Senior Associate, Account Manager, GlobeSend, Global Transaction Services

Posted 4 Hours Ago
Be an Early Applicant
Hiring Remotely in Taipei, TWN
Remote
Senior level
Fintech • Information Technology • Software • Financial Services
The Role
Manage and grow a portfolio of SME clients with cross-border payment and foreign exchange needs. Drive FX transaction volume, revenue, retention, wallet share, and referrals through proactive relationship management. Identify upsell and cross-sell opportunities, prepare forecasts and client plans, and reactivate dormant accounts. Serve as the primary FX contact, provide tailored solutions, collaborate with internal teams, and complete KYC, CDD, compliance, and unusual-activity monitoring requirements.
Summary Generated by Built In

Business Function 

Global Transaction Services is a product group within DBS’ Institutional Banking Group focused on the management and sale of Cash Management (including transactional FX payments), Documentary and Open Account Trade Finance, and Securities & Fiduciary products and services to corporates, financial institutions, and SMEs. 

And in DBS GlobeSend, we are on a bold mission to revolutionize cross-border payments. Our vision is to create a seamless, transparent, and cost-effective experience for individuals and businesses worldwide. We are committed to building the best cross-border payment platform in the world, and we are looking for passionate individuals to join our high-performing, innovative team. 

Aligned with DBS PRIDE! values, we foster a culture of collaboration, hard work, respect, integrity and continuous improvement! As part of the team, you will play a crucial role in delivering a seamless and transparent payment experience for our customers. This role requires individuals who is; 

  • result oriented and passionate about exceeding customer expectations and contributing to our shared vision of redefining the future of cross-border payments,  
  • looking for opportunity for growth and advancement in a dynamic and innovative environment. 
  • embraces a culture of collaboration, respect and continuous learning. 

Job Description 

We are searching for a passionate and driven Account Manager to join our growing team. The role will be responsible for managing and growing a portfolio of SME clients with cross-border payment and foreign exchange (FX) needs. This role focuses on deepening client relationships, understanding their international trade flows, and driving FX transaction volume while delivering best-in-class service. 

Responsibilities 

Portfolio Management & Revenue Growth 

  • Manage an assigned portfolio of SME clients engaged in import/export or cross-border business. 
  • Drive FX transaction volume and revenue through proactive client engagement and identification of new business opportunities. 
  • Conduct regular portfolio reviews to identify upsell and cross-sell opportunities for FX solutions or other banking facilities. 
  • Monitor client activity to ensure healthy wallet share, retention, and utilisation of FX facilities. 
  • Prepare revenue forecasts and client plans to ensure actual portfolio performance is on track to achieve the overall business objectives. 
  • Activate dormant/inactive business clients by encouraging them to transact 
  • Drive referrals through clients/partners to bring in incremental business 

 

Client Relationship Management 

  • Act as the primary point of contact for all FX-related matters, ensuring responsive and high-quality service. 
  • Build strong long-term relationships with business owners, CFOs, and finance teams. 
  • Understand clients' unique business needs and challenges related to foreign exchange, and provide tailored FX solutions. 
  • Collaborate with internal teams, including marketing, customer support, compliance, treasury and operation to ensure a seamless customer experience. 
  • Stay informed about the latest advancements and trends in the payments industry. 

 

Risk & Compliance 

  • Perform periodic KYC and CDD/Triggers reviews for assigned clients. 
  • Timely response to all RFIs (request for information) 
  • Ensure all activities comply with regulatory requirements and internal policies. 
  • Monitor for unusual activity and escalate where required. 

Skills & Qualifications 

  • Bachelor’s degree in Finance, Business, Economics or related field. 
  • 3–5 years of proven account management or sales experience. (Preferably in SME banking, FX sales, cross-border payments, or treasury services.) 
  • Strong relationship management and communication skills to build rapport and trust with clients. 
  • Prior experience in a telemarketing, bank, fintech, or payment institution preferred 
  • Wailing to learn about or already have good understanding of FX products and the foreign exchange market. (Preferably in SME banking, FX sales, cross-border payments, or treasury services.). 
  • Ability to work independently and collaboratively within cross-functional teams.  
  • English skill is a plus 
  • Banking Experience is a plus 

Location:

Taipei Hub - 13F

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time

Skills Required

  • Bachelor's degree in Finance, Business, Economics, or a related field
  • 3-5 years of proven account management or sales experience
  • Strong relationship management and communication skills
  • Ability to work independently and collaboratively within cross-functional teams
  • Willingness to learn about, or existing understanding of, FX products and the foreign exchange market
  • Prior experience in telemarketing, banking, fintech, or a payment institution
  • Experience in SME banking, FX sales, cross-border payments, or treasury services
  • English language skills
  • Banking experience
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
41,000 Employees
Year Founded: 1968

What We Do

DBS Bank is a leading financial services group in Asia, headquartered in Singapore. It provides a full range of consumer, SME, and corporate banking services. The bank is recognized for its digital innovation, having been named 'World's Best Digital Bank' and 'World's Best Bank' by various publications. It also operates the DBS Foundation, which supports social enterprises and community initiatives, reflecting its commitment to creating impact beyond traditional banking.

Similar Jobs

UL Solutions Logo UL Solutions

Project Engineer

Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
Remote or Hybrid
Taiwan
15000 Employees

UL Solutions Logo UL Solutions

Sales Executive

Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
Remote or Hybrid
Taiwan
15000 Employees

UL Solutions Logo UL Solutions

Senior Laboratory Assistant

Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
Remote or Hybrid
台灣
15000 Employees

UL Solutions Logo UL Solutions

Project Engineer

Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
Remote or Hybrid
台灣
15000 Employees

Similar Companies Hiring

Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees
Revel.io Thumbnail
Aerospace • Hardware • Robotics • Software
US
50 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account