Role and responsibilities:
1. Develop and maintain strong, trust-based relationships with international clients, understanding their unique needs and goals.
2. Gain in-depth knowledge of our products and services to effectively guide clients on how to utilize them for maximum benefit.
3. Manage a portfolio of accounts, ensuring they are receiving the best possible service and addressing any issues or concerns promptly.
4. Identify opportunities to upsell or cross-sell additional products and services to meet the evolving needs of clients.
5. Proactively engage with clients to understand their trading/investment goals, challenges, provide tailored solutions and customer acquisitions.
6. Guide new clients through the onboarding process, ensuring a smooth transition to our software.
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