Relationship Manager (Chinese Speaker)

Reporting to the Team Lead /Senior– Relationship Manager.   

As a Relationship Manager, you will focus on onboarding new clients and be involved in the growth of these accounts by employing a value-based relationship approach. You will work in a team comprising culturally diverse professionals with different skill sets who support each other in delivering impactful results.  

You will:  

• Meet and exceed personal and team KPI targets.  

• Activate, retain and grow your customer portfolio through providing personalized voice & social media support and fulfilling their needs.  

• Develop a professional and trusting relationship with your active portfolio of clients, keeping them up to date with our developments to ensure they receive the highest level of service.  

• Research sources for developing prospects and for information to determine customers' potential.  

• Prepare and enable efficient sales activities with available tools, reports, action items, and business insights.  

• Listen to customers and offer the best solutions to their needs and concerns.  

• Cooperate with relevant departments to resolve issues and complaints in a timely manner.  

• Provide feedback to relevant departments on customer needs, expectations, and frustrations.  

• Continuously improve knowledge of the financial markets and the company’s offering.  

• Updating individual/team daily, weekly, and monthly reports for management when required.  

• Provide feedback to relevant departments on customer needs, expectations, and frustrations.  

• Display behaviors aligned with our core values – inside and outside the office.  

• Adhering to all compliance and security requirements.  

• Stay abreast of global economic indicators, central bank decisions, and geopolitical events that can affect forex markets. 

• Translate complex financial and economic data into understandable investment advice. 

• Any additional duties and responsibilities that may be required.