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The FX Counselor Lead is a seasoned professional role within the Citi Global Wealth Capital Markets Group, covering client activity in FX. This is a recognized technical authority position requiring significant commercial awareness and developed communication skills to guide and influence others.
Job Responsibility:
Generate revenue by selling Foreign Exchange products to CGW clients
Provide relevant market updates and insight to clients and stakeholders
Price and execute spot, forward, option contracts and FX derivative solutions
Calculate and monitor FX credit limit utilization
Coordinate with Relationship Managers and FX Sales in the development and implementation of new business initiatives for Foreign Exchange
Call on clients throughout the CGW target market to determine FX needs
Establish and maintain long-term relationships with CGW clients
Maintain thorough knowledge of CGW FX products and services while keeping up to date on market news and events
Develop strong working knowledge of all marketplace offerings and competitors' strengths and weaknesses
Monitor trends and developments in customer's businesses and in the financial services industry
Assess risk when making business decisions and drive compliance with applicable laws, rules and regulations
Requirements:
A good track record of experience in a similar role
Sales and trading experience in financial services and the FX Market
Excellent interpersonal skills to deal with both internal staff and external clients
FX market knowledge and experience
Strong IT skills essential
Strong analytical skills essential
Ability to develop strong working relationships across functional and geographical lines
Regulated role with applicable/mandatory licenses and/or qualifications
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