Sales Relationship Manager

icon building Company : Upfront Hr
icon briefcase Job Type : Full Time

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Job Description - Sales Relationship Manager

Job Description

Our client is a 20 year-leading online wealth management organization with headquarters in the UAE. They are looking for experienced Relationship Managers with background in banking, or Forex within the fintech industry. Candidate must be fluent in Chinese to be selected for this role. Duties and Responsibilities:
Maintain and develop the client portfolio by giving tailored support and access to data our clienteles requirement.
Offer excellent client experience and act as POC to our HNWI solving any kind of disputes and proposing support across their transaction with us.
Guarantee to reach KPIs (net deposits/ active traded clients/ call time, etc.);
Improving customer service quality/experience, efficiency and lucrativeness;
Answering e-mails, assisting with client deposits, trading, withdrawals, client training;
Collaboration with related divisions to resolve concerns and grievances in a sensible manner;
Providing precise data to clienteles concerning business's products and services;
Arranging and giving financial market apprise on regular basis;
Updating reports in a daily, weekly, and monthly manner in relation to customer portfolio;
Updating in-house systems with correct information;
Giving feedback to appropriate departments regarding client's expectations and issues. Requirements
Bachelor's degree (Business, Finance, Economics or relevant field)
1 - 2 years' relevant experience in Trading and Sales industry.
MUST be a native Chinese speaker in communication and writing skills.
Passion about financial market and trend.
Ability to provide Expert Services.
Flexible work rotation.
Significant trading experience would be an advantage.
Global Equity trading experience will be an advantage.
Computer literate.
Knowledge of technical and fundamental analysis.
Excellent numerical/mathematical abilities.
Target oriented with the ability to work with initiative and within a team.

Skills



Preferred Candidate

Career Level
Mid Career

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