Sr. Account Representative (Mandarin Speaking)

Convera

$100K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of Foreign Exchange Sales or Dealing experience required
  • Strong relationship-building skills with corporate clients
  • Proficient in engaging with corporate customers via phone
  • Proactive in identifying new business opportunities
  • Strong attention to detail in transactional processes
  • Ability to thrive in a fast-paced environment
  • Degree in Economics, Finance, Mathematics, or a quantitative field
  • Bilingual in English and Mandarin is a plus

Responsibilities

  • Deliver exceptional client service to a portfolio of 60-80 corporate Canadian clients
  • Manage a diverse range of foreign exchange transactions
  • Focus on client retention while seeking upselling and cross-selling opportunities
  • Utilize advice across departments to make informed business decisions
  • Proactively contact and meet clients to understand their needs and goals

Benefits

  • Competitive salary
  • Performance-based bonus opportunity
  • Career growth and development prospects in a global organization
  • Comprehensive corporate benefits package
Full Job Description
In this role you will work with a portfolio of corporate customers on their foreign exchange and payments requirements to achieve set business goals. You will actively engage with them to bring Convera's services to bear on their business needs.

Responsibilities
  • Delivering an excellent client experience to a portfolio of approximately 60 to 80 Corporate Canadian customers.
  • Managing and transacting a wide range of FX deals across our broad product range, you'll be tasked with retaining clients as well as maximizing opportunities for upselling and cross-selling.
  • Able to draw on advice and expertise from across the business you'll be responsible for making excellent business decisions and rewarded accordingly through a generous and transparent bonus scheme.
  • Achieving and surpassing your targets you'll need to be proactive, regularly contacting and meeting up with customers and being aware of their specific requirements and how we might be able to serve them best.

Required Qualifications
  • Experience in Foreign Exchange Sales or Dealing is required to be considered for the role
  • Proven ability to build and grow customer relationships
  • Comfortable on the phone with corporate customers
  • Pro-active in finding new relationships and opportunities
  • Strong attention to detail
  • Able to excel in a fast-paced environment
  • Degree in Economics, Finance, Mathematics, or other quantitative discipline
  • Canadian Citizen / Permanent Resident
  • Bilingual: English / Mandarin

Preferred Qualifications

Below are nice-to-have qualifications, but not required:
  • Minimum of 36 months' experience dealing hedging solutions (forward and option) to corporate or SME customers.
  • In depth knowledge and understanding of FX option structures and hedging strategies
  • Ability to structure FX option hedging solutions
  • Technical & fundamental understanding of broad financial markets
  • Ability to disseminate technical and fundamental knowledge into a saleable form
  • Some sales experience, either business development or upsell to existing clients, preferred
  • Excellent communication and listening skills
  • Ability to ask probing questions to understand needs of customer and solution sell FX risk management strategies
  • High degree of professionalism
  • Strong desire to succeed and motivate self and the team
  • Ability to deal effectively with all types of people, build and maintain supportive relationships with key business contacts
  • Effective time management skills
  • Excellent presentation skills
  • Solid IT skills with ability to use MS Excel, Word, PowerPoint, Reuters & Bloomberg.
  • MBA and/or CFA designation (or working towards) would be an asset


We offer an abundance of competitive perks and benefits including:
  • Competitive salary
  • Opportunity to earn a bonus (dependent on performance)
  • Great career growth and development opportunities in a global organization
  • Corporate benefits

There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments.

Apply now!

Final compensation and benefits will be discussed during the hiring process and may vary based on individual circumstances and business needs.

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