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
About the role
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.
Responsibilities
You will:
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Meet and exceed personal and team KPI targets.
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Activate, retain and grow your customer portfolio through providing personalized voice & social media support and fulfilling their needs.
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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.
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Research sources for developing prospects and for information to determine customers’ potential.
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Prepare and enable efficient sales activities with available tools, reports, action items, and business insights.
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Listen to customers and offer the best solutions to their needs and concerns.
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Cooperate with relevant departments to resolve issues and complaints in a timely manner.
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Provide feedback to relevant departments on customer needs, expectations, and frustrations.
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Continuously improve knowledge of the financial markets and the company’s offering.
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Updating individual/team daily, weekly, and monthly reports for management when required.
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Provide feedback to relevant departments on customer needs, expectations, and frustrations.
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Display behaviors aligned with our core values – inside and outside the office.
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Adhering to all compliance and security requirements.
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Stay abreast of global economic indicators, central bank decisions, and geopolitical events that can affect forex markets.
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Translate complex financial and economic data into understandable investment advice.
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Any additional duties and responsibilities that may be required
Skills and Qualifications
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Native/Fluent Bahasa Indonesia speaker, fluent in English other additional languages considered an advantage.
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Expertise in Forex Markets: Deep understanding of forex trading, currency pairs, and the factors that influence their dynamics.
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Analytical Skills: Ability to analyze financial markets, economic indicators, and an understanding of macroeconomic trends.
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Client Service: Excellent interpersonal and communication skills to manage wealthy clients and meet their expectations.
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Regulatory Knowledge: Familiarity with the financial regulations and licenses relevant to forex trading, depending on the region.
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Experience working in sales for a CFD broker.
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Experience managing a sales team at a CFD broker considered an advantage.
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University degree or equivalent (Business, Finance, Economics, or relevant field).
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Excellent oral and written communication skills, and the ability to effectively network with stakeholders, handle multiple tasks and track and report on progress.
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Strong interpersonal and problem-solving skills.
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Self-motivated with a willingness to work autonomously in a fast-paced and high-pressured environment.
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Be proactive, show initiative and desire to drive continuous improvement.
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Energetic team player, with a positive outlook in the workplace.