Relationship Manager
AI Summary
Relationship Manager who builds and maintains long-term client relationships, attracts new clients, presents investment products, resolves client issues, and supports transactional workflows in a brokerage context.
About this role
Relationship Manager
Freedom24 is the investment platform of the international financial company Freedom Holding Corp. (NASDAQ: FRHC), serving over 400,000 clients worldwide in the investment brokerage sector. Clients have access to more than one million investment products – from bonds and stocks to funds and options.
We are growing dynamically and continuously expanding our presence across Europe – with a current focus on the Lithuanian market. To strengthen our team in Vilnius, we are looking for a dedicated Relationship Manager who will help us build long-term client relationships and actively contribute to our business development in the region.
Responsibilities:
- Working with clients: attracting new clients to the company and developing relationships with existing ones;
- Ensuring first contact with the client: conducting company presentations and presenting available investment products;
- Resolving current client issues based on their individual needs and requests;
- Regular communication and maintaining contact with clients to maintain trusting relationships, informing about new opportunities in the stock market and changes in investment strategy;
- Administrative support: maintaining documentation, assistance in processing transactions, ensuring timely exchange of information between the client and the company;
- Participation in specialized conferences and business communities, which includes: presenting the company and its investment products;
- Interacting with the company's internal departments (marketing, analytics) to ensure high-quality customer service;
- Analyzing customer feedback and adapting approaches to increase their satisfaction;
- Preparing reports on the results of working with customers and the effectiveness of implemented strategies to create a portrait of the company's target customer.
Requirements
- 3+ years of sales experience within brokerage firms, investment companies, or related industries, with a strong preference for B2C sales;
- Excellent communication and negotiation skills;
- Proactive, solution-oriented mindset with a strong focus on client satisfaction and service quality;
- Fluency in Lithuanian and English.
Benefits
- Opportunity to work in an international company;
- Competitive salary;
- Montly sales bonus;
- Partial compensation of annual fee of a private insurance scheme;
- Professional development through internal and external training, certifications, workshops, and seminars
- Exclusive marketing and networking events for top performers
Skills
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