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FX/CFD Sales Associate

  • Job
    Full-time
    Entry Level
  • Sales & Business Development
    Banking & Finance
  • London

AI generated summary

  • You must be fluent in Mandarin and English, have strong communication skills, be proactive and detail-oriented, possess a bachelor’s degree, and ideally have brokerage experience.
  • You will onboard clients, support existing accounts, respond to inquiries via various channels, and engage warm leads without cold calling in a fast-paced environment.

Requirements

  • Fluent Mandarin and English speaker requirement for this position.
  • Creative problem solver, professional, honest and a good team player
  • Can learn complex products quickly
  • Have computer literacy in Microsoft Word, Excel, and Outlook
  • Proactive, KPI-driven representative, able to manage your own client base but driven to source new relationships on own accord
  • Self-motivated that likes working to targets
  • Excellent communication skills, strong attention to detail and a "service" mindset to support our customers in the demanding, real-time environment of active trading
  • Fluency in Mandarin and English
  • Working experience in a related brokerage environment is a plus
  • Keen interest in the investment and financial services fields
  • Commitment to continuous improvement
  • Bachelor’s Degree
  • Or an equivalent combination of education, training, and experience
  • Integrity and the ability to handle sensitive information and maintain confidentiality

Responsibilities

  • Being part of a team dedicated to handling all aspects of the customer onboarding experience
  • Facilitate outbound opening of new accounts for potential clients who already indicated interest in our platform and provide support for existing customers
  • Handle incoming sales inquiries and client issues via phone, email and live, interactive chats, as well as occasionally face-to-face in the office or event places
  • No cold calling is involved, the job is heavily centered on engaging warm leads via outbound call campaigns and the vast majority of the day will be spent speaking to clients over the phone, in a fast-paced workplace environment
  • Provide support for existing customers with all aspects of the trading experience- funding their account, education etc
  • Encourage and support referrals from existing clients
  • This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary

FAQs

What is the job title for this position?

The job title is FX/CFD Sales Associate.

What languages are required for this position?

Fluency in Mandarin and English is required for this position.

Is previous experience in FX or CFDs necessary?

Experience in CFDs and FX is preferable but not essential; new graduates will be considered.

What kind of environment will I be working in?

You will be working in a fast-paced, highly efficient agile environment alongside a team of autonomous individuals.

What type of clients will I be engaging with?

You will be engaging with existing customers and potential clients who have shown interest in our platform.

Are there any cold calling responsibilities in this role?

No, there are no cold calling responsibilities; the job will focus on engaging warm leads.

What are the primary responsibilities of this position?

Primary responsibilities include managing customer onboarding, facilitating account openings, handling sales inquiries, and providing support for existing customers.

What qualifications do I need to apply for this position?

A Bachelor's Degree or an equivalent combination of education, training, and experience is required.

Will there be opportunities for professional growth in this role?

Yes, you will be part of a growing team and gain exposure to the Fintech space, which offers significant opportunities for professional growth.

What qualities make a candidate stand out for this role?

Working experience in a related brokerage environment, a keen interest in investment and financial services, and a commitment to continuous improvement make a candidate stand out.

Is this position full-time or part-time?

This position is a permanent, full-time role.

How many days per week will I need to work in the office?

You will need to work in the office for 3 days per week as part of the hybrid arrangement.

We put our global network, our powerful platforms, and our deep expertise in service of our clients’ strategies.

Finance
Industry
1001-5000
Employees
1924
Founded Year

Mission & Purpose

Stonex is a global provider of precision surveying instruments and geospatial solutions. They offer a wide range of high-precision products, including GNSS receivers, total stations, 3D laser scanners, and software for surveying, mapping, and geospatial data collection. Stonex's ultimate mission is to enable accurate and efficient data acquisition and geospatial information management for professionals in industries like land surveying, construction, engineering, and agriculture. Their purpose is to empower their customers with cutting-edge technology and reliable solutions that enhance productivity, accuracy, and decision-making processes. By combining innovation, performance, and user-friendly design, Stonex aims to be a trusted partner for surveyors and geospatial experts, helping them overcome challenges, improve efficiency, and create value through precise and reliable geospatial data.