High Net Worth Client Strategist
2 days ago
Key responsibilities include developing relationships with high-net-worth investors, identifying and onboarding new clients, and providing tailored trading solutions to meet client needs. Building strong relationships is crucial in this role.
Responsibilities:- Develop relationships with high-net-worth investors, fostering long-term partnerships.
- Identify, onboard, support, and retain new premium clients while ensuring a seamless trading experience.
- Provide customized trading solutions, pricing structures, and liquidity arrangements to meet individual client needs.
- Collaborate with internal teams to enhance client satisfaction through process improvements.
- Conduct market analysis to identify opportunities for growth and educate clients on new trading platforms, products, and market trends.
- Efficiently resolve client inquiries, providing professional service at all times.
- Bachelor's degree in Finance, Economics, or a related field preferred.
- Minimum 2-3 years of experience in the financial services industry required.
- Demonstrated success in sales or client relationship management within the Forex & CFD industry.
- Strong understanding of financial instruments, trading dynamics, liquidity solutions, and market trends.
- Excellent communication skills, enabling effective engagement, negotiation, and rapport-building with clients.
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