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Dealer

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Xe.com

3mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Sales & Business Development
    Banking & Finance
  • Madrid
  • Quick Apply

AI generated summary

  • You must be results-oriented, have strong numeric and communication skills, excel in relationship management, and monitor financial markets with attention to detail.
  • You will engage clients, maintain records, build relationships, ensure compliance in onboarding, implement training, manage retention, and handle client complaints professionally.

Requirements

  • Results orientated and ability to prioritise tasks in a fast-paced environment
  • Ability to build lasting relationships with clients to drive results
  • Is engaged and uses initiative to assist with improving business processes and productivity
  • Strong numeric skills
  • Relationship management, customer services skills and sales tenacity
  • Monitoring of financial markets
  • Excellent communication skills
  • Attention to detail

Responsibilities

  • Working with the CD to ensure effective implementation of desk initiatives
  • Consistently and actively calling clients and answering emails
  • Maintaining up to date records of client’s activities and requirements within company’s internal systems
  • Building relationships with customers, affiliates and other internal stakeholders
  • Ensure all customer on-boarding is performed in accordance with regulatory requirements and HiFX policies and procedures
  • Ensure training provided is implemented
  • Manage retention levels at the expected and targeted position
  • Manage all client complaints in a professional manner, escalating where needed

FAQs

What is the primary function of a Corporate FX Dealer at Xe?

The primary function of a Corporate FX Dealer at Xe is to retain and grow a profitable portfolio of client accounts through effective relationship management, ensuring clients have access to market updates and intelligence.

What responsibilities do Corporate FX Dealers have regarding client transactions?

Corporate FX Dealers are responsible for securing market orders, obtaining regular transactions from clients, and executing spot/forward payments through HiFX. Once regulated, they also offer FX options and FX structured products as hedging tools via HiFM.

How important is relationship management in this role?

Relationship management is crucial in this role, as Dealers are expected to build lasting relationships with clients to drive results and ensure client retention.

What skills are required for the Dealer position?

Required skills include strong numeric skills, relationship management, customer service skills, sales tenacity, excellent communication skills, attention to detail, and the ability to prioritize tasks in a fast-paced environment.

What are the educational or professional requirements for this role?

The job description does not specify educational or professional requirements, but it emphasizes the importance of skills related to relationship management and financial markets monitoring.

What benefits are offered to employees in this role?

Benefits include a competitive market-based salary, 23 days of holiday, medical insurance, lunch vouchers, and participation in the Euronet Employee Share Purchase Plan (ESPP).

How does Xe promote diversity and inclusion in its workforce?

Xe is committed to ensuring their communities are represented across the workforce and encourages diversity in all respects, making recruitment practices barrier-free and accessible for everyone.

How can candidates request adjustments during the application process?

Candidates can request adjustments during the application, interview, or assessment process by contacting Xe at recruitment@xe.com.

Are there expectations regarding client complaints?

Yes, Corporate FX Dealers are expected to manage all client complaints in a professional manner and escalate issues as needed.

What is considered a key component for success in this role?

A key component for success in this role is being results-oriented and actively engaging with clients to improve business processes and productivity.

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Xe.com

Powering you and your business with the world's most trusted currency tools and money transfers for over 25 years.

Finance
Industry
201-500
Employees
1993
Founded Year

Mission & Purpose

At Xe, we live currencies. We provide a comprehensive range of currency services and products, including our Currency Converter, Market Analysis, Currency Data API and quick, easy, secure Money Transfers for individuals and businesses. We leverage technology to deliver these services through our website, mobile apps and over the phone. Last year, we helped nearly 300 million people access information about the currencies that matter to them and over 350,000 people used us to send money overseas. Thousands of businesses relied on us for information about the currency markets, advice on managing their foreign exchange risk or trusted us with their business-critical international payments. At XE, we share the belief that behind every currency exchange, query or transaction is a person or business trying to accomplish something important, so we work together to develop new and better currency services that put our customers first. We are proud to be part of Euronet Worldwide (Nasdaq: EEFT), a global leader in processing secure electronic financial transactions. XE is part of the Money Transfer Division of Euronet and is the unification of HiFX and XE.com. Xe Money Transfer is a service of Continental Exchange Solutions, Inc., dba Xe USA NMLS ID 920968. License status can be viewed at www.nmlsconsumeraccess.org. The Commissioner of Financial Regulation for the State of Maryland will accept all questions or complaints from Maryland residents regarding Continental Exchange Solutions, Inc., dba Xe USA NMLS ID 920968, at Office of the Commissioner of Financial Regulation Maryland Department of Labor 1100 North Eutaw Street, Suite 611 Baltimore, Maryland 21201. Phone 888-784-0136.