Relationship Manager

Company description

Our client is a global organization operating within the financial services and trading industry, providing individuals with access to a wide range of financial markets, including equities, commodities, and foreign exchange.

With over two decades of experience, the company has built a strong international presence, serving a diverse customer base across multiple regions. It operates through a portfolio of established brands and continues to expand its global footprint.

The organization focuses on delivering innovative products, user-friendly platforms, and data-driven insights to support clients in making informed financial decisions. With offices across Europe, Asia, and Africa, it offers a dynamic, multicultural environment with opportunities for professional growth and cross-functional collaboration.

Requirements

Reporting to the Team Lead / Senior Relationship Manager.

As a Relationship Manager, you will focus on onboarding new clients and be involved in the growth of these accounts by employing a value-based relationship approach. You will work in a team comprising culturally diverse professionals with different skill sets who support each other in delivering impactful results.

You will:

• Meet and exceed personal and team KPI targets.
• Activate, retain, and grow your customer portfolio through providing personalized voice and social media support and fulfilling their needs.
• Develop a professional and trusting relationship with your active portfolio of clients, keeping them up to date with our developments to ensure they receive the highest level of service.
• Research sources for developing prospects and for information to determine customers' potential.
• Prepare and enable efficient sales activities with available tools, reports, action items, and business insights.
• Listen to customers and offer the best solutions to their needs and concerns.
• Cooperate with relevant departments to resolve issues and complaints in a timely manner.
• Provide feedback to relevant departments on customer needs, expectations, and frustrations.
• Continuously improve knowledge of the financial markets and the company’s offering.
• Update individual and team daily, weekly, and monthly reports for management when required.
• Display behaviors aligned with our core values inside and outside the office.
• Adhere to all compliance and security requirements.
• Stay abreast of global economic indicators, central bank decisions, and geopolitical events that can affect forex markets.
• Translate complex financial and economic data into understandable investment advice.
• Perform any additional duties and responsibilities that may be required.

Skills and qualifications

• Native or fluent Bahasa Indonesia speaker; fluent in English. Other additional languages considered an advantage.
• Expertise in forex markets: deep understanding of forex trading, currency pairs, and the factors that influence their dynamics.
• Analytical skills: ability to analyze financial markets, economic indicators, and an understanding of macroeconomic trends.
• Client service: excellent interpersonal and communication skills to manage wealthy clients and meet their expectations.
• Regulatory knowledge: familiarity with the financial regulations and licenses relevant to forex trading, depending on the region.
• Experience working in sales for a CFD broker.
• Experience managing a sales team at a CFD broker considered an advantage.
• University degree or equivalent (Business, Finance, Economics, or relevant field).
• Excellent oral and written communication skills, and the ability to effectively network with stakeholders, handle multiple tasks, and track and report on progress.
• Strong interpersonal and problem-solving skills.
• Self-motivated with a willingness to work autonomously in a fast-paced and high-pressured environment.
• Be proactive, show initiative, and desire to drive continuous improvement.
• Energetic team player with a positive outlook in the workplace.