Recruitment Context
This is a growth hire driven by team restructuring and our continued UK expansion. You will be joining at an exciting moment: iBanFirst UK is scaling aggressively, with a new Head of Desk joining the team in May and 8 FX Sales Executives actively pushing new business. The UK business is targeting 30–40% growth per year, and the Account Management team is at the core of that ambition.
Manager & Team
You will report to Joseph Calnan, incoming Head of Desk (joining May 11th).
You’ll be joining a UK dealing team of 6 people, including 3 Account Managers and 3 Partnership Account Managers, working hand‑in‑hand with a growing Sales team of FX Sales Executives.
What will you do?
At iBanFirst, Account Managers are the backbone of our client relationships. You won’t be cold‑calling — you’ll be handed a portfolio and trusted to make it grow. Your job is to become the go‑to expert for your clients: advising them on FX markets, executing transactions with precision, and ensuring they get maximum value from the iBanFirst platform.
Task breakdown (indicative):
* 50% — Client relationship management: Daily contact with clients, market commentary, quoting spot and forward transactions, managing portfolio health and retention
* 30% — Cross‑sell & upsell: Identify opportunities to deepen product usage, grow wallet share, and introduce clients to new iBanFirst features
* 20% — Internal collaboration: Working closely with Sales, Compliance, Treasury, Risk, and Settlements teams to ensure smooth onboarding, due diligence, and execution
Key responsibilities:
* Manage and grow a portfolio of SME and mid‑market clients, maximising revenue and ensuring strong retention
* Quote prices on spot and forward transactions, providing clients with best‑value execution and hedging solutions as well as broader treasury services
* Share market insights and economic perspectives with clients to position yourself as a trusted advisor on FX markets
* Cross‑sell and upsell across the iBanFirst product suite
* Collaborate with the Sales team to support new business and smooth client onboarding
* Work with Compliance and Due Diligence teams to ensure accounts are up to date
* Coordinate with Treasury, Risk, and Settlements teams to guarantee seamless trade execution
* Meet weekly and monthly activity targets and revenue KPIs
Role Objectives
First 3 months:
* Get fully up to speed on the iBanFirst platform, products, and internal processes
* Take ownership of your initial portfolio and establish strong day‑to‑day client relationships
* Hit activity targets (call volume, time on client conversations)
First 6 months:
* Grow portfolio revenue through consistent cross‑sell and upsell activity
* Operate autonomously on client interactions and FX execution
First 12 months:
* Take on additional clients from the Sales team as the book grows
* Be recognized as a trusted, high‑energy presence within the team and by clients
* Progress toward a higher AM Grade, with a clear trajectory in a fast‑growing market
What do you bring?
Experience:
* 2 to 4 years of experience in FX, international payments, or financial services in a B2B client‑facing role
* Proven track record managing client relationships and driving revenue
* Experience in a fintech, payments company, or FX brokerage is strongly preferred
Skills/Knowledge Required:
* Strong FX knowledge: comfortable quoting spot and forward transactions, full understanding of the yield curve and its impact on forward pricing
* Market awareness: you follow macroeconomic news, geopolitical developments, and their impact on FX markets — clients expect you to be their eyes and ears
* Outstanding communication skills: polished, articulate, and confident across phone, email, and in‑person interactions
* High energy and positive presence: you light up the room, bring enthusiasm to every client call, and thrive in a fast‑paced environment
* Sales mindset: you’re proactive, persuasive, and naturally look for opportunities to deepen client relationships
* Comfortable with technology and its application in corporate FX functions.
* Comprehensive understanding of compliance and risk frameworks
* Fluent English (full professional proficiency required)
What do we offer?
* Permanent contract
* Office location: London
* Work policy: Full‑time in the office (5 days/week). Flexibility for exceptional personal circumstances (medical appointments, etc.).
* Base salary: £50,000 – £65,000 depending on experience
* Bonus: Up to £30,000 per year performance‑based
Benefits & perks:
* Be part of a true pan‑European FX player present in 14 markets — a unique network to serve international businesses
* Work with a market‑leading product suite, including innovative instruments like the Dynamic Forward
* Collaborate with colleagues across European offices, with opportunities to visit other cities and work with AMs from across the network
* Join a young, energetic, and ambitious team at a pivotal moment of UK growth (targeting 30–40% per year)
* Pension scheme
* Private health insurance
* Vitality membership — 50% off gym memberships and exclusive health perks
* £100/month lunch contribution (Deliveroo, 5 days a week)
* Participate in company‑wide events, team offsites, and social activities
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