As a Relationship Manager, you'll own the full client journey from the moment Marketing hands off a prospect, through account opening, first funding and first trade, to ongoing servicing, retention and reactivation. You'll be the primary point of contact for a portfolio of retail trading clients, working to maximize their lifetime value while ensuring every interaction reflects our regulatory and service standards.
Beyond day-to-day account management, you'll represent the company at premium client events, in-house seminars, trade fairs and financial expos, and you'll need to pass the relevant CMFAS exams to be appointed as a Licensed Representative.
Responsibilities:
- Oversee day-to-day flow across the sales funnel, resolve clients' issues promptly, execute service recovery, monitor client satisfaction and drive Net Promoter Score.
- Identify and propose initiatives to improve sales efficiency, resilience and service quality.
- Manage a portfolio of clients, ensuring satisfaction with our products and services.
- Deliver against KPIs including sales conversion, first-time deposits, introductory calls, CBV and referrals.
- Guide clients through our education programme, tailored to their trading experience and needs.
- Host in-house seminars and webinars.
- Collaborate with external educators and trainers.
- Plan and manage roadshows, investment fairs, conferences and premium client events.
- Engage prospects and clients to drive referrals and new accounts.
- Work closely with Marketing, Compliance and Client Service teams to align on operational strategy and service standards.
Operational Duties
Education
Events
Cross-functional Collaboration
Requirements:
- Diploma or degree in any discipline.
- Meets MAS's Fit and Proper Criteria, including integrity, competence and regulatory reputation/history.
- Meets the eligibility criteria to be appointed as a Representative for CMS Licensees, including minimum academic qualification and examination requirements.
- Good understanding of the MAS regulatory environment, particularly when servicing and offering financial products to retail clients.
- Demonstrated experience in financial sales, with a focus on retail clients.
- At least 3 years of experience in financial services operations within MAS-regulated firms, preferably with exposure to products such as securities, OTC derivatives (including CFDs), collective investment schemes, and knock-out options.
- Experience in retail investments, trading and/or retail financial services.
- Strong analytical, problem-solving and stakeholder engagement skills.
- Excellent written and verbal communication skills in English.
- Experience handling client complaints.
- High ethical standards and commitment to integrity and transparency.
- Resilient under pressure and adaptable in a fast-paced environment.
- Experience in fintech, brokerage, asset management or capital markets.
- Knowledge of CRM and enterprise workflow systems.
- Demonstrated skill in building client relationships.
- Prior experience in a client servicing function.
Minimum Qualifications
Preferred Qualifications
What will you get in return:
- Competitive Salary: We believe great work deserves great pay! Your skills and talents will be rewarded with a salary that makes you feel valued and motivated.
- Work-Life Harmony: Join a company that genuinely cares about you—because your life outside of work matters just as much as your time on the clock. #LI-Hybrid
- Annual Performance Bonus: Your hard work doesn’t go unnoticed! Celebrate your achievements with a well-deserved annual bonus tied to your performance.
- Generous Time Off: Need a breather? Our annual leave policy lets you recharge and enjoy life outside of work without a worry.
- Employee Referral Program: Love working here? Share the love! Bring your talented friends on board and get rewarded for growing our awesome team.
- Comprehensive Health & Pension Benefits: From medical insurance to pension plans, we’ve got your back. Plus, location-specific benefits and perks!
- Workation Wonderland: Live your digital nomad dreams with 30 extra days to work remotely from anywhere in the world (some restrictions apply). Adventure awaits!
- Volunteer Days: Make a difference! Take two additional paid days each year to support causes you care about and give back to the community.
Skills Required
- Diploma or degree in any discipline
- Meet MAS Fit and Proper Criteria
- Meet eligibility criteria for appointment as a Representative for CMS Licensees
- Complete required examination requirements, including relevant CMFAS exams
- Understanding of the MAS regulatory environment when servicing and offering financial products to retail clients
- Demonstrated experience in financial sales focused on retail clients
- At least 3 years of financial services operations experience within MAS-regulated firms
- Experience with securities, OTC derivatives, CFDs, collective investment schemes, or knock-out options
- Experience in retail investments, trading, or retail financial services
- Strong analytical, problem-solving, and stakeholder engagement skills
- Excellent written and verbal English communication skills
- Experience handling client complaints
- High ethical standards and commitment to integrity and transparency
- Resilience under pressure and adaptability in a fast-paced environment
- Experience in fintech, brokerage, asset management, or capital markets
- Knowledge of CRM and enterprise workflow systems
- Demonstrated skill in building client relationships
- Prior experience in a client servicing function
What We Do
Capital provides software that enables founders to raise, hold, spend, and send funds all in one place. Capital has evolved its flagship fundraising tool (formerly known as Party Round) to provide founders with banking solutions that streamline their startups.







