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Client Relationship Manager - CIS
Malaysia
Your role at Exness:
A member of the specialized client-facing department focussed on delivering exceptional customer service to high value client segments, ensuring they receive prompt, efficient and effective support, as well as retention of high value clients through a value-driven relationship-based approach. As a key front-line function within the company's growth strategy, Client Relationship Manager supports mass-retail customers by achieving desired outcomes by providing support and guidance on the client user journey.
You will:
Client Relationship Management
- Act as the dedicated relationship manager for a number of key clients portfolio assigned, delivering the personalized account servicing to foster trust and long-term relationships.
- Communicate with clients via inbound chats, calls, outbound calls, callback requests, and face-to-face interactions, ensuring the highest standards of communication are consistently met.
- Proactively address client needs, ensuring timely and effective solutions are provided to enhance the client experience.
- Handle complex and high-priority client issues and escalations with professionalism and urgency.
- Own the resolution and satisfactory outcome of clients issues end to end
- Collaborate with cross-functional teams to deliver tailored solutions that meet client expectations and uphold service standards.
- Conduct quarterly in-person meetings with clients to strengthen relationships and foster a sense of exclusivity and trust.
- Keep Clients informed of our company products, features and relevant compliance updates
- Analyze clients' portfolios and proactively reach out to those who have ceased trading activity to identify their concerns, offer tailored solutions, and ensure client retention and satisfaction.
- Do travel in-country for business face to face meeting with clients as mandatory and other offline activities required by Commercial Directors /Regional Directors as required to build trust, develop the relationship further or resolve outstanding KYC/SOF//AML related needs.
Customer Services
- Provide high quality service to your dedicated top key value clients portfolio assigned and also exceptional services to a number of non-dedicated Clients ensuring queries and concerns are addressed efficiently and effectively.
- Facilitate smooth client interactions across multiple communication channels while maintaining a customer-centric approach.
- Communicate with clients via inbound chats, calls, outbound calls, callback requests, and face-to-face interactions, ensuring consistently high standards of communication and services
Protection and Compliance
- Support compliance efforts by ensuring the collection of Source of Funds (SoF) documents and adherence to KYC requirements.
- Maintain a thorough understanding of regulatory standards and ensure all interactions are compliant with company policies.
- Identify and escalate potential compliance risks, ensuring a proactive approach to risk management.
Knowledge and Skills Development
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- Maintain expert knowledge of the company’s products, services, and industry trends to provide value-driven solutions to clients.
- Stay updated on market developments, compliance requirements, and best practices to ensure professional growth and adaptability.
What makes you a great fit:
- Minimum 2 years of experience in client relationships or any relevant client facing roles within the financial services industry.
- Strong problem-solving skills and the ability to handle high-pressure situations.
- Excellent communication both verbal and written in native language and English
- Excellent presentation skills in both native language and English.
- Excellent convincing and influencing skills.
- Persistence, critical thinking and analytical skills.
- Experience working with Salesforce, Tableau and other reporting tools.
- Graduating with a Bachelor degree is compulsory.
- Ability to work in a fast-paced environment, high pressure, multi-task with attention to detail and meet deadlines
- Able to work in a team and individually when need be
- Willingness to travel for Business Trips.
- Investment license/financial certifications highly regarded.
What we offer along the way:
- Competitive and attractive compensation
- Extensive learning opportunities, such as professional training and certifications, soft skills development, free English courses.
- Health and life insurance for employees, spouses, and children, including vaccinations, tests, mental health care, and coverage for vision and dental care
- Generous time off, including 21 days of annual leave and paid sick leave
- Education allowance for your children’s school and kindergarten fees
- Allowance for sports club memberships or other physical exercise activities
- Meal and transportation allowance
- A parking space near the office
Your journey after applying:
- First interview (30 minutes)
- Final interview (1 Hour)
Application Deadline: 24th April 2025
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