Senior Relationship Manager, Wholesale FX

3 days ago

Sydney, New South Wales, Australia Westpac Group Full time
About the Role

We are seeking an experienced Senior Relationship Manager to join our Wholesale FX team at Westpac Group. As a key member of our team, you will be responsible for managing a significant portfolio of customers, providing exceptional phone, digital, and email-based foreign exchange portfolio management and execution support services.

Key Responsibilities
  • Manage a high-value book of clients, achieving sales objectives and providing guidance and advice on FX products.
  • Employ a sound understanding of FX execution principles, deal requirements, and products to exceed service expectations of customers and internal stakeholders.
  • Support the business' goal of improving customer satisfaction aligned with the Group's FX pricing, Risk Management, and research, and improving the Group's share of primary FX customer relationships.
  • Maintain effective relationships with key stakeholders to promote a 'customer first' and enterprise-led view of activity and behavior.
  • Determine the most effective client servicing methodology across digital and non-digital engagement.
  • Provide insightful idea generation to clients across the spectrum of foreign exchange risk management, incorporating a sound understanding of derivative structuring and corporate finance principles.
  • Comply with the letter and spirit of all Group and WIB policies, Dealing Room policies, and the B&C handbook.
  • Take ownership of risk in your role and perform your role in a way that reduces risk for our business and our customers.
What's in it for You?

As a Senior Relationship Manager at Westpac Group, you will have access to a range of benefits, including:

  • Inspiring locations and flexible workspaces.
  • Unexpected opportunities for growth and development.
  • Backing and great benefits from one of the most refreshing employers in Australia.
  • Access to some of the best banking, wealth, and insurance benefits in the market.
  • Generous paid and unpaid parental leave for your nominated primary and support carers.
Requirements

To be successful in this role, you will need:

  • Substantial experience executing FX products for Wholesale clients, including providing guidance and advice.
  • A developed understanding of compliance and regulatory obligations in providing balanced and evidenced advice, with appropriate records kept.
  • A demonstrated history of managing a high-value book of clients while achieving sales objectives, with excellent communication skills.
  • Exceptional understanding of FX products, deal systems, and advanced principles of FX risk management.
  • Relevant education and professional accreditation, including AFMA.

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