About this role
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