Forex Account Manager – Conversion Agent (Colombia)

About the role

MultiBank Group is seeking a results‑driven Forex Account Manager – Conversion Agent based in Colombia to turn newly registered LATAM leads into active, funded trading clients. The role blends sales, client onboarding, and compliance while delivering top‑tier customer service.

Key responsibilities

• Lead Conversion: Contact and engage newly registered leads via phone, WhatsApp, and email, converting them into first‑time depositors (FTDs).
• Client Onboarding: Guide prospective clients through account opening, KYC/document verification, funding methods, and trading platform setup.
• Product Advisory: Present Forex and CFD products, account types, and trading platforms tailored to each client’s experience level and trading goals.
• Objection Handling & Follow‑Up: Overcome client objections and consistently follow up on warm and pending leads to maximize conversion rates.
• Pipeline Management: Maintain accurate records of all client interactions, lead status, and sales activity in the CRM.
• Payments Support: Promote local LATAM payment methods and assist clients with deposit‑related queries in coordination with the Payments team.
• Risk Management Education: Educate new clients on the risks of leveraged trading and the importance of sound risk management.
• Sales Performance: Achieve or exceed monthly KPIs, including call volume, FTD count, conversion rate, and deposit value; report on sales activities regularly.
• Market Feedback: Share insights on LATAM client needs, lead quality, and competitor offerings to support regional sales and marketing strategies.
• Internal Collaboration: Coordinate with internal teams (retention, marketing, payments, support, and compliance) to ensure a smooth client journey from registration to first trade.

Required profile

• Education: Bachelor’s degree in Finance, Business, Economics, or related field preferred; Forex certifications are a plus.
• Experience: Minimum 2 years of sales or conversion experience, preferably within Forex, CFD brokerage, or financial services.
• Language: Native or fluent Spanish required; English is a strong plus.
• Location: Based in Colombia with strong knowledge of the Colombian and wider LATAM market.
• Forex Knowledge: Solid understanding of Forex markets, leverage, margin, and basic trading concepts.
• Sales Skills: Proven track record of meeting or exceeding FTD and conversion targets in a high‑volume, target‑driven environment.

Required skills

• Excellent phone presence, persuasion, and negotiation skills.
• Proficiency with Forex trading platforms (e.g., MT4, MT5, cTrader) and CRM systems.
• Ability to explain trading concepts clearly.

What we offer

• Competitive salary and comprehensive employee benefits.
• Opportunities for professional growth and career advancement.
• Collaborative, inclusive, and dynamic work environment.