At a Glance
- Tasks: Build and maintain strong client relationships while providing tailored trading solutions.
- Company: Join StoneX Financial Ltd, a dynamic player in the financial services sector.
- Benefits: Competitive salary with commission, hybrid work, and extensive training opportunities.
- Other info: Enjoy a supportive environment with ongoing education and career growth.
- Why this job: Be a trusted advisor and make a real impact in clients' financial journeys.
- Qualifications: 2+ years in relationship management and bilingual Mandarin skills required.
The predicted salary is between 50000 - 65000 £ per year.
Overview
Class
Fulltime AND Permanent
Legal Entity
Stone X Financial Ltd.
Report to
Team Manager - China Relationship Team
Responsibilities
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 Stone X, 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 Stone X, providing them with the best experience possible.
- Support our ongoing client lifecycle management program through regular upkeep of client information, purpose-led interactions, and timely responses to their queries.
- Provide clients with accurate and complete information to ensure efficient management of client interactions.
- Proactively contact customers on a regular basis to maintain effective relationships and continually assess portfolio growth opportunities.
- Support client acquisition and referrals by assisting enquiries or leads from business partners.
- Communicate 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 content.
- Write market commentaries as needed.
- Meet annually with customers face to face if necessary and conduct monthly telephone discussions relating to their ongoing progress.
- Assist with side projects to support the team and other departments.
- Learn 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 sector.
- Bilingual Mandarin is mandatory.
- Experience within a sales environment working on diversified solutions.
- Exceptional customer service and communication skills, both written and verbal.
- Proven track record working towards weekly or monthly targets and KPIs.
What makes you stand out
- Ability to manage multiple tasks while maintaining reliability and punctuality.
- A hunter mentality, always be looking for ways to grow and support our client aspirations.
- Basic leadership skills.
- Strong mathematical, analytical, and problem-solving skills.
- Strong attention to detail with emphasis on accuracy and timeliness.
Working environment
- Hybrid.
- Climate 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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