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Relationship Manager (Bahasa Indonesia Speaker)

Kuala LumpurOn-site

AI Summary

A Relationship Manager reports to a Team Lead/Senior Relationship Manager, focusing on onboarding new clients, growing account portfolios through value-based relationship management, and meeting/exceeding personal and team KPI targets.

About this role

Company Description

Our client is a global organization operating within the financial services and trading industry, providing individuals with access to a wide range of financial markets, including equities, commodities, and foreign exchange.

With over two decades of experience, the company has built a strong international presence, serving a diverse customer base across multiple regions. It operates through a portfolio of established brands and continues to expand its global footprint.

The organization focuses on delivering innovative products, user-friendly platforms, and data-driven insights to support clients in making informed financial decisions. With offices across Europe, Asia, and Africa, it offers a dynamic, multicultural environment with opportunities for professional growth and cross-functional collaboration.

Requirements

Reporting to the Team Lead /Senior– Relationship Manager.

As a Relationship Manager, you will focus on onboarding new clients and be involved in the growth of these accounts by employing a value-based relationship approach. You will work in a team comprising culturally diverse professionals with different skill sets who support each other in delivering impactful results.

You will:

  • Meet and exceed personal and team KPI targets.
  • Activate, retain and grow your customer portfolio through providing personalized voice & social media support and fulfilling their needs.
  • Develop a professional and trusting relationship with your active portfolio of clients, keeping them up to date with our developments to ensure they receive the highest level of service.
  • Research sources for developing prospects and for information to determine customers' potential.
  • Prepare and enable efficient sales activities with available tools, reports, action items, and business insights.
  • Listen to customers and offer the best solutions to their needs and concerns.
  • Cooperate with relevant departments to resolve issues and complaints in a timely manner.
  • Provide feedback to relevant departments on customer needs, expectations, and frustrations.
  • Continuously improve knowledge of the financial markets and the company’s offering.
  • Updating individual/team daily, weekly, and monthly reports for management when required.
  • Provide feedback to relevant departments on customer needs, expectations, and frustrations.
  • Display behaviors aligned with our core values – inside and outside the office.
  • Adhering to all compliance and security requirements.
  • Stay abreast of global economic indicators, central bank decisions, and geopolitical events that can affect forex markets.
  • Translate complex financial and economic data into understandable investment advice.
  • Any additional duties and responsibilities that may be required

Skills and Qualifications

  • Native/Fluent Bahasa Indonesia speaker, fluent in English other additional languages considered an advantage.
  • Expertise in Forex Markets: Deep understanding of forex trading, currency pairs, and the factors that influence their dynamics.
  • Analytical Skills: Ability to analyze financial markets, economic indicators, and an understanding of macroeconomic trends.
  • Client Service: Excellent interpersonal and communication skills to manage wealthy clients and meet their expectations.
  • Regulatory Knowledge: Familiarity with the financial regulations and licenses relevant to forex trading, depending on the region.
  • Experience working in sales for a CFD broker.
  • Experience managing a sales team at a CFD broker considered an advantage.
  • University degree or equivalent (Business, Finance, Economics, or relevant field).
  • Excellent oral and written communication skills, and the ability to effectively network with stakeholders, handle multiple tasks and track and report on progress.
  • Strong interpersonal and problem-solving skills.
  • Self-motivated with a willingness to work autonomously in a fast-paced and high-pressured environment.
  • Be proactive, show initiative and desire to drive continuous improvement.
  • Energetic team player, with a positive outlook in the workplace.

Skills

CFDCRMForexGoogle WorkspaceMicrosoft OfficeSalesforce

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