Company Overview: Our client is a global financial services firm providing institutional, corporate, and retail clients with access to financial markets worldwide. They empower individual investors in the retail sector with a variety of market-intelligence-based financial products.
Role Overview: We are seeking a dynamic Senior Client Relationship Manager to join our client experience team. You will serve as a trusted advisor to high-net-worth clients, working closely with various teams to provide tailored trading solutions. You’ll manage complex client relationships through regular contact, follow-ups, and KYC checks.
Responsibilities:
* Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs.
* Act as the primary point of contact, providing an exceptional client experience.
* Manage client lifecycle by maintaining information, timely responses, and proactive engagement.
* Assess growth opportunities and support regulatory, policy, and compliance updates.
Qualifications:
* 3+ years in sales or client management in financial services or retail.
* Experience in handle high new worth clients
* Understand financial products(FX, CFD, derivatives etc.) and trading
* Proven record of meeting targets and KPIs.
* Fluent in Madarin and English is a must
* “Hunter” mindset, with a focus on growth and client support.
* Skilled in using sales processes to improve conversions and shorten cycles.
* Strong organizational skills to maximize productivity and efficiency.
If you are interested, please share your resume to:
miranda.zhuang@xg-partners.com