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My client has been a leader in the online trading space for over 30 years, winning countless awards for their technological brilliance. Their growth over the past 5 years is unrivalled and phenomenal. You’d be joining a business with a growing, invested culture where you can grow, learn and accelerate your career.

The business offers true working flexibility, have amazing offices in the Sydney CBD and most importantly have a team culture that you would love to be a part of. This is a seriously fun role, you’ll work hard but in return experience some of the most amazing benefits to offer in terms of wining, dining and entertaining your clients on a national level.

To be considered for this role you must have spoken and written proficiencies in Chinese.

Role and responsibilities:

• Adhere to and achieve consistent monthly/quarterly KPI targets (eg. growth, retention, referrals)
• Provide proactive, end-to-end high-quality service for our premium value clients to ensure a positive, tailored trading experience, thereby optimising revenue growth for the business.
• Attend Client Entertainment functions, both one-on-one and event situations. Willingness to travel interstate.
• Constantly improving and innovating to create real points of differentiation in our markets.
• Identifying and realising opportunities to educate our premium value clients on our products and range of services.
• Responding to client’s enquiries and providing clients with product knowledge to ensure optimum utilisation of products and platforms
• Proactively identify and cross sell additional products and services to existing clients.
• Proactively identify opportunities to improve the client experience.
• Gain referrals from existing client base
• Where authorised, execute orders with speed, accuracy, and efficiency.
• Act as a brand ambassador in all client interactions.
• Maintain KPI and SLA targets, both individually and as a team
• Proactively respond to and manage inbound client queries through Phone and Email professionally and efficiently.
• Escalate all client issues in a timely manner to appropriate levels to ensure a consistently high level of client service if required. Internal
• Take ownership for ensuring accurate client information is recorded in relevant internal systems (e.g. Dojo, Pega, etc) in a timely manner if required.
• Ensure compliance with RG146 certification, including annual CPD points
• Other duties as appropriate to the position

Key skills and experience required:

• Strong customer service and relationship management orientation
• Spoken and written proficiency in Mandarin
• Operates with integrity and a highly client centric mind set, with an ability to build, influence and enhance strong and meaningful client relationships
• Demonstrates passion and enthusiasm for our products and services
• Intermediate knowledge/experience of financial markets
• Proven ability to work with KPIs and targets
• Excellent verbal and written communication skills
• Ability to work effectively as part of a team
• Strong resilience and capacity to work with high net worth clients
• Sales/relationship management/customer service experience required
• Undergraduate degree in relevant discipline desirable (Business, Finance, Economics etc.)