- Acquire and onboard new VIP and institutional customers across multiple regions, owning sales targets and pipeline.
- Build and maintain long-term relationships with VIP and institutional clients.
- Identify and qualify high-net-worth individuals, professional traders, family offices, asset managers, hedge funds, proprietary trading firms, and other sophisticated market participants.
- Communicate with clients, understand their needs, and track their status, activity, and progress throughout the client relationship.
- Collaborate with internal departments and colleagues across teams to deliver client solutions and service.
- Research assigned markets, identify opportunities, and develop data-informed approaches to reaching high-value prospects.
- Use AI tools for prospect research, lead generation, qualification, outreach, CRM, analysis, reporting, and follow-up.
- Test technologies and AI-driven workflows to automate repetitive tasks and improve prospecting efficiency and engagement.
Client relationship managementCRM