Sales Trader/Account manager

Sales Trader – Trading Room / Client Management

Company Intro

Join a fast-growing financial services firm specializing in FX, hedging, cross-border

payments, and capital market solutions for SMEs and corporate.

Role Summary

We are building a next-generation client management team that merges trading floor

intensity with data-driven account growth. As a Sales Trader, you will sit on the trading

desk, manage your own portfolio, and play a critical role in driving revenue, client

satisfaction, and day-to-day FX execution.

What You’ll Be Doing

 Manage and grow a portfolio of B2B clients in the FX and cross-border payments space

 Execute FX trades and manage exposure, ensuring operational accuracy and market

competitiveness

 Be a proactive commercial partner to your clients: understand their needs, suggest

solutions, follow up, and monetize relationships

 Prepare and send daily/weekly reports to clients and support periodic performance

reviews

 Use internal BI tools and CRM dashboards to identify trends, client behavior, and

revenue opportunities

 Collaborate closely with the broader Client Management team to ensure alignment,

coverage, and process discipline

 Handle pressure calmly, maintain focus, and avoid operational errors in a high-tempo

trading environment

What We’re Looking For

 Commercial drive with a sales-trader mindset — you build trust while growing revenue

 3–5 years of experience in trading, dealing, client management, or capital markets

 Strong understanding of FX products and corporate treasury needs

 Comfortable working with data dashboards, exposure tools, and trade reports

 Excellent interpersonal and verbal communication skills

 Strong time management and ability to handle multiple conversations and tickets in

parallel

 Experience in a trading room or front-office financial environment is a plus

 Licensed Financial Advisor (רישיון יעוץ/שיווק השקעות) – advantage

Who You Are

You’re methodical, analytical, and thrive on structured chaos. You understand clients,

markets, and numbers. You’re persuasive without pushing, accurate without

over complicating. You act like a mini-desk head — managing your own clients while playing

well with others.

Why Join Us

You'll sit at the heart of the business — the trading desk — where strategy, client revenue,

and execution converge. We’re growing fast and upgrading how financial services are

delivered to companies. This role gives you a hands-on seat to influence revenue, client

experience, and future product evolution.