StoneX Group
Account Manager-China HNW
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Overview
Class: Fulltime AND Permanent
Legal Entity: StoneX Financial Ltd.
Report to: Team Manager - China Relationship Team
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.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
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.
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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.
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 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.
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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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