Client Relationships Specialist (Full Segment) - Italian SPEAKER-

The Role:

As a Senior/Client Relationship Specialist, you will drive business growth and build lasting relationships with our prestigious clients. You will deliver exceptional service, share expert product knowledge, and ensure a best-in-class client experience. Your role includes engaging clients, guiding them through onboarding, managing portfolios, and keeping CRM records accurate while staying responsive to client needs.

Your key responsibilities will include the following but not limited to:

* 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.

Your Profile

* 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).

Skillsets:

Client Services / Account Management / Sales / Social Media Marketer / Affiliates marketing