Account Manager-China HNW

Overview

In this role you will serve as a trusted advisor to StoneX clients, building and maintaining sophisticated relationships across trading, management, and marketing teams. You will support lifecycle management, KYC processes, and regular client touchpoints to identify growth opportunities. The role blends client-facing work with cross-functional collaboration in a hybrid environment, offering exposure to financial markets and a path to contribute to client success and portfolio development. You will work to deliver tailored trading solutions and superior client experiences that align with StoneX’s mission to connect clients to markets.

Pay / Benefits

• hybrid work model
• base salary plus commission
• shift allowance for noon shift
• extensive training on financial markets
• ongoing education on market analysis and trading strategies

Responsibilities

• Develop and maintain strong client relationships by understanding needs and financial goals
• Serve as the first touchpoint for segmented clients to deliver a high-quality experience
• Support client lifecycle management through regular updates and timely responses
• Provide accurate information to facilitate efficient client interactions
• Proactively contact clients to assess portfolio growth opportunities
• Assist with client acquisition and referrals from business partners
• Collaborate with Marketing to communicate via email, phone, webinars, and podcasts
• Prepare market commentaries as needed
• Meet face-to-face annually and conduct monthly phone discussions on progress
• Assist with side projects to support the team and other departments
• Learn and apply concepts related to industry licensing, regulations, and available programs

Key requirements

• Minimum 2+ years of relationship management in financial services
• Bilingual Mandarin mandatory
• Experience in a sales environment with diversified solutions
• Exceptional written and verbal communication and customer service
• Track record of meeting weekly or monthly targets and KPIs

• multitasking and reliability
• punctuality
• hunter mentality and growth mindset
• customer relationship management
• market analysis and commentary
• KYC and regulatory awareness

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