Partner Success Executive

Trading PRO; Cyberjaya; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial services company in Malaysia is seeking a candidate to facilitate onboarding for Introducing Brokers (IBs) and monitor their performance. Responsibilities will include guiding IBs through the TradingPRO dashboard and tools, tracking partner activity, and ensuring compliance with trading policies. Ideal candidates will be proactive communicators with strong organizational skills to support the growth of the IB network.

Responsibilities

• Conduct 'Portal Walkthroughs' for new and existing IBs.
• Monitor daily performance of the IBs network.
• Communicate active TradingPRO promotions to IB network.

Job description

1. IB Technical Enablement & Onboarding

• Portal Mastery: Conduct "Portal Walkthroughs" for new and existing IBs, ensuring they understand link generation, tracking, and reporting within the TradingPRO dashboard.
• Tool Integration: Guide IBs on how to offer TradingPRO-specific tools (Trade Hub, Social Trading) to their client base to increase retention.
• Marketing Setup: Assist IBs in deploying the TradingPRO Marketing Kit, ensuring they have the correct digital banners and social media assets for their campaigns.

2. Performance Monitoring & Growth

• Activity Tracking: Monitor the daily performance of the IBs network to identify active, dormant, or declining partners.
• The "Tier Push": Identify IB nearing the next commission level (e.g., Partners to Prime) and conduct outreach to help them reach the necessary volume targets.
• Promo Broadcasting: Communicate all active TradingPRO promotions and contests to the IB network to drive short-term volume spikes.

3. Network Operations & Compliance

• Policy Communications: Blast regular updates regarding trading conditions, holiday hours, and leverage changes to all partners.
• Broker Liaison: Act as the first point of contact for IBs regarding technical or account issues, escalating to the Head of Partnership or Broker Support when necessary.