Senior Relationship Manager

Key Responsibilities:

• Client Relationship & Business Growth: Establish and maintain strong, long-term relationships with high-value and active-trading clients on the platform to achieve team AUM and sales targets.
• Advisory & Solutions Collaboration: Collaborate closely with Investment Advisory and Product teams to deliver tailored services—including portfolio health checks/diagnostics and asset allocation solutions—aligned with clients' risk profiles and investment objectives.
• Client Service & Retention: Deliver premium, end-to-end services to existing clients, covering account onboarding, ongoing relationship maintenance, and resolving trading-related inquiries and issues.

職責:

• 與平台主动交易型高贡献客群客戶建立緊密的關係，以完成團隊資產管理規模和銷售目標
• 與投資顧問和產品團隊密切合作，根據客戶的需求和風險狀況向他們提供持倉診斷、資產配置等服務
• 為存量客户客戶提供優質服務，包括但不限於開戶、關係維護和解決客戶交易類問題

Requirements

Requirements:

• Education: Bachelor’s degree or above, preferably in Finance, Economics, Business Administration, or a related discipline.
• Experience: 2–6 years of relevant client-facing / relationship management experience in financial services or brokerage.
• Trading Expertise (Must-have): In-depth knowledge of financial products with a minimum of 2 years of hands-on expe