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 Mandarin, and fluent in English. Cantonese and/or 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 covering Greater China essential. 

• 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. 

BENEFITS & PERKS
We believe in fairly compensating all our people by providing them with a world-class health insurance 
plan and a range of both core benefits and flex benefits for individual preferences. You will receive:

• Hybrid Working Policy (please check with manager)
• Discretionary performance related bonus
• Personalized Flex-Benefits
• A focus on your wellbeing, including talks and access to self-development tools.
• Medical insurance for employee and dependents.

WHAT YOU WILL LOVE ABOUT THIS ROLE
“Freedom to succeed” is our core belief. It’s not just a promise we make to our clients and partners, but 
to our people too. We want our people to LEAP and so in this role you will…

• [Learn] (e.g., from each other/from new projects).
• [Exchange] (e.g., information and best practices in an open-minded environment).
• [Advance] (e.g., by developing skills and accepting greater responsibilities/ your career progression 
• and diversification).
• [Prosper] (e.g., by acquiring skills/ by nurturing a team of x people).

Exinity is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender, sexual orientation, marital or civil partner status, gender reassignment, race, color, nationality, ethnic or national origin, religion or belief, disability or age.