Relationship Manager (HNWI Segment) - Trading Platform

Categoria: Financial Services
Luogo di lavoro: Milano e provincia

International Trading Platform is searching for a Relationship Manager (HNWI Segment)

The role is responsible for driving revenue growth and delivering an exceptional client experience within premium client segment. The Relationship Manager will proactively manage a dedicated portfolio of high‑value traders, fostering long-term relationships and ensuring strong engagement. A key focus will be increasing activity among HNWI clients by providing tailored, high-touch services and developing a sense of community within the client base.

Key Responsibilities

Client Portfolio Management

• Manage and grow a portfolio of premium clients, ensuring continuous engagement and proactive outreach.
• Conduct regular in‑person meetings with clients, including travel when required.
• Strengthen long-term relationships through consistent communication, trust-building, and a deep understanding of client needs.
• Maintain high levels of client retention through excellent service delivery.

Revenue Development

• Drive revenue growth by developing new business opportunities and expanding relationships within the existing client base.
• Identify opportunities for strategic upselling and cross-selling to maximize client lifetime value.
• Contribute to year‑on‑year portfolio growth through structured commercial planning and execution.

Client Engagement & Events

• Plan, organize, and host a range of client engagement activities, including webinars, hospitality events, and educational sessions.
• Build and nurture an active client community, fostering peer interaction and a sense of belonging.
• Monitor client satisfaction and implement actions to continuously enhance the client experience.

Requisiti: Experience Minimum 3 years in premium client management within financial services with leveraged trading products expertise (CFDs, forex, derivatives) Proven track record managing high-net-worth client relationships Quantifiable results in revenue generation and client retention Bonus: Ability to bring existing client network Qualifications and Skills Bachelor's degree in Finance, Economics, or related field English mandatory Local financial market knowledge Revenue-focused mindset with proven ability to meet/exceed targets Exceptional communication skills for complex financial product explanation Relationship building expertise with high-value clients Event management experience for client engagement programs Self-motivated with strong ability to work under pressure and challenging KPIs