Senior Associate, Account Manager, GlobeSend, Global Transaction Services

Business Function

Global Transaction Services is a product group within DBS’ Institutional Banking Group focused on the management and sale of Cash Management (including transactional FX payments), Documentary and Open Account Trade Finance, and Securities & Fiduciary products and services to corporates, financial institutions, and SMEs.

And in DBS GlobeSend, we are on a bold mission to revolutionize cross-border payments. Our vision is to create a seamless, transparent, and cost-effective experience for individuals and businesses worldwide. We are committed to building the best cross-border payment platform in the world, and we are looking for passionate individuals to join our high-performing, innovative team.

Aligned with DBS PRIDE! values, we foster a culture of collaboration, hard work, respect, integrity and continuous improvement! As part of the team, you will play a crucial role in delivering a   seamless and transparent payment experience for our customers. This role requires individuals who is;

- result oriented and passionate about exceeding customer expectations and contributing to our shared vision of redefining the future of cross-border payments,

- looking for opportunity for growth and advancement in a dynamic and innovative environment.

- embraces a culture of collaboration, respect and continuous learning.

Job Description

We are searching for a passionate and driven Account Manager to join our growing team. The role will be responsible for managing and growing a portfolio of SME clients with cross-border payment and foreign exchange (FX) needs. This role focuses on deepening client relationships, understanding their international trade flows, and driving FX transaction volume while delivering best-in-class service.

Responsibilities

Portfolio Management & Revenue Growth

- Manage an assigned portfolio of SME clients engaged in import/export or cross-border business.

- Drive FX transaction volume and revenue through proactive client engagement and identification of new business opportunities .

- Conduct regular portfolio reviews to identify upsell and cross-sell opportunities for FX solutions or other banking facilities.

- Monitor client activity to ensure healthy wallet share, retention, and utilisation of FX facilities.

- Prepare revenue forecasts and client plans to ensure actual portfolio performance is on track to achieve the overall business objectives.

- Activate dormant/inactive business clients by encouraging them to transact

- Drive referrals through clients/partners to bring in incremental business

Client Relationship Management

- Act as the primary point of contact for all FX-related matters, ensuring responsive and high-quality service.

- Build strong long-term relationships with business owners, CFOs, and finance teams.

- Understand clients' unique business needs and challenges related to foreign exchange, and provide tailored FX solutions .

- Collaborate with internal teams, including marketing, customer support, compliance, treasury and operation   to ensure a seamless customer experience .

- Stay informed about the latest advancements and trends in the payments industry.

Risk & Compliance

- Perform periodic KYC and CDD/Triggers reviews for assigned clients.

- Timely response to all RFIs (request for information)

- Ensure all activities comply with regulatory requirements and internal policies .

- Monitor for unusual activity and escalate where required.

Skills & Qualifications

- Bachelor’s degree in Finance, Business, Economics or related field.

- 3–5 years of proven account management or sales experience . ( Preferably   in SME banking, FX sales, cross-border payments, or treasury services. )

- Strong relationship management and communication skills   to build rapport and trust with clients.

- Prior experience in a telemarketing, bank, fintech, or payment institution preferred

- Wailing to learn about or already have good understanding of FX products and the foreign exchange market.  ( Preferably in SME banking, FX sales, cross-border payments, or treasury services. ) .

- Ability to work independently and collaboratively within cross-functional teams.

- English skill is a plus

- Banking Experience is a plus

Location:
Taipei Hub - 13F

Job:
Product Sales

Schedule:
Regular

Employee Status:
Full time