Account Manager

1 week ago

Kuala Lumpur, Malaysia SummitNext Technologies Sdn Bhd Full time

**Overview**:
We are looking for a proactive and client-focused **Account Manager** to join our dynamic team in the **FX & CFDs brokerage industry.**

You will be responsible for managing and growing an assigned portfolio of clients, ensuring high levels of satisfaction,** increasing trading activity,** and maximizing **client lifetime value (LTV).**

**What will you do**:
**Client Relationship Management**
- Serve as the primary point of contact for an assigned portfolio of active and high-potential clients.
- Build and maintain strong relationships with clients through proactive communication and personalized service.
- Understand client needs and trading preferences to deliver tailored solutions.

**Portfolio Farming & Retention**
- Implement effective portfolio farming strategies to increase client trading activity, deposits, and retention.
- Conduct regular portfolio reviews and recommend appropriate products, promotions, and services to enhance client experience.
- Reactivate dormant clients and support clients at risk of churn through personalized outreach.

**Client Support & Engagement**
- Provide clients with ongoing education and guidance on trading platforms (MT4/MT5) and market conditions.
- Coordinate closely with the Dealing Desk and Support teams to resolve client inquiries and issues promptly.
- Monitor client feedback and work with internal teams to continuously improve service levels.

**Revenue & KPI Management**
- Achieve assigned KPIs related to client activity, retention rates, and revenue generation.
- Track and report portfolio performance and client engagement metrics to management.
- Identify opportunities to upsell or cross-sell products and services that enhance client value.

**Compliance & Risk Management**
- Ensure all client interactions comply with internal policies and regulatory requirements.
- Conduct client communications in a professional and ethical manner.

**Who are we looking for**:

- Minimum 1 year of experience in client retention and portfolio farming within the FX & CFDs brokerage industry.
- Proven track record of driving trading activity, improving retention rates, and enhancing client value.
- Strong knowledge of FX & CFDs products, trading platforms (MT4/MT5), and the sales/retention process.
- Excellent communication, interpersonal, and relationship-building skills.
- Ability to understand client needs and deliver personalized service.
- Sales-driven mindset with strong organizational and time management abilities.
- Experience working with CRM systems and client management tools.
- Fluent in English; additional languages relevant to target markets are a plus.

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