Overview Class: Fulltime AND Permanent Legal Entity: StoneX Financial Ltd.Report to: Team Manager - China Relationship TeamCompany Overview:Connecting clients to markets – and talent to opportunity.
With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.Business Segment Overview: Retail: Empower individual investors – and yourself – in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs to precious metals, master an exciting world of wealth management tools. Responsibilities Position Purpose:We are on the hunt for a motivated and passionate Account Manager to join our team. As a key part of our client-facing team, you will act as a trusted advisor to our clients, working in collaboration with our Client Management, Trading, Dealing, Marketing, and Research teams.Acting as a key touchpoint for StoneX, you will liaise directly with our clients to assist them with obtaining the most adequate trading solutions they need. You will manage these sophisticated relationships, through regular contact and follow-up, KYC checks and strong market awareness.Primary duties will include:Convert, develop, build, and maintain strong relationships with customers by understanding their situation, financial aspirations, and needs.Act as the first touchpoint for segmented clients of StoneX, providing them with the best experience possibleSupport our ongoing client lifecycle management program through regular upkeep of client information, purpose-led interactions, and timely responses to their queriesProvide clients with accurate and complete information to ensure efficient management of client interactionsProactively contact customers on a regular basis to maintain effective relationships and continually assess portfolio growth opportunitiesSupport client acquisition and referrals by assisting enquiries or leads from business partners.Communicating with customers via email, phone (both inbound and outbound calling), webinar, and podcasts in collaboration with our marketing team, who will support you with relevant and purpose-driven contentWrite market commentaries as neededAs a minimum, meet annually with customers face to face if necessary and conduct monthly telephone discussions relating to their ongoing progressAssist with side projects to support the team and other departmentsLearn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services Qualifications To land this role you will need: Minimum of 2+ years relationship management experience within the financial services sectorBilingual Mandarin is mandatoryExperience within a sales environment working on diversified solutionsExceptional customer service and communication skills, both written and verbalProven track record working towards weekly or monthly targets and KPIsWhat makes you stand out: Ability to manage multiple tasks while maintaining reliability and punctualityA hunter mentality, always be looking for ways to grow and support our client aspirationsBasic leadership skillsStrong mathematical, analytical, and problem-solving skillsStrong attention to detail with emphasis on accuracy and timelinessWorking environment: HybridClimate controlled office environment.Dynamic, time-sensitive environment.Competitive package offered for the right individual (base plus commission, and shift allowance for noon shift).Extensive training on financial markets and company-focused products, and ongoing education on market analysis, trading strategies, and financial transactions
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