Client Relationship Acquisition Manager
Job Description:
Job Description
- Actively engage with potential clients who have expressed interest in our trading services, guiding them through the onboarding process to ensure they become active traders.
- Assist new clients in completing all necessary documentation and compliance requirements to open their trading accounts.
- Provide comprehensive information and support to new clients about our trading platforms, products, and services to facilitate their initial trading activities.
- Develop and maintain strong relationships with new clients to foster trust and loyalty, ensuring they have a positive experience from the outset.
- Conduct follow-up communications with new clients to address any questions or concerns they may have and to encourage continued trading activity.
- Performance Tracking: Monitor and report on key performance indicators (KPIs) related to client acquisition, onboarding completion, initial deposits, and trading activity.
- Collaboration: Work closely with the marketing, compliance, and customer support teams to ensure a seamless client onboarding experience.
Job Requirement
- Proven experience in client acquisition, sales, or relationship management, preferably within the financial services or trading industry.
- Bachelors Degree in Finance, Business, Marketing, or a related field.
- Excellent communication and interpersonal skills.
- Proficient in at least two languages (English, Mandarin and Thai)
- Strong sales and negotiation abilities.
- In-depth understanding of financial markets and trading.
- Ability to work independently and as part of a team.
- Proficiency in CRM software and Microsoft Office Suite.
- Highly motivated and results-oriented.
- Strong problem-solving skills.
- Ability to thrive in a fast-paced, target-driven environment.
Please send your updated CV to james.teo@peopleprofilers.com if the role is relevant to your experience.
Due to the volume of applications, we regret to inform that only shortlisted candidates will be notified.
Required Skills:
Thai Indicators Financial Services Deposits Mandarin Key Performance Indicators Customer Support Trading Onboarding Interpersonal Skills Negotiation Documentation Finance Software Microsoft Office Marketing Business English Communication Sales Management