Responsibilities:
- Assist clients in opening an individual trading account and provided guidance on accessing the company's online trading platforms and deposit channels. Address client's inquiries in regard to their trading accounts, such as deposit and withdrawal processing status
- Assist clients to complete individual FX/CFD trading account documentations and review. Assisted clients to submit or forward client's uploaded onboarding documents to operation team for final account approval and get client's account set up.
- Conduct KYC to understand client financial and investment backgrounds and investment concerns, offered resolution to maintain client's retention levels, while at the same time actively looking for upsell opportunities
- Be alert with global financial news and intelligently articulate financial and market-related concepts as well as the company's products and services to clients so as to offer general trading opportunities.
- Assist with trade audit inquiries and made sure trades were executed correctly, helped investigate trade audit cases and submitted adjustments
- Go beyond customer service. Skillfully probe for, listen, and understand client needs to provide resources and solutions to improve clients trading experience and results.
- Intelligently articulate financial and market-related concepts as well as the company products and services.
- Consistently take initiative to learn about the markets, FX industry and new company platforms and products.
Requirements and qualifications:
- Must have strong verbal and written communication skills.
- Critical thinking and problem solving skills.
- Bachelor Degree.
- Bilingual - Fluent in Mandarin + English (Written and verbal)
- 2 - 3 years of relevant experience in the financial/trading industry or a Fresher willing to learn and grow
- Strong MS Office skills.
- Must be flexible to work in Day shift /Regular shift
- Follow global market trends and events and effectively discuss news releases and trade setups.
- Ability to navigate basic and advanced mathematical examples with proficiency and accuracy - an advantage.
- Effective communication skills, analytical skills and adaptable.
- Enthusiastic about customer service, analysis and problem solving.
- Career minded and interested in long-term career growth.
- Must meet the Fitness and Propriety Requirements as prescribed by the FCA
- Be a team player and proactively collaborate with the Financial Services Team to manage time, resources, volume, and customer feedback.
- Consistently achieve departmental and individual metrics.
