Relationship Manager - Active Trading Clients
Core
Build trusted relationships with active short-term trading clients, monitor market trends, and provide timely market information and trading support.
Role type
Relationship Manager for active trading clients
Builds
Client engagement and retention through market updates, seminars, and strategy briefings
Domain
Financial services / Equity markets / Financial derivatives
Deliverable
client delivery
Required skills
Short-term trading interest, equity market understanding, financial derivatives knowledge, client relationship management, market trend analysis, trading strategy formulation, compliance awareness
Preferred skills
Complex derivatives trading experience, personal high-frequency trading experience, brokerage derivatives trading experience, Type 1 and Type 4 HK licenses, Securities and Futures Examination Papers 1, 7 & 8
Technologies
None stated
Responsibilities
Monitor market trends and client trading preferences, respond to client enquiries regarding transactions and account services, provide regular market updates and analysis, handle client feedback and complaints, identify referral opportunities
Seniority
Mid-level, hands-on IC