Associate - Relationship

About ADSS

Role Overview

Client Relationship Management and Growth

• Build and maintain relationships with an assigned portfolio of clients and understand their objectives and trading interests.
• Contact prospective and existing clients through outbound calls, emails, and digital channels.
• Support client activation, engagement, and retention through structured follow-up.
• Identify opportunities to increase client activity and refer clients to specialist teams where appropriate.
• Respond to client enquiries and maintain accurate CRM records.

Sales and Client Engagement

• Meet or exceed individual sales and activity targets covering acquisition, activation, and retention KPIs.
• Build a healthy sales pipeline through proactive prospecting and consistent engagement.
• Understand ADSS products and communicate their value proposition to clients.
• Collaborate with internal stakeholders to support seamless onboarding and client experiences.

Market Knowledge and Performance

• Develop knowledge of financial markets, FX, CFDs, ADSS products, trading concepts, and industry trends.
• Stay informed about market developments and economic events to support client conversations.
• Track personal performance, deliver against KPIs, and contribute to team objectives.
• Maintain accurate reporting and documentation of client interactions.

Compliance and Risk

• Comply with applicable regulatory requirements, internal policies, and procedures.
• Complete mandatory compliance and product training.
• Escalate client concerns or potential compliance issues appropriately.
• Support Know Your Customer and Anti-Money Laundering requirements throughout the client lifecycle.

Qualifications and Experience

• Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline.
• 1–3 years of experience in sales, business development, account management, or a customer-facing commercial role.
• Financial-services or trading experience is advantageous but not required.
• Experience in a fast-paced, target-driven environment is preferred.

Skills and Competencies

• Excellent communication, interpersonal, and relationship-building skills.
• Strong sales and negotiation skills with a customer-first mindset.
• Commercial drive, resilience, adaptability, and willingness to learn.
• Strong organizational skills, attention to detail, and proficiency with CRM systems and Microsoft Office.