Client Premium Manager (HNWI Segment) - Trading Platform

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/77v3w1

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

The role is responsible for driving revenue growth and delivering an exceptional client experience within the 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.

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.

Qualifications

- 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.
- Premio: Ability to bring existing client network.
- 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.

Categoria: Financial Services

Luogo di lavoro: Milano e provincia

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Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/77v3w1