Relationship Manager
Core
Drive revenue by onboarding, retaining, and reactivating High-Value Clients (HVC) in the online trading and Forex market.
Role type
Senior Relationship Manager (Financial Services)
Builds
High-Value Client book, trading volume, and Assets Under Management (AUM)
Domain
FinTech / Online Trading / Forex
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial services sales experience, High-Value Client management, Series 3 & 34 licensing, Outbound/inbound client communication, Regulatory compliance knowledge, KPI achievement, Account onboarding coordination
Preferred skills
MS Office/Google Suite proficiency, Salesforce experience, Passion for Forex trading
Technologies
Salesforce, MS Office, Google Suite
Responsibilities
Develop pipeline of High-Value Clients from prospective leads, Identify and address client needs while educating on markets and leveraged trading, Grow trading volume and AUM for high-value clients, Proactively engage in outbound client communications and manage inbound communications, Identify initiatives to achieve business goals and KPIs, Coordinate with new account department for smooth onboarding, Ensure sales and service practices abide with regulatory rules and policies
Seniority
Mid-Senior, hands-on IC
