trading: Drive adoption and utilization of Margin Trading by identifying suitable client opportunities and supporting conversion.
• Derivatives Solutions: Identify client needs and drive opportunities across Futures, Forwards, Swaps, Options and other approved FX derivative solutions, in partnership with Treasury and Product teams.
• Client Engagement: Partner with RMs on client meetings to identify FX needs, provide approved market views and support execution.
• Portfolio Management: Proactively identify FX and Margin Trading opportunities from client portfolios, transaction flows and data insights.
• RM Support & Upskilling: Train and support RMs on FX markets, products and opportunity identification.
• Stakeholder Management: Work closely with Treasury, Product, Digital and other stakeholders to strengthen the FX proposition and client experience.
• Governance: Ensure adherence to applicable product, suitability, regulatory and internal control requirements.

Key Result Areas

• Achievement of FX FER and volume targets.
• Growth in New-to-FX clients and FX penetration.
• Growth in Margin Trading activation, utilization and revenue.
• Strong FX pipeline generation and conversion in partnership with RMs.
• Increase in active and repeat FX clients.
• Effective RM engagement, training and stakeholder collaboration.

Knowledge, Skills, and Experience

• 8+ years of experience in FX, Treasury, Wealth Management or Financial Markets.
• Strong understanding of FX markets and Derivates, including Spot, Forwards and Margin Trading.
• Proven track record in driving FX revenue, client acquisition and business growth.
• Strong client engagement, sales and relationship management skills.
• Ability to interpret market developments and communicate market views clearly.
• Strong commercial mindset with focus on revenue, penetration and client activation.
• Bachelor’s Degree in Finance, Economics, Business or related discipline; relevant professional qualifications would be an advantage.