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Customer Relationship Specialist

Salary undisclosed

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Key Responsibilities:

  • Taking the initiative to reach out to our group of leads/clients daily, to enhance our client’s satisfaction level and build lasting clients’ relationship.
  • Develop creative strategies to bring in new clients as well as to retain existing clients.
  • Providing best in class experience to both existing and new clients on their on-boarding journey, advising
  • product related solutions and follow-up with clients diligently.
  • Reviewing clients’ investment portfolios and risk profiles regularly.
  • Ensure all enquiry through various sources are being attended to promptly.
  • Understand clients’ requirements and expectations & convey accurate information/solutions in an efficient & effective manner.
  • Updating clients on our product management changes as well as market trends or events.
  • Maintain and update the Client Relationship Management (CRM) tools regularly, to ensure all leads &
  • clients are attended to.
  • Always ready to provide customers’ feedback, your suggested solutions or recommendations to the Client Relationship Manager and other stakeholders within the company.
  • Achieve monthly targets or complete any assigned tasks by the Client Relationship Manager or Team Leader.

Key Requirements:

  • Good knowledge of how CFD products (ie: Foreign-Exchange Currencies, Indices, Bonds, Metals, Commodities, Shares, ETFs, and Cryptocurrencies) work. Candidates with prior investing or trading experience would be an added advantage.
  • Preferably has 1-2 working years within the securities or FX industry.
  • At least 2 years of client relationship management experience, preferably 1 year working in a financial
  • product trading or financial brokerage environment.
  • a minimum of diploma or above.
  • strong interpersonal, problem-solving skills, decision making skills, presentation skills.
  • strong team member & an excellent communicator.
  • the drive to work in a fast-paced and dynamic global fintech company.
  • The ability to communicate well via various communication channels. Proficient in two or more languages besides English will be preferred. (French/Italian/Spanish/Arabic)
  • Possess characteristic traits such as (ie: patience, team player, initiative, resourcefulness, perseverance, adaptability, playing above the line, no lay blame, unlearn & relearn).