Private Client Strategist

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 Role Summary
 
The Private Client Strategist is tasked with growing GAIN’s client base for VIP and other high value client segments for the GAIN Capital Group.
This role services existing high value clients and proactively acquires clients across GAIN’s high value segments. Key to the success of this role is the ability to cultivate existing relationships while proactively sourcing other potential traders to join the Private Client group (via reactivation or promoting upwards though the value segments)
 
Key Responsibilities
 
  • Build and maintain relationships with top tier clients that are personalized to their trading styles and needs
  • Manage inbound and outbound client communications to keep clients engaged with markets and with GAIN Capital, including the support of new product releases, regulatory changes, risk management and other corporate activities
  • Manage the efficient and accurate execution of client trades and orders as needed, including executing complex instructions requiring trade desk support
  • Manage the onboarding of identified high value of clients, leveraging segmentation model lead and other tools
  • Work with clients to resolve trade disputes and other account related activities
  • Identify opportunities to increase the value of these top tier clients to GAIN
  • Identify opportunities to promote non-Private Client segments up into the high value tiers
  • Encourage and support referrals from existing clients
  • Identify opportunities for GAIN to improve its services for high value clients through insight into competitor offerings and developing relationships that allow real understanding of the needs and challenges of our top tier clients
  • Manage operational coordination with trading, risk, operations, marketing, & compliance
Skills, Knowledge & Experience Required
 
  • Monetary Authority of Singapore licensing essential (Capital Markets and Financial Advisory Services)
  • Minimum 5 years Financial services experience
  • Bachelor’s Degree in any discipline
  • A strong commercial mindset to drive revenue generating relationships, as well as customer-orientated service perspective to support GAIN’s customers in the demanding, real time environment of active trading
  • Proactive, KPI-driven representative able to manage his own client base but driven to source new relationships on own accord
  • In-depth understanding of the underlying fundamentals of financial markets and FX/CFD trading in particular
  • Thorough understanding of technical analysis
  • Excellent communication skills, strong attention to detail
  • Experience with CRM (Salesforce or comparative platform) tools
  • Commitment to continuous improvement
  • English and Mandarin language proficiency
 
 
WE NOTE THAT THE ABOVE JOB POSTING IS NOT INTENDED TO BE A COMPREHENSIVE JOB DESCRIPTION. IT IS A BRIEF SUMMARY OF THE SALIENT FEATURES OF THE POSITION OFFERED. A COMPREHENSIVE JOB DESCRIPTION WILL BE PROVIDED SHOULD THE CANDIDATE RECEIVE A JOB OFFER FROM THE COMPANY.
 
 
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