Overview:
Class: Full-time AND Permanent
Legal Entity: StoneX Financial Pty Ltd
Report to: Team Manager - China Relationship Team
Company Overview:
Connecting clients to markets – and talent to opportunity.
With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Business Segment Overview:
Retail: Empower individual investors – and yourself – in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs to precious metals, master an exciting world of wealth management tools.
Our Brand: Forex.com
Responsibilities:
Position Purpose:
We are seeking an experienced and high-performing Senior Account Manager to drive client revenue, retention, and long-term value within the China client segment.
This role is responsible for full client lifecycle ownership, including conversion of high-value clients, retention, upselling, referral generation (RAF), and reactivation of dormant accounts.
The Senior Account Manager will manage a portfolio of mid-to-high-value clients and act as a trusted advisor, delivering tailored solutions and driving commercial outcomes.
Primary duties will include:
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Convert high-quality and high value leads into traded accounts
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Apply consultative sales techniques to optimise conversion outcomes
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Provide tailored solutions aligned with client profile and trading needs
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Manage and grow a portfolio of active clients, including high-value clients
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Maintain structured, proactive engagement (calls, meetings, targeted follow-ups)
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Monitor client behaviour and proactively address churn risks
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Identify opportunities to increase deposits, trading activity, and product adoption
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Deliver tailored recommendations to maximise client lifetime value
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Drive revenue growth across assigned client portfolio
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Actively drive referral generation through strong client relationships
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Convert referrals into high-quality new clients
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Re-engage dormant or inactive clients through targeted outreach
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Identify root causes of inactivity and implement recovery strategies
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Focus on reactivating high-value or high-potential accounts
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Provide market insights, commentary, and trading-related guidance
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Collaborate with Marketing on webinars, campaigns, and client education initiatives
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Conduct periodic client reviews and relationship deepening activities
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Maintain high standards of CRM discipline and client data management
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Ensure compliance with KYC and regulatory requirements
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Support junior team members through guidance and informal coaching
Qualifications:
To land this role you will need:
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3–7+ years’ experience in FX/CFD, financial markets, or client relationship management
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Proven track record in revenue generation, retention, and client growth
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Strong understanding of leveraged products and trading behaviours
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Advanced consultative selling and relationship-building skills
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Highly commercial, results-driven, and client-focused
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Excellent verbal and written communication skills in both Mandarin and English
#LI-Hybrid #LI-GM1
