Relationship Manager
Hybrid
Core
Own the full client journey from prospect handoff to ongoing servicing, retention, and reactivation for retail trading clients, maximizing lifetime value while ensuring regulatory compliance.
Role type
Senior IC Relationship Manager (Retail Trading)
Builds
Retail trading accounts and client retention
Domain
Financial services / Retail trading / Brokerage
Deliverable
client delivery
Required skills
Financial sales, client portfolio management, service recovery, KPI management (sales conversion, deposits, referrals), regulatory compliance (MAS), client education, event management, stakeholder engagement, problem-solving, English communication
Preferred skills
Fintech/brokerage experience, CRM systems, client relationship building, prior client servicing function
Technologies
CRM, enterprise workflow systems
