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Customer relationship specialist

Santa Cruz de Tenerife (38008)
PU Prime
Publicada el 12 abril
Descripción

About PU Prime

PU Prime is a premier global 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.

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