Senior Institutional FX Product Sales

About the role

OCBC is looking for a Senior FX/CFD Sales professional for its Global Markets Division. The role connects with sophisticated clients, builds relationships and delivers tailored solutions, with the aim of shaping market understanding and driving revenue growth within a leading regional bank. The position focuses on building the business for the Chinese market portfolio.

Key responsibilities

• Lead new client acquisition for leveraged FX and CFD products, targeting institutional clients primarily, as well as retail and high net worth individuals.
• Manage and nurture relationships with existing clients to maximise retention, satisfaction and revenue growth.
• Assist in onboarding new customers so they receive a smooth and compliant setup.
• Monitor client margins and risks, and manage margin calls by coordinating with clients to resolve shortfalls.
• Develop and execute sales plans to reach targets and expand market share in the FX and CFD segments.
• Work with marketing, product and trading teams to tailor offerings and deliver client-centric solutions.
• Advise clients through presentations and training, and monitor market trends and competitors to guide sales strategy.
• Ensure compliance with regulatory requirements and internal policies.

Required profile

• Minimum 5 years of industry experience in margin FX sales, preferably with exposure to CFDs or similar leveraged products.
• Proven track record in acquiring and managing institutional clients, plus experience with retail and high net worth clients.
• Fluency in spoken and written Mandarin is mandatory.
• Relevant professional qualifications or certifications in finance, trading or sales are a plus.

Required skills

• Strong understanding of Forex and CFD markets, products and trading platforms.
• Negotiation and closing skills.
• Ability to work independently and in a team in a fast-paced environment.

What we offer

• Competitive base salary.
• A suite of flexible benefits and community initiatives.
• Learning and professional development opportunities.