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Customer relationship specialist (palma)

Palma de Mallorca
Talent
Publicada el 13 mayo
Descripción

About PU Prime
PU Prime is a premier integral trading broker offering a wide range of financial products, including forex, commodities, and indices, to both retail and institutional clients. We are dedicated to providing top-tier services, innovative technology, and seamless trading experiences to our clients worldwide.

About the Role
We are seeking a Relationship Manager to drive client engagement, retention, and trading activity. This role focuses on managing new and existing clients, reactivating dormant accounts, and maximizing long-term client value.

Key Responsibilities
Serve as the primary point of contact for existing clients
Build and maintain strong client relationships to enhance loyalty and trading activity
Analyze client behavior to identify opportunities for increased engagement, deposits, and trading volume
Proactively re-engage inactive or dormant clients
Keep clients informed of promotions, campaigns, and market updates
Collaborate with Sales, Marketing, and internal teams on retention strategies
Monitor client satisfaction and resolve issues in a timely manner
Achieve KPIs related to retention, reactivation, and client activity

Qualifications & Requirements
Bachelor’s degree in Business, Finance, Economics, or related field.
1–3 years of experience in Client Retention, Sales, or Account Management (Forex/industry preferred).
Strong knowledge of financial markets and trading platforms (MetaTrader 4 / MetaTrader 5 preferred).
Excellent communication and interpersonal skills; multilingual abilities (English, Chinese, German, etc.) are a plus.
Ability to analyze client activity and develop effective engagement strategies.
Results-driven, with proven ability to meet or exceed KPIs.
Strong problem-solving and conflict resolution skills.
Ability to work under pressure in a fast-paced environment.
Professional proficiency in English and Portuguese.

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