Zeal Group

Multi-asset trading technology group

Account Manager - CFD

Account ManagementConfirmed live in the last 24 hours

Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

A bachelor's degree or above is required.
Prior experience in the CFD or broader securities/brokerage industry is highly preferred; familiarity with trading rules, market dynamics, and common client inquiries is beneficial.
A strong customer-centric mindset is required, including patience, meticulousness, and dedication to resolving client issues and building long-term trust.
The candidate must be self-motivated, entrepreneurial, and driven to independently identify client activation and conversion opportunities.
The candidate must communicate articulately and logically and adapt communication styles to online text and voice platforms and offline face-to-face meetings.
Native or highly fluent Mandarin is mandatory.

Responsibilities

Inherit and manage existing client portfolios from former sales representatives.
Proactively contact dormant clients in the CRM system, re-engage their trading interests through professional service, and improve client retention and activity.
Respond promptly to inbound inquiries generated by online channels, including the official website and mobile app.
Identify client needs, provide professional guidance on CFD products, and convert leads into active trading clients.
Use an online communication and offline visit service model, maintaining frequent phone and WeChat contact and arranging face-to-face visits for high-net-worth or high-potential clients.
Monitor clients' trading experiences and risk management within regulatory and compliance frameworks.
Identify business opportunities and achieve company sales and service targets.

Desired Qualifications

Candidates without direct industry experience but with strong transferable skills and learning agility are encouraged to apply.

Account Manager (CFD)

Zeal Group · Hong Kong, Hong Kong · — · Posted 2026-04-22

Workplace: on_site

Description

We are seeking a proactive and service-oriented Client Relationship & Account Manager to join our dynamic team. This role is pivotal in driving dual growth through exceptional client service and sales acumen. You will be responsible for reactivating dormant client portfolios, converting inbound digital leads, and building long-lasting relationships through an omnichannel (online & offline) approach.

Key Responsibilities:

Client Reactivation & Retention: Inherit and manage existing client portfolios from former sales representatives. Proactively reach out to dormant clients within our CRM system, re-engage their trading interests through professional service, and significantly enhance client stickiness and activity.
Inbound Lead Conversion: Promptly respond to inbound inquiries generated from online channels (official website, mobile APP, etc.). Quickly identify client needs, provide professional guidance on CFD products, and efficiently convert leads into active, trading clients.
Omnichannel Client Engagement (O2O): Utilize a hybrid "online communication + offline visit" service model. Maintain high-frequency touchpoints via phone calls and WeChat for daily interactions, and strategically arrange face-to-face visits for high-net-worth or high-potential clients to provide tailored solutions.
Dual Service-Sales Drive: Rooted in exceptional customer service, closely monitor clients' trading experiences and risk management. Uncover potential business opportunities within strict regulatory and compliance frameworks, and actively achieve the company's sales and service targets.

Requirements

Bachelor’s degree or above.
Prior experience in the CFD or broader securities/brokerage industry is highly preferred (familiarity with trading rules, market dynamics, and common client inquiries). Outstanding candidates without direct industry experience but with strong transferrable skills and learning agility are also highly encouraged to apply.
A strong customer-centric mindset. Patient, meticulous, and dedicated to resolving client issues and building long-term trust.
Highly self-motivated with a strong entrepreneurial spirit. Not satisfied with merely reacting to inquiries, but driven to independently hunt for activation and conversion opportunities.
Highly articulate and logical. Capable of seamlessly adapting communication styles between online (text/voice) platforms and offline face-to-face meetings.
Native or highly fluent in Mandarin is mandatory.

Apply

Apply at Zeal Group

About the Company

Zeal Group

Multi-asset trading technology group

Zeal Group operates as a group of regulated financial institutions and trading-technology businesses. It provides multi-asset trading platforms, execution, liquidity, market data, and related services for retail and institutional participants. In practice, technology and commercial teams operate alongside risk, compliance, operations, finance, and customer support. The profile is Zeal Group and avoids implying that trading products are suitable for every user. Roles span software engineering, product, dealing, quantitative work, compliance, sales, marketing, and business operations.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: London, United Kingdom
Founded: 2017

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