Account Manager

Taipei, Taiwan

TWD 1,200,000 – TWD 2,000,000

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