Private Client Account Manager

Company Description Regency FX is a dedicated currency transfer specialist focused on providing lean, efficient, and cost-effective services to private and business clients. By concentrating solely on currency transfers, the company is able to undercut traditional high street banks and pass cost savings directly to clients. The team has more than 75 years of combined experience in currency transfer and related financial services, ensuring knowledgeable and reliable support. Clients receive attentive, high-quality service whether they are transferring £1,000 or £1 million+, with senior oversight from the Director of Trading. Regency FX emphasizes personal care, professionalism, and strict service standards in every client interaction.
Role Description The Private Client Account Manager is a full-time, hybrid role based in Truro, with some flexibility to work from home. In this role, the individual will manage and grow relationships with private clients, providing tailored currency transfer solutions and financial guidance related to their international payment needs. Day-to-day responsibilities include handling client inquiries, executing and monitoring transfers, offering market updates, and ensuring that each transaction is delivered with a high level of care and attention. The role involves understanding clients’ financial objectives, coordinating with the trading team, and maintaining accurate records and compliance documentation. The Private Client Account Manager will be expected to uphold Regency FX’s service standards, proactively identify opportunities to add value, and support clients through every stage of the transfer process.
Qualifications

• Experience working with Private Clients, with a strong focus on relationship management and client service.
• Knowledge of Financial Planning principles and the ability to understand clients’ broader financial objectives.
• Familiarity with Portfolio Management concepts, including risk awareness and asset allocation considerations.
• Understanding of Tax and Tax Advisory aspects relevant to cross-border transfers and private client needs.
• Strong analytical and numerical skills, with attention to detail and accuracy in transaction processing.
• Excellent verbal and written communication skills, with a professional and client-centric approach.
• Previous experience in foreign exchange, financial services, or wealth management is highly advantageous.
• Ability to work effectively in a hybrid setting, managing time and priorities both in-office and from home.
• Relevant education in finance, economics, business, or a related field is preferred.