Client Portfolio Support
Core
Manage and assist a portfolio of corporate clients, offering service across FX hedging and cash management products.
Role type
client portfolio support specialist (FX dealing support)
Builds
client service and trade execution support for corporate FX and cash management
Domain
financial services / FX trading
Deliverable
client delivery
Required skills
FX market knowledge, trade execution, client relationship management, high-volume communication, process understanding (screening, operations, compliance), mathematical aptitude
Preferred skills
1+ years FX industry experience, degree in economics/business/finance
Technologies
Bloomberg, trading platforms
Responsibilities
Service a portfolio of clients through FX hedging and cash management products; Execute FX trades (SPOT, FWD) with liquidity providers; Handle high volume of incoming requests via phone and email; Gain understanding of cross-departmental processes; Build and maintain strong client relationships
