Account Manager (CFD)

Zeal Group; Hong Kong; On-site; HKD 279,000 - 390,600; Full time

Job summary

A leading financial services firm in Hong Kong is seeking a proactive Client Relationship & Account Manager. You will manage existing client portfolios, reengage dormant accounts, and convert leads into active clients through a hybrid online-offline strategy. Candidates should have a bachelor’s degree, be customer-centric, and fluent in Mandarin. The role requires strong communication skills and a self-motivated approach towards driving sales.

Qualifications

• Prior experience in the CFD or broader securities/brokerage industry is preferred.
• Native or highly fluent in Mandarin is mandatory.

Responsibilities

• Manage existing client portfolios and reactivate dormant clients.
• Convert inbound inquiries into trading clients.
• Engage clients through an omnichannel approach.

Skills

Customer-centric mindset

Strong communication skills

Self-motivated

Sales acumen

Education

Bachelor’s degree or above

Job description

We are seeking a proactive and service-oriented Client Relationship & Account Manager to join our dynamic team. This role is pivotal in driving dual growth through exceptional client service and sales acumen. You will be responsible for reactivating dormant client portfolios, converting inbound digital leads, and building long-lasting relationships through an omnichannel (online & offline) approach.

Key Responsibilities:

• Client Reactivation & Retention: Inherit and manage existing client portfolios from former sales representatives. Proactively reach out to dormant clients within our CRM system, re-engage their trading interests through professional service, and significantly enhance client stickiness and activity.
• Inbound Lead Conversion: Promptly respond to inbound inquiries generated from online channels (official website, mobile APP, etc.). Quickly identify client needs, provide professional guidance on CFD products, and efficiently convert leads into active, trading clients.
• Omnichannel Client Engagement (O2O): Utilize a hybrid "online communication + offline visit" service model. Maintain high-frequency touchpoints via phone calls and WeChat for daily interactions, and strategically arrange face-to-face visits for high-net-worth or high-potential clients to provide tailored solutions.
• Dual Service-Sales Drive: Rooted in exceptional customer service, closely monitor clients' trading experiences and risk management. Uncover potential business opportunities within strict regulatory and compliance frameworks, and actively achieve the company's sales and service targets.

Qualifications:

• Bachelor’s degree or above.
• Prior experience in the CFD or broader securities/brokerage industry is highly preferred (familiarity with trading rules, market dynamics, and common client inquiries). Outstanding candidates without direct industry experience but with strong transferrable skills and learning agility are also highly encouraged to apply.
• A strong customer‑centric mindset. Patient, meticulous, and dedicated to resolving client issues and building long‑term trust.
• Highly self‑motivated with a strong entrepreneurial spirit. Not satisfied with merely reacting to inquiries, but driven to independently hunt for activation and conversion opportunities.
• Highly articulate and logical. Capable of seamlessly adapting communication styles between online (text/voice) platforms and offline face‑to‑face meetings.
• Native or highly fluent in Mandarin is mandatory.