Account Manager-China HNW

Company Overview: Connecting clients to markets – and talent to opportunity. With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Business Segment Overview: Retail: Empower individual investors – and yourself – in the world of retail through a range of different financial products rooted in innovation and market intelligence.

Responsibilities:

• 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 StoneX, 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.
• Communicating with customers via email, phone (both inbound and outbound calling), webinar, and podcasts in collaboration with our marketing team.
• Write market commentaries as needed.
• As a minimum, 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:

• 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.