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Job Description & How to Apply Below
Key Responsibilities
- Ensure that allocated clients are introduced/contacted regularly and managed effectively via telephone or in‑person in such a way as to justify the value of the “Premium” service.
- Proactive attitude of growing the client base through existing client network via referral.
- Conduct detailed risk assessment and suitability assessment of clients and offer products that are aligned to the client’s risk profile.
- Proactively and frequently entertaining clients (and prospects) at various events and meetings, which will include “out‑of‑hours” commitment on evenings and weekends, as part of your relationship management expectations.
- Understand and specify the needs and preferences of high‑value clients and offer tailored support.
- Conduct risk profiling of all mapped clients for better advisory on investment and trading requirements.
- Relevant experience over 2 year of account manager experience in Financial industry.
- Strong understanding of financial markets, currency pairs, and trading strategies.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Competitive salary and performance‑based bonuses.
- Ongoing training and professional development opportunities.
- Collaborative and supportive work environment.
- Opportunities for career advancement and growth within the company
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