Transactional FX Sales

Barclays

. Generate revenue and promote the bank's diverse product and service offerings .

Posted 11/10/2026full-timeLeeds • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Foreign Exchange sales, client relationship management, and regulatory compliance within financial services. Proficient in analyzing client data and market trends to drive revenue growth and enhance customer engagement.

Highest-signal resume keywords

Foreign Exchange Sales ExperienceClient Relationship ManagementRegulatory Compliance KnowledgeNumerical and Financial LiteracyStakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Portfolio ManagementSales Process ManagementData AnalysisNegotiation SkillsFX Product KnowledgeMarket Trend AnalysisLead Conversion MetricsRisk ManagementCommercial Outcome DeliveryInternal MI Systems Usage

Soft Skills

Client FocusBusiness AcumenCommunication SkillsTrust-BuildingProblem-Solving

Certifications & Qualifications

Mandatory Regulatory QualificationsPRA Compliance QualificationsUK Financial Conduct Authority Qualifications

Industry Keywords

Financial ServicesForeign ExchangeFCA RegulationsPRA RegulationsMarket Share GrowthClient RetentionTrading ActivityFX Pricing NegotiationStakeholder PartnershipsSales Metrics

About the role

Key responsibilities & impact

Generate revenue and promote the bank's diverse product and service offerings
Identify potential customers, analyse their needs and preferences, and monitor market trends and competitor strategies
Create target customer segment profiles to tailor sales approaches and product recommendations
Manage potential and existing customer relationships through high-quality support, query resolution, trust-building, and understanding financial goals
Explain banking product features, benefits, risks, compliance requirements, enhancements, and regulatory requirements to customers
Develop sales pitches and proposals, convert leads into customers, and negotiate mutually beneficial terms
Collect and analyse customer feedback to inform product development and sales strategies
Monitor lead conversion rates, customer acquisition costs, and other sales metrics
Build client relationships, deliver FX market insight, and support growth in market share across the North of England
Engage senior stakeholders and provide FX training
Work with Coverage teams to identify opportunities to improve client retention and wallet share
Manage the end-to-end sales process from initial engagement through post-sale support
Analyse client trading patterns, negotiate FX pricing within internal frameworks, and monitor competitor activity
Maintain focus on risk and controls and ensure activity meets FCA and PRA regulatory requirements
Advise stakeholders and senior management on functional and cross-functional impacts
Manage and mitigate risks, strengthen controls, and collaborate across business areas
Develop innovative solutions through sophisticated analysis and extensive research
Build and maintain internal and external stakeholder partnerships
Regularly travel across the North of England

Requirements

What you’ll need

Experience or knowledge of Foreign Exchange within a sales environment
Experience managing a customer portfolio and delivering commercial outcomes
Numerical and financial literacy, with the ability to interpret client data and trading activity
Experience using internal MI systems
Knowledge of FX products, dealing channels and trading activity
Experience negotiating pricing within a structured framework
Understanding of regulatory requirements within financial services
Experience working with coverage or relationship teams
Client focus, business acumen, stakeholder engagement, risk and controls, communication and technical expertise may be assessed
May require mandatory regulatory qualifications or minimum qualifications to meet internal company benchmarks under PRA and UK Financial Conduct Authority regulations
Regular travel across the North of England