Brokerage & Premium Services Officer - Chinese Speaker
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Key skills for this role
About the Role
Equiti Group seeks a Brokerage & Premium Services Officer to manage premium and B2B client relationships, support onboarding, and resolve queries. Requires 2+ years of FX/CFD industry experience, knowledge of MT4/MT5, and fluency in English and Chinese.
Key Skills for This Role
Responsibilities
- Manage and own all aspects of the Premium and B2B client journey, from understanding client requirements to coordinating successful delivery
- Ensure smooth onboarding of new B2B and Premium clients across various platforms
- Build and manage strong client relationships to support revenue growth and improve retention
- Deliver professional, timely support to both new and existing clients
- Receive, assess, and resolve high value client queries and requests across all available channels
- Prepare detailed reporting and analysis for management on client queries, issues, resolutions, and service improvement opportunities
- Deliver platform training sessions via Teams, Zoom, or in person
Requirements
- Minimum of 2 years’ experience in the FX and CFD industry, preferably within support, trading, or sales trading
- Bachelor’s degree in Business, Finance, or a related field
- Strong trading knowledge and relevant industry experience
- Knowledge of MT4/MT5 platforms and reporting functionalities
- Excellent spoken and written English and Chinese
- Proactive, self motivated, and able to take ownership
Full Job Posting
Overview
- Equiti is a pioneering fintech firm and world class provider of multi asset fintech products.
- We are seeking a Brokerage & Premium Services Officer for a fully remote position.
Responsibilities
- Manage and own all aspects of the Premium and B2B client journey, from understanding client requirements and identifying solutions to coordinating successful delivery.
- Ensure the smooth onboarding of new B2B and Premium clients across various platforms.
- Build and manage strong client relationships to support revenue growth and improve retention.
- Deliver professional, timely support to both new and existing clients.
- Communicate product enhancements, new offerings, and complaint trends; test new products; and provide operational and trade support to sales teams and clients.
- Receive, assess, and resolve high value client queries and requests across all available channels.
- Offer detailed client assistance and resolve issues in a timely, professional manner.
- Prepare detailed reporting and analysis for management on client queries, issues, resolutions, and service improvement opportunities.
- Share general market updates on current trading levels, news, and results.
- Develop system guides, platform navigation support, and technical assistance.
- Deliver platform training sessions via Teams, Zoom, or in person.
- Handle complaints effectively and escalate matters where required.
Skills & Competencies
- Strong trading knowledge and relevant industry experience.
- Knowledge of MT4/MT5 platforms and reporting functionalities.
- Knowledge of PrimeXM XCore, oneZeroHub, Fxcubic or any bridging technology is an advantage.
- Excellent communication skills, with the ability to engage effectively with internal and external stakeholders.
- Excellent spoken and written English and Chinese; Japanese language skills are desirable.
- Proactive, self motivated, and able to take ownership.
- Strong problem solving skills and a solutions focused mindset.
Experience Requirements
- Minimum of 2 years’ experience in the FX and CFD industry, preferably within support, trading, or sales trading.
- Bachelor’s degree in Business, Finance, or a related field.
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