Relationship Executive - Chinese Bilingual
Core
Deliver high-touch relationship management, business development, and execution support for HNW and premium clients in a non-advisory, execution-only environment.
Role type
Senior Relationship Executive (Financial Services)
Builds
Client retention, revenue growth, and wallet share for a premium client book
Domain
Financial Services / CFD Trading / Derivatives
Deliverable
client delivery
Required skills
HNW client relationship management, business development, derivatives knowledge, global market awareness, CRM management, compliance adherence, phone dealing, upsell/cross-sell strategies
Preferred skills
CIRO proficiency (CIRE/Derivatives Exam), KYC/KYP/Suitability knowledge
Technologies
CRM systems, trading platforms
Responsibilities
Build and maintain strong relationships with assigned HNW and premium clients, drive retention and revenue growth, provide execution support including phone dealing, identify upsell and referral opportunities, ensure compliance with regulatory requirements, track and report on KPIs
Seniority
Mid-Senior, hands-on IC