Premium Client Account Manager – Chinese Speaker


$75,000 to $100,000



Job Type


Job Ref

Date Posted

Thu, 23rd June 2022

Join a global plater in the online trading space and be a part of the team that helps their major clients to invest more and benefit from the platform

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.)
Job Application
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