PREMIUM CLIENT RM CHINA

SHANGHAI

Position Summary:

  • Provide outstanding service and build relationships with a dedicated portfolio of OANDA’s GC clients
  • Implement processes within department and to assist colleagues get up to speed where necessary
  • Regularly contacting clients to maintain a strong working relationship and deliver high value solutions
  • Provide highly responsive daily support to a portfolio of clients on all account related matters
  • Conduct regular client education on the platform and Forex market
  • Work closely with the sales department to ensure a smooth on-boarding process for new clients
  • Work with Marketing to improve GC's attrition, referrals and reactivation numbers
  • Will be based in OAP initially and due to location will report to MD Asia Pacific with a dotted line into Head of China..Possible relocation to Shanghai office will be considered in due course

 

Qualifications:

  • Bachelor’s degree and over 5 years relationship management experience in the financial industry or technology sectors required
  • Ability to move client base will be considered as a plus
  • Must be self directed and driven
  • Proven ability to exceed personal and team targets
  • Proven track record of relationship management experience in person and on the phone
  • Prior experienced in looking after High Value Clients and understanding client's needs is a must 
  • Proficiency in the use of MS Office, experience in Salesforce would be an asset
  • Ability to quickly learn OANDA’s product offering and business systems
  • Ability to diffuse difficult clients and solve problems • Detailed, organized and precise in handling customer issues, queries and follow up
  • Excellent written and oral communication skills
  • Fluency in both written and spoken English & Mandarin
  • CMFAS 1B, 6 & 6A qualifications, proficiency in the use of MS Office, experience in Salesforce is compulsory 
  • Positive attitude, flexible nature, a person who would thrive in a fast-paced, constantly changing environment
  • Ability to work flexible hours including evenings
  • Passionate about Forex trading and enjoys discussing the financial markets.