VIP Account Manager

Client Relationship Management:

- Manage and grow a portfolio of high-value traders, acting as the main point of contact and advocate for each client.

- Deliver concierge-level support and guidance, offering proactive outreach and rapid response to client needs.

- Provide personalized insights, market intelligence, and platform tips to drive engagement and deepen client loyalty.

Performance & Revenue Growth:

- Identify and execute on cross-sell and upsell opportunities that align with client needs and behaviors.

- Monitor client usage and AUM to uncover growth opportunities and retention risks.

- Drive product adoption and trading frequency by surfacing relevant features and tools.

Client Strategy & Collaboration:

- Track client satisfaction through NPS and qualitative feedback loops, driving continuous improvement in service delivery.

- Work closely with Product, Marketing, Risk, and Compliance to deliver a seamless client experience and elevate the voice of the customer internally.

- Help grow the business through referrals, network expansion, and deep relationship-building.