Client Management Specialist

Join a fast-growing financial services firm specializing in FX, hedging, cross-border payments, and capital market solutions for SMEs and corporates.

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 overcomplicating. 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.