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.