Account Manager (Executive)

Account Manager (Executive) - Amsterdam

Monex is a leading global financial solutions provider.

Department Overview

The Sales department is responsible for strategic planning of overall business growth, identifying opportunities with new companies and clients for all Monex currency products (FX Spot, Forwards, Options), and maintaining relationships with existing clients to increase their business revenue and cross‑collaborate with the Introducing Brokers (IB) department wherever possible.

Job Overview

An Account Manager (Executive) is responsible for managing sales relationships with existing client accounts and prospecting new clients and accounts. They serve as the interface between clients and the dealing team and work closely with Compliance and Risk to ensure adherence to regulatory guidelines.

Key Responsibilities & Accountabilities

• Actively involved in all aspects of the 360 Sales Cycle: Prospecting & Lead generation (sourcing & pitching).
• Planning sales calls, meetings, post‑call follow‑ups.
• Presentations & documentation.
• Owning/implementing sales.
• Post sale follow‑up, repeat sales & upselling.
• Developing & maintaining strong client relationships (via trading team where appropriate).
• Maintaining current market knowledge (e.g., reading financial press, attending webinars).
• Maintaining accurate pipeline and forecast.
• Meeting set sales targets/KPIs weekly/monthly/quarterly/annual.
• Keeping accurate records and client interaction notes in the company database FXDB in line with GDPR requirements.

Key Skills & Experience Required

• Previous sales experience within a Business to Business (B2B) role.
• Experience working within a regulated financial services firm is highly desirable.
• Proven track record of operating at a Sales Manager level within a commercial sales environment (both face‑to‑face and telephone sales).
• Able to clearly articulate full understanding of end‑to‑end sales processes.
• Able to demonstrate strong sales techniques (persuasive, negotiation & closing skills).

Qualifications

• BA in Finance, Commercial Economics, Sales & Marketing or Management (desirable).
• Formal sales training, preferably within a regulated financial services context.

Languages

• High standard of oral & written English is mandatory.
• Fluency in other European languages (German, French, Polish, Romanian, Italian, Swedish, Norwegian, Danish, Spanish) is highly desirable.

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