Are you passionate about wealth management, investment products, and building lasting client relationships? Join a globally recognized financial services firm as a Client Relationship Executive, where you will help expand the firm's retail investor network while delivering exceptional client experiences. This client-facing sales role offers the opportunity to introduce investors to global financial markets, guide them through the onboarding journey, and build long-term relationships that drive business growth.
Key Responsibilities
- Develop new business opportunities by executing targeted client acquisition and telemarketing campaigns.
- Guide prospective investors through the account opening process, initial funding, and trading platform onboarding.
- Build and maintain strong client relationships while identifying opportunities to introduce additional investment products and services.
- Record and manage all client interactions accurately using Customer Relationship Management (CRM) systems.
- Monitor client trading activity and proactively engage investors to improve retention and long-term portfolio growth.
- Collaborate with internal marketing teams to support investor education events, seminars, and business development initiatives.
Required Skills and Qualifications
Experience:
- Minimum of 2 years' experience in direct sales, financial services sales, or client relationship management.
- Understanding of Foreign Exchange (FX) and Contracts for Difference (CFDs) or other investment products.
- Active Japan Securities Dealers Association (JSDA) qualification.
- Experience working in a client-facing, target-driven environment.
Soft Skills:
- Excellent relationship-building and communication skills.
- Strong sales mindset with a passion for delivering outstanding client service.
- Self-motivated and results-oriented, with the ability to achieve sales targets.
- Strong organizational skills and attention to detail.
Language Requirements:
- Japanese: Native-level proficiency.
- English: Basic to Business communication level.
Preferred Skills & Qualifications
- Experience in wealth management, securities, brokerage, or investment services.
- Knowledge of retail investment products and financial markets.
- Experience using CRM platforms and sales management tools.
- Interest in financial education, client engagement, and investor relationship development.
About the Company
Our client is a globally recognised wealth management and financial services company committed to helping individual investors achieve their financial goals. Through innovative investment solutions, advanced trading technology, and an international network, the firm provides clients with access to a broad range of global financial markets. Employees benefit from a collaborative, performance-driven culture with excellent opportunities for career development and international exposure.
Why You'll Love Working Here
- Competitive compensation package.
- Build your career within a globally recognised financial services organisation.
- Gain exposure to international capital markets and diverse investment products.
- Collaborate with experienced professionals and marketing teams on investor education initiatives.
- Casual dress code and minimal overtime support a healthy work-life balance.
- Excellent opportunities for career progression in wealth management and client relationship management.
Don't Miss Out - Apply Now!
