Senior Account Manager

Class:Full-time AND Permanent

Legal Entity:StoneX Financial Pty Ltd

Organization:StoneX Financial Pty Ltd

Report to: VP Senior Manager Retail China & Japan

Company Overview:

Connecting clients to markets and talent to opportunity.

StoneX (formerly known as INTL FCStone) is an institutional-grade financial services network that connects companies organisations and investors to the global markets ecosystem through a unique blend of digital platforms end-to-end clearing and execution services high-touch service and deep expertise.

We provide access to 36 derivatives exchanges 175 foreign exchange markets nearly every global securities marketplace and a number of bi-lateral liquidity venues. We deliver this access with support throughout the entire lifecycle of a trade from consulting and boots-on-the-ground intelligence to best execution to post-trade clearing custody and these ways StoneX enables clients to use the global markets ecosystem to achieve their business goals through one trusted partner.

StoneX currently serves more than 30000 commercial institutional and payments clients and more than 295000 retail clients across more than 140 countries. Our clients use our institutional-grade digital platforms our high-touch service and our market intelligence to pursue trading opportunities make investments efficiently manage their market risks and improve their business performance. Our relentless focus on helping them accomplish these objectives has enabled us to build deeply valued long-term relationships based on guidance integrity transparency and trust.

SFL is a solo-regulated firm authorised and regulated by the Financial Conduct Authority (FCA). Under the Senior Managers and Certification Regime (SMCR) SFL is an Enhanced Firm.

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.

Our Brand:

Position Purpose:

We are on the hunt for a motivated and passionate account manager to join our team. This is a fantastic opportunity for a smart and passionate individual with a proven sales record and relationship management skills. Experience in CFDs and FX is preferable. 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.

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.

Key Details: The Account Manager role entails client-facing responsibilities for clients located in mainland China.

Primary duties will include:

• Being part of a team based in Sydney/Melbourne dedicated to handling all aspects of the customer onboarding experience
• Facilitate outbound opening of new accounts for potential clients who have already indicated interest in our platform and provide support for existing customers
• Handle incoming sales inquiries and client issues via phone email and live interactive chats
• Develop build and maintain strong relationships with high-net-worth customers by understanding their situation financial aspirations and needs
• Provide support for existing customers with all aspects of the trading experience- funding their account education etc.
• Encourage and support referrals from existing clients
• 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 regularly to maintain effective relationships and continually assess portfolio growth opportunities
• 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 and available programs/services

To land this role you will need:

• Minimum of 2 years of relationship management experience within the financial services sector.
• Prior CFD industry experience or strong knowledge of financial markets and leveraged products.
• Experience within a sales environment working on diversified solutions.
• Proven track record working towards weekly or monthly targets and KPIs.
• Excellent communication skills strong attention to detail and a service mindset to support our customers in the demanding real-time environment of active trading
• Commitment to continuous improvement
• Mandarin and English language proficiency both written and spoken.

What makes you stand out:

• The 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

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