Customer Relations Officer (Sales & Customer Service)

Our Client

Our client is a global online trading and Forex investment group with over 20 years of experience empowering the next generation of traders and investors across fast-growing markets. A pioneer in the early days of online Forex trading, they have built a strong global presence by providing reliable, regulated access to financial markets for millions of clients worldwide.

Today, the group supports over 2 million clients across more than 150 countries, operating from regulated centres across Europe, Asia, and Africa. Their platform and solutions are designed to make Forex and broader financial market investing more accessible, giving individuals the tools, guidance, and flexibility to trade and invest with confidence, in their own time and on their own terms.

Driven by a clear mission and a promise of Freedom to Succeed, our client believes that risk-driven investing — when supported by the right technology and education — can unlock better financial opportunities. Internally, they foster an energetic and diverse culture, offering their people early responsibility, continuous learning, and the opportunity to grow their careers within a fast-growing global organisation.

The Role

Reporting to the Team Lead /Senior. As a Customer Relations Officer, you will focus on onboarding new clients and be involved in the growth of these accounts by employing a value-based relationship approach. You will work in a team comprising culturally diverse professionals with different skill sets who support each other in delivering impactful results.

You Will:

• Meet and exceed personal and team KPI targets.
• Activate, retain and grow your customer portfolio through providing personalized voice & social media support and fulfilling their needs.
• Develop a professional and trusting relationship with your active portfolio of clients, keeping them up to date with our developments to ensure they receive the highest level of service.
• Research sources for developing prospects and for information to determine customers' potential.
• Prepare and enable efficient sales activities with available tools, reports, action items, and business insights.
• Listen to customers and offer the best solutions to their needs and concerns.
• Cooperate with relevant departments to resolve issues and complaints in a timely manner.
• Provide feedback to relevant departments on customer needs, expectations, and frustrations.
• Continuously improve knowledge of the financial markets and the company’s offering.
• Updating individual/team daily, weekly, and monthly reports for management when required.
• Provide feedback to relevant departments on customer needs, expectations, and frustrations.
• Display behaviors aligned with our core values – inside and outside the office.
• Adhering to all compliance and security requirements.
• Stay abreast of global economic indicators, central bank decisions, and geopolitical events that can affect forex markets. • Translate complex financial and economic data into understandable investment advice.
• Any additional duties and responsibilities that may be required.

Requirements:
Skills and Qualifications

• Native Bahasa Indonesia, and fluent in English.
• Expertise in Forex Markets: Deep understanding of forex trading, currency pairs, and the factors that influence their dynamics.
• Analytical Skills: Ability to analyze financial markets, economic indicators, and an understanding of macroeconomic trends.
• Client Service: Excellent interpersonal and communication skills to manage wealthy clients and meet their expectations.
• Regulatory Knowledge: Familiarity with the financial regulations and licenses relevant to forex trading, depending on the region.
• Experience working in sales for a CFD broker covering Indonesia essential.
• Experience managing a sales team at a CFD broker considered an advantage.
• University degree or equivalent (Business, Finance, Economics, or relevant field).
• Excellent oral and written communication skills, and the ability to effectively network with stakeholders, handle multiple tasks and track and report on progress.
• Strong interpersonal and problem-solving skills.
• Self-motivated with a willingness to work autonomously in a fast-paced and high- pressured environment.
• Be proactive, show initiative and desire to drive continuous improvement.
• Energetic team player, with a positive outlook in the workplace