*️⃣【FinTech Sales Role｜Account Manager（FX/Banking Transaction Services）】每週可 2 天遠端辦公 / 年假 16 天起可議 / 歡迎金融科技及金融支付背景｜BIS_233

【Responsibilities】

Business Growth & Client Acquisition

• Develop and manage relationships with small and medium-sized businesses engaged in international trade and cross-border transactions.
• Identify opportunities to increase foreign exchange and payment activity through proactive client engagement and strategic account planning.
• Generate new revenue streams by expanding existing customer relationships and sourcing referral opportunities through business networks and strategic partners.
• Support customers in optimizing their international payment and currency management processes.
• Drive customer activation, engagement, and retention initiatives to maximize long-term portfolio value.

Client Advisory & Relationship Building

• Act as a trusted advisor to clients by understanding their business objectives, operating models, and international transaction requirements.
• Deliver tailored FX and payment solutions that address currency exposure, settlement efficiency, and business growth needs.
• Build strong partnerships with key decision-makers, including business owners, finance leaders, and treasury stakeholders.
• Maintain regular communication with clients to identify changing business priorities and emerging opportunities.
• Partner with internal stakeholders to deliver a seamless and client-centric customer journey.

Market & Industry Awareness

• Stay informed about developments in global currency markets, international trade flows, and payment technologies.
• Provide market insights and relevant updates that help clients make informed foreign exchange decisions.
• Monitor competitor activities and industry trends to identify opportunities for business growth and service enhancement.

Compliance & Risk Management

• Support customer onboarding and ongoing due diligence processes in accordance with internal policies and regulatory requirements.
• Ensure customer records and documentation remain accurate and up to date.
• Respond to information requests from internal compliance and risk teams in a timely manner.
• Assist in monitoring customer activity and escalating potential risks or unusual transactions when necessary.

【Skills & Qualifications】

• Bachelor’s degree in Finance, Business, Economics or related field.
• 2–5 years of proven account management or sales experience. (Preferably in SME banking, FX sales, cross-border payments, or treasury services.)
• Strong relationship management and communication skills to build rapport and trust with clients.
• Prior experience in a telemarketing, bank, fintech, or payment institution preferred
• Wailing to learn about or already have good understanding of FX products and the foreign exchange market. (Preferably in SME banking, FX sales, cross-border payments, or treasury services.).
• Ability to work independently and collaboratively within cross-functional teams.

–––––––––––––––––––––––––––––

▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com
▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/