JOB DESCRIPTION AND DUTIES

Senior FX Dealer – Corporate and Private Clients

At Currency Partners we assist companies and private clients with all their foreign exchange related transfers and
cross-border payments by tailoring our solutions to their unique requirements.
We are looking for an ambitious and self-driven Senior FX Dealer to join our team.

Reports to
The Senior FX Dealer will report to the Head FX Dealer, Jonathan Racussen.

Job Overview
Responsible for the performance of the trading book and ensuring that the desk is successful in operations, sales,
and profitability.

Trade Execution or Dealing:

• Executing trades on behalf of clients. This includes securing exchange rates to buy and sell foreign
currency in a timely and accurate manner and managing margins to maximise the profitability of
transactions for clients within set parameters.
• Monitor market conditions to assess the impact of economic events on the financial markets and
currencies. This includes understanding market trends and familiarising yourself with current events and
news to stay informed at all times.
• Manage market and exchange rate risk. This includes assessing market risks, identifying potential hazards,
and implementing risk mitigation strategies for clients.
• Provide clients with relevant market insights and analysis. This includes keeping clients informed of
market trends, providing relevant information, and offering our “house views” when asked.
• Ensure compliance: You will need to ensure compliance with regulatory requirements, including SARB
Exchange Control, anti-money laundering (AML) and know-your-customer (KYC) regulations.

Currency Partners (Pty) Ltd

T +27 (0)86 002 2007 E info@currencypartners.co.za W currencypartners.co.za
CT The Terraces, 25 Protea Road, Claremont, 7806 JHB 16 Baker Street, Rosebank, 2196 DBN Level -3 Regus Workspace, 18 The Boulevard, Westway
Office Park, Westville, 3692 Directors E J Feltz, B V Voogt Reg No. 2015/374045/07 VAT No. 4890269311
Licensed by the FSCA as an authorised Financial Services Provider (No. 35134). Authorised by the SARB to act as a Foreign Exchange Intermediary (No. 1431).
Relationship Management:

We believe that happy clients are the key to our success and building personal relationships with your
clients is an integral part of that and will be measuring customer satisfaction through surveys and keeping
a record of the feedback received from your clients.

• Build and maintain relationships with key clients. This includes understanding their business needs,
providing personalized service, and addressing any concerns or issues that arise.
• Identifying opportunities to cross-sell products and services to existing clients. This includes introducing
new products and services, expanding existing relationships, and increasing the revenue from existing
customers through profit maximising margin management.
• Resolve any issues that arise with clients. This includes addressing complaints, managing conflicts, and
ensuring that clients receive timely and effective service.
• Display a proactive approach to managing the relationships with your clients, evidenced by a record of
call and meeting activity which you must maintain.

Business Development:

• Identify and evaluate new business opportunities and generate leads for the business from both internal
and external sources through conducting market research, analysing our client base, industry trends, and
assessing the competitive landscape.
• Support the BC team in converting new leads and assisting with RFQs, pricing discussions and market
information for new potential clients.
• Develop and maintain business relationships with key stakeholders, clients and partners to ensure
retention and grow business revenue.

Minimum qualifications and experience

• Matric
• Tertiary financial degree
• RE exams may be required
• ACI Dealing Certificate would be advantageous
• FX Dealing experience or exposure would be advantageous

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