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 an assigned premium client book
Domain
Financial Services / CFD Trading / Derivatives
Deliverable
client delivery
Required skills
HNW client relationship management, business development, execution support, global market knowledge, CRM management, regulatory compliance (CIRO/CSA/CASL), 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 through regular calls and meetings; Drive retention, revenue growth, and wallet share across an assigned premium client book; Provide high-quality execution support, including phone dealing and platform-related assistance; Ensure all client interactions are conducted within a non-advisory framework and in line with regulatory requirements; Track and report on key performance indicators including retention, revenue growth, and client activity.
