Relationship Manager - Retail Trading Clients

About the role

The Relationship Manager owns the full client journey from the moment Marketing hands off a prospect, through account opening, first funding and first trade, to ongoing servicing, retention and reactivation. You will be the primary point of contact for a portfolio of retail trading clients, representing the company at premium client events, seminars, trade fairs and expos, and must pass the relevant CMFAS exams to be appointed as a Licensed Representative.

Key responsibilities

• Oversee the day-to-day flow across the sales funnel, resolve client issues promptly, execute service recovery, monitor client satisfaction and drive Net Promoter Score
• Propose initiatives to improve sales efficiency, resilience and service quality, and deliver on KPIs such as sales conversion, first-time deposits, introductory calls, CBV and referrals
• Manage a client portfolio and guide clients through a tailored education programme, hosting in-house seminars and webinars
• Plan and manage roadshows, investment fairs, conferences and premium client events, and collaborate with Marketing, Compliance and Client Service teams

Required profile

• Diploma or degree; meets MAS Fit and Proper criteria and eligibility to be appointed as a Representative for CMS licensees
• At least 3 years of experience in financial services operations within MAS-regulated firms, preferably with exposure to securities, OTC derivatives (including CFDs), collective investment schemes and knock-out options
• Demonstrated experience in retail investments, trading and/or retail financial services
• Good understanding of the MAS regulatory environment

Required skills

• Strong analytical, problem-solving and stakeholder engagement skills
• Excellent written and verbal English, and experience handling client complaints
• Preferred: fintech, brokerage, asset management or capital markets experience, knowledge of CRM and enterprise workflow systems, and prior client servicing experience

What we offer

• Competitive salary and an annual performance bonus
• Annual leave, employee referral programme and comprehensive health and pension benefits
• 30 extra days to work remotely from anywhere in the world (some restrictions apply)
• Two additional paid volunteer days per year