Relationship Manager - HNW

Sydney, NSW
Permanent
Full-time

1 month ago

Overview:Class: Full-time AND PermanentLegal Entity: StoneX Financial Pty LtdOrganization: StoneX Financial Pty LtdReport to: VP, Senior Manager Retail – China & JapanCompany 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 settlement. In 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 30,000 commercial, institutional and payments clients, and more than 295,000 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. Responsibilities:Job purpose:We are on the hunt for a motivated and passionate relationship manager to join our team. As a key part of our client facing team, you will act as a trusted advisor to our high-net-worth clients working in collaboration with our Sales, Client Management, Trading, Dealing, Marketing and Research team.Acting as a key touchpoint for the 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.Primary duties will include:

Develop, build and maintain strong relationships with high-net-worth customers by understanding their situation, financial aspirations and needs;

Act as the first touchpoint for segmented clients of the StoneX, provide them with the best experience possible
Support our ongoing client lifecycle management program through regular upkeep of client information, purpose-led interactions and timely responses to their queries
Provide clients accurate and complete information to ensure efficient management of client interactions
Proactively contact customers on a regular basis to maintain effective relationships and continually assess portfolio growth opportunities
Support client acquisition and referrals by assisting enquiries or leads from business partners;
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, available programs/services

Qualifications:To land this role you will need:

Minimum of 2+ years relationship management experience within the financial services sector

Experience within a sales environment working diversified solutions
Exceptional customer service and communication skills, both written and verbal
Proven track record working towards weekly or monthly targets and KPIs
The ideal candidate must be fluent in Mandarin, 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

#LI-Hybrid #LI-GM1

StoneX Group

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