Bilingual Relationship Exec: Chinese/English, Premium Clients

CMC Markets Canada; Toronto; On-site; CAD 80,000 - 120,000; Full time

Benefits offered by this job

Birthday leave

Additional leave for each year of 서비스

Health and dental benefits

Wellness resources

Shares program

RRSP matching

Job summary

CMC Markets Canada is seeking a bilingual Relationship Executive (English/Chinese) for our Toronto office to deliver high-touch relationship management and execution support for HNW clients in a non-advisory environment.

The role requires a flexible schedule to support global market hours, including potential evenings and weekends, and a strong focus on retention, engagement, and revenue growth across an assigned client book.

Qualifications

• 3-5 years of experience in financial services or wealth/client management (premium).
• Proven track record in relationship management and business development.
• Strong cross-cultural communication and client service orientation.

Responsibilities

• Build and manage relationships with HNW and premium clients.
• Serve as primary contact for inquiries, platform support, and execution requests.
• Identify revenue opportunities and drive wallet share within the client book.
• Coordinate with internal teams to resolve client issues and improve the client experience.
• Maintain accurate CRM records and report on retention and activity.

Skills

Bilingual English/Chinese

Relationship management

Client onboarding

Sales development

Tools

CRM systems

Job description

CMC Markets Canada is seeking a bilingual Relationship Executive (English/Chinese) for our Toronto office to deliver high-touch relationship management and execution support for HNW clients in a non-advisory environment.

The role requires a flexible schedule to support global market hours, including potential evenings and weekends, and a strong focus on retention, engagement, and revenue growth across an assigned client book.