Key skills
Sales
About this role
Role Overview
- Deliver revenue targets for shared client portfolios and the Institutional FX team
- Manage end‑to‑end trade processes including pricing, credit checks and deal input
- Jointly manage an existing client portfolio using data‑driven insights to enhance engagement
- Support daily Institutional FX processes such as pitch packs, payments, market commentary and deal entries
- Identify and implement process improvements and automation opportunities
- Build strong collaborative relationships across Institutional Sales, Australia Franchise and key stakeholders
- Create learning opportunities to deepen product and customer knowledge
- Adhere to Markets suitability frameworks, governance standards, regulatory requirements and ANZ
Requirements
- 12 months+ FX markets experience, with a customer focus
- Proven ability to identify customer opportunities, build relationships and provide effective solutions
- Ability to build strong relationships with internal stakeholders and external clients, influence and collaborate with cross functional teams and across the ANZ network
- Demonstrated ability to analyse, understand and respond to client needs through active use of data
- A desire to share knowledge and experience for the benefit of the team
- Ability to adapt future approach based on previous experience, mistakes and developmental feedback
Benefits
- Access to health and wellbeing services
- Discounts on selected products and services from ANZ