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Relationship Manager
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Client Relationship Manager, SMB
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Relationship Manager
vor 4 Wochen
Company Overview StoneX Financial Pty Ltd (formerly INTL FCStone) is an institutional‑grade financial services network that connects companies, organisations and investors to the global markets ecosystem through digital platforms, end‑to‑end clearing, execution services and deep expertise. We provide access to 36 derivatives exchanges, 175 foreign‑exchange markets, nearly every global securities marketplace and several bi‑lateral liquidity venues. StoneX serves more than 30,000 commercial, institutional and payment clients and more than 295,000 retail clients across 140+ countries. Our focus is on helping clients achieve business goals through trusted partnerships that offer high‑touch service, market intelligence and efficient trade lifecycle management. Business Segment – Retail Empowering individual investors worldwide through a range of innovative financial products, from FX and CFDs to precious metals, and providing wealth‑management tools rooted in market intelligence. Job Purpose We are seeking a motivated and passionate Relationship Manager to join our team. As a key client‑facing role, you will act as a trusted advisor to high‑net‑worth clients, collaborating with Sales, Client Management, Trading, Dealing, Marketing and Research teams to deliver the best trading solutions. Key Responsibilities Act as the first touchpoint for segmented clients of StoneX, providing an exceptional experience. Support the ongoing client lifecycle management program through regular upkeep of client information, purpose‑led interactions and timely responses to queries. Provide clients with accurate and complete information to ensure efficient management of their interactions. Proactively contact customers on a regular basis to maintain effective relationships and assess portfolio growth opportunities. Support client acquisition and referrals by assisting inquiries or leads from business partners. Communicate with customers via email, phone (both inbound and outbound), webinars and podcasts in collaboration with the marketing team. Write market commentaries as needed. Meet annually with customers face‑to‑face (if necessary) and conduct monthly telephone discussions on 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 and available programmes/services. Qualifications Minimum 2+ years of relationship‑management experience within the financial services sector. Experience in a sales environment working with diversified solutions. Exceptional customer service and communication skills, both written and verbal. Proven track record of meeting weekly or monthly targets and KPIs. Fluent in Mandarin, written and spoken. What Makes You Stand Out Ability to manage multiple tasks while maintaining reliability and punctuality. Hunter mentality, always looking for ways to grow and support client aspirations. Basic leadership skills. Strong mathematical, analytical, and problem‑solving skills. Attention to detail with emphasis on accuracy and timeliness. #J-18808-Ljbffr
