Senior Corporate Dealer

at  XE

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 app and by phone. Last year, we helped over 300 million people access information about the currencies that matter to them and over 225,000 people used us to send money overseas.
We are proud to be part of Euronet Worldwide (Nasdaq: EEFT), a global leader in processing secure electronic financial transactions. Under their Money Transfer division, Xe and Ria Money Transfer have been brought together to help establish the third largest money transfer business in the world.
Reporting to the Head of Corporate Sales - APAC, the Senior Corporate FX Dealer is responsible for managing and building relationships with corporate customers and generating revenue through the execution of FX transactions.

• Proactively manage a portfolio of Corporate clients, taking ownership of the relationships and ensuring that XE wins and retains as much of the FX business as possible from each client.
• Regularly visit your clients face to face to gain a better understanding of their needs and build stronger relationships.
• Accurately price and execute FX transactions when receiving client instructions, including spot deals, market orders, forward exchange contracts, swaps, FX options, pre-deliveries, and rollovers.
• Support your clients to manage their FX risk management strategies, assessing the suitability of clients to different products and services offered by Xe, in line with Xe procedures.
• Learn and understand the full suite of Xe’s FX option products, and ensuring you are capable of fully explaining the outcomes, risks, and rationale of FX options to clients.
• Execute FX option with XE’s counterparties on behalf of clients.
• Maintain the KYC and Wholesale/Retail status of your portfolio, in line with policies and procedures.
• Make margin calls and ensuring your clients timely payment of margin when required.
• Proactively seek to win new business opportunities through your portfolio and broader network.
• Participate in networking or client entertainment events as required.
• Work closely with the rest of the XE’s dealing team to maintain complete coverage of XE’s Corporate client base when team members are on leave of any kind.
• Familiarise yourself with other XE products as required, including products like API solutions and mass payments.
• Work collaboratively with compliance, operations and other back-office teams to resolve clients’ issues in a timely manner.
• Maintain awareness of financial markets, including economic events and data releases, including writing market commentaries.
• Prepare, submit, and manage credit applications and trading limits for clients entering derivative FX transactions.
• Adhere to and remain up to date with all Australian and New Zealand regulatory requirements and XE’s policies and procedures.
• Maintain your training requirements and Continuing Professional Development (CPD) hours.