Account Manager (Institutional Sales)

Account Manager (Institutional Sales) | Singapore

Monex is a leading global financial solutions provider, offering a complete set of tools to support business growth and strategic financial operations.

We specialise in FX risk management and international payments, helping corporate and institutional clients design tailored FX solutions to navigate currency volatility with confidence. Our team of FX specialists implement well-considered currency strategies, offering dedicated support to help clients manage their payment needs – whether for goods, services, or direct investments.

In 2023, Monex facilitated $309 billion in FX turnover, managed $10.7 billion in assets, and processed 8.5 million transactions. With offices across North America (Canada, the US, and Mexico), Asia (Singapore), and Europe (the UK, Spain, and the Netherlands), we serve over 66,000 clients worldwide.

By combining global reach with deep local market expertise, Monex enhances businesses with a suite of financial solutions and FX market analysis to help optimise efficiency, mitigate currency risk, and protect margins in an increasingly complex financial landscape.  Our corporate client experience is further enhanced by our dedicated sector expertise across a range of industries.

Department Overview

The Sales department is responsible for the strategic planning of overall business growth identifying opportunities with new companies and clients for all Monex currency products (FX Spot, Forwards, Options) as well as maintaining relationships with existing companies and clients, increasing their business revenue and cross collaborating with the Introducing Brokers (IB) department wherever possible.

Job Overview

The Account Manager is responsible for driving new business revenue, building strong client relationships and working closely with key functions such as Dealing, Compliance and Risk to ensure adherence to regulatory requirements.

Key Responsibilities & Accountabilities:

• Sourcing, prospecting & lead generating

• Planning sales call, pitching and fixing appointment

• Provide FX solutions to clients via sales presentation

• Work with the compliance and dealer team

• Post sales follow-up, repeat sales & upselling

• Establish good relationship with the clients

• Maintaining current market knowledge to keep abreast in the industry

• Maintaining accurate pipeline and forecast

Business Knowledge / Technical Skills

• Bachelor’s degree with at least 3 years of relevant experience

• Experience working within a regulated financial institution is highly desirable

• Proven track record of operating within a commercial sales environment

• Ability to clearly articulate full understanding of end-to-end sales processes

• Ability to demonstrate strong sales techniques (Persuasive, Negotiation & Closing skills)

• Good knowledge of FX products is a plus

• Excellent all-round communication skills, strong judgement and problem-solving skills

• Results driven, self-motivated and takes initiative