Dec 23, 2021

Account Manager, Saxo Advanced Solutions Service

  • Saxo Bank
  • Singapore
Full time Account Management

Job Description

About the Job:

• Actively participating in the development of the client service policies and standards
• Liaise with internal functions from front to back office, dealing with clients’ queries and resolving client issues to a high satisfaction and improving the overall customer relationship
• Effective/Regular communicating to end clients via email or phone informing about new product releases and/or changes to their account
• Investigating more complex partners’ requests ensuring the clients’ needs are being satisfied
• Support originators and solution specialist, liaise with internal onboarding team and corresponding configuration teams to ensure smooth client onboarding
• Fully understanding of client life cycle stages in CRM and related processes
• Special attention to Tier 1/VIP clients and knowledge of their set up
• Proactive in capturing and escalating recurring issues that are similar across multiple clients, which usually indicates structural or process issues. Analyzing statistics or other data to determine the level of customer service and recommending improvements
• Taking responsibility for ad-hoc requests/tasks and small projects as instructed by management

Your Profile :

  • Min. 3 years of account management or sales in financial industry or an experience in a similar role
  • Fluent in English and Mandarin; Cantonese is a big plus
  • Has sound knowledge of financial products such as equities, ETFs, bonds, FX, Futures and Options, and can actively gain awareness on innovation
  • Good understanding of trading and brokerage services, trading on-line
  • Has a passion for providing excellent Customer Service, and a structured approach to handling task
  • Dedicated to constantly improving work efficiency with our clients and inter-departments
  • Able to work under pressure in a fast-paced environment, and consistently achieving targets
  • Team player with excellent interpersonal and communication skills

We offer :

The global sales organisation is responsible for growing total realized earnings and assets under management through acquisition of new direct and wholesale clients, as well as through activation of the already existing client relationships, cross- and up-selling, and development of global partnerships.
We aim to be digital-first and implement world-class digital engagement for all our clients and partners and focus on the human touch for our top clients and partners. This ensures that our teams in local offices spend their time on the most value-adding tasks with our partners and top direct clients. 

We aspire to be a non-hierarchical, purpose-driven organisation. At Saxo, it is not about entitlement; it is about impact – no matter where you sit in the organisation. A good idea is always taken seriously and you can truly make a difference.
When you work here, you become part of the Saxo family. We invest in your personal development and offer you large responsibility from day one. We encourage an open feedback culture and a supportive team environment. If you show a collaborative spirit, drive and passion, your learning curve will be steep and your (international) career opportunities with Saxo immense.
We offer an attractive remuneration and benefits like (at least) 15 paid vacation days, company events and a paid staff lunch once a month and a good pension plan.

How to apply :

Click Apply to create an account and upload your resume and a short motivation. We look forward to getting to know you better!

End Date: