At a Glance
- Tasks: Build and maintain strong client relationships while providing tailored trading solutions.
- Company: Join a Fortune 100 company connecting clients to global markets.
- Benefits: Competitive salary, commission, hybrid work, and extensive training opportunities.
- Other info: Enjoy a supportive team culture with ongoing education in financial markets.
- Why this job: Be a trusted advisor in a dynamic environment with endless growth potential.
- Qualifications: 2+ years in relationship management and bilingual Mandarin required.
The predicted salary is between 36000 - 60000 £ per year.
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. From FX and CFDs to precious metals, master an exciting world of wealth management tools.
Responsibilities Position Purpose: 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 StoneX, 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.
- 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, who will support you with relevant and purpose-driven content.
- 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 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.
Account Manager-China HNW employer: UNAVAILABLE
At StoneX Financial Ltd., we pride ourselves on being an exceptional employer, offering a dynamic and supportive work culture that fosters innovation and collaboration. With extensive training opportunities and a commitment to employee growth, our team members are empowered to build meaningful relationships with clients while navigating the exciting world of financial markets. Located in a climate-controlled office environment, we provide a competitive compensation package and a hybrid working model that promotes work-life balance, making us an attractive choice for those seeking a rewarding career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager-China HNW
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Practice your pitch! You’ll want to be ready to showcase your skills and experience when you get that chance. Prepare a brief but impactful introduction about yourself and what you can bring to the table as an Account Manager. Confidence is key!
✨Tip Number 3
Stay informed about market trends! As an Account Manager, you’ll need to demonstrate your knowledge of the financial landscape. Keep up with the latest news and insights so you can engage in meaningful conversations with potential clients.
✨Tip Number 4
Apply through our website! We’re always on the lookout for passionate individuals who want to make a difference. By applying directly, you’ll ensure your application gets the attention it deserves. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Account Manager-China HNW
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Account Manager role. Highlight your relationship management experience and any relevant financial services background. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for client relationships and your understanding of the financial market. Let us know why you’re excited about joining StoneX and how you can contribute.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application reflects your exceptional communication skills. Keep it clear, concise, and professional – we love a well-structured application!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at UNAVAILABLE
✨Know Your Stuff
Make sure you brush up on your knowledge of financial markets and the specific products StoneX offers. Being able to discuss FX, CFDs, and wealth management tools confidently will show that you're serious about the role.
✨Showcase Your Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to understand clients' needs and how you've helped them achieve their financial aspirations.
✨Practice Your Communication
Since you'll be communicating with clients via various channels, practice articulating your thoughts clearly and concisely. Consider doing mock interviews or recording yourself to refine your delivery.
✨Demonstrate Your Proactivity
Think of ways you've gone above and beyond for clients in previous roles. Be ready to discuss how you proactively identify opportunities for growth and maintain strong client relationships.
