The Role:
As a Senior Client Relationship Specialist, you shall be part of this anchor team to grow businesses, retaining and growing profitable revenues with a portfolio of our prestige clients. You are someone who believes that your high level of service standard and your passion in providing professional product knowledge to our clients will foster a best-in-class client experience within our Fintech brand. Your key responsibilities will include the following but not limited to:
- Taking the initiative to reach out to our group of leads/clients daily, to enhance our client's satisfaction level and build lasting clients relationship.
- Develop creative strategies to bring in new clients as well as to retain existing clients.
- Providing best in class experience to both existing and new clients on their on-boarding journey, advising product related solutions and follow-up with clients diligently.
- Reviewing clients investment portfolios and risk profiles regularly.
- Ensure all enquiry through various sources are being attended to promptly.
- Understand clients requirements and expectations & convey accurate information/solutions in an efficient & effective manner.
- Updating clients on our product management changes as well as market trends or events.
- Maintain and update the Client Relationship Management (CRM) tools regularly, to ensure all leads & clients are attended to.
- Always ready to provide customers feedback, your suggested solutions or recommendations to the Client Relationship Manager and other stakeholders within the company.
- Achieve monthly targets or complete any assigned tasks by the Client Relationship Manager or Team Leader.
Your Profile
- Good knowledge of how CFD products (ie: Foreign-Exchange Currencies, Indices, Bonds, Metals, Commodities, Shares, ETFs, and Cryptocurrencies) work. Candidates with prior investing or trading experience would be an added advantage.
- Preferably has 1-2 working years within the securities or FX industry;
- At least 2 years of client relationship management experience, preferably 1 year working in a financial product trading or financial brokerage environment;
- a minimum of diploma or above;
- strong interpersonal, problem-solving skills, decision making skills, presentation skills;
- strong team member & an excellent communicator;
- the drive to work in a fast-paced and dynamic global fintech company;
- The ability to communicate well via various communication channels. Proficient in two or more languages besides English will be preferred. (French/Italian/Spanish/Arabic)
- Possess characteristic traits such as (ie: patience, team player, initiative, resourcefulness, perseverance, adaptability, playing above the line, no lay blame, unlearn & relearn).
