cindypearson

Client Account Manager

Experienced Investor Relations Manager with a demonstrated history of working in the marketing and investment banking industry. Skilled in Sales, Customer Relationship Management (CRM), Management, and Marketing. A proactive leader who thrives in high-pressure environments, ensuring the team remains focused and productive while driving exceptional results. Able to elicit client needs in order to advise on appropriate purchases and solutions and is adaptable to challenging situations with a friendly and approachable persona. With a strategic mindset and hands-on approach, I drive revenue growth, client acquisition, and market expansion.


Experience: 11 years

Yearly salary: $48,000

Hourly rate: $50

Nationality: 🇹🇭 Thailand

Residency: 🇹🇭 Thailand


Experience

VIP MANAGER
FBS
2025 - 2025
. Provided one-on-one support to VIP clients, ensuring exceptional service and long-term relationship building . Delivered weekly performance reports and bespoke market analyses tailored to client strategies. Reviewed client trading history and preferences to determine the best reactivation strategies . Assisted clients with trading and payment-related issues to maintain smooth operations . Negotiated and structured exclusive trading terms and benefits for top-tier clients
CLIENT RELATIONSHIP MANAGER
EXNESS
2022 - 2025
.Participated in the Exness Premier Loyalty Program, focusing on client retention and reactivation, primarily targeting High Net Worth Individuals . Served as the primary point of contact between clients and Exness, fostering the establishment, development, and maintenance of strong business relationships with current and prospective clients and partners . Managed a portfolio of over 1,800 clients, including more than 1,100 retail clients, 500 potential high-value clients, and 200 high-net-worth clients . Conducted comprehensive analysis of High-Value Client personas to optimize outreach strategies . Guided clients toward achieving specific outcomes through approved communication channels, ensuring high satisfaction and retention rates . Built and nurtured relationships with new and prospective clients, successfully generating new accounts within designated timelines . Developed strategic plans and analyzed client personas and portfolios to re-engage dormant accounts, facilitate market expansion, and recover lost revenue . Proactively resolved client payment issues, enhancing collection efficiency and customer satisfaction by anticipating needs and providing tailored solutions . Developed the Exness webinar series targeting two key groups: new traders and experienced traders. The series covers essential topics such as forex basics, money management, fundamental analysis, and technical analysis using popular indicators like Elliott Wave, RSI, MACD, and others . Participated in industry events such as expos, conventions, training sessions, seminars, and webinars to stay aligned with market trends. Monitored platform activity to identify and handle abuse, safeguarding the company's reputation . Collaborated with the verification team to obtain source of funds documentation for high-net-worth individuals, implementing standardized verification procedures to prevent potential fraud
INVESTOR RELATIONS MANAGER
SIAM VALIDUS
2020 - 2021
. Fintech crowdfunding debentures from SCG Vendors (Invoice Financing) . Strengthened brand awareness and market positioning for a local fintech startup . Guided accredited investors through the investment process, ensuring a seamless experience . Conducted platform testing and quality control to enhance user experience . Identified high-potential leads and successfully expanded the investor network . Collaborate on business development, investor outreach plan and strategy
RELATIONSHIP MANAGER (PREFERRED BANKING)
CIMB THAI
2018 - 2020
. Actively sold financial products, including bonds, mutual funds, and complex investment instruments . Provided strategic financial advice to high-net-worth individuals, tailoring solutions to their needs . Ensured sustainable revenue generation while aligning with clients’ financial goals . Monitored industry trends to identify and capitalize on new sales opportunities . Engaged existing clients to cross-sell and up-sell, optimizing their investment portfolios . Delivered exceptional service to strengthen client relationships and uphold the firm's reputation
FINANCIAL ADVISOR/BUSINESS CONSULTANT
I WEALTH PLUS
2017 - 2018
. Developed and implemented comprehensive financial plans tailored to clients' unique needs and goals . Provided in-depth budget planning to enhance financial stability and long-term wealth growth . Customized investment strategies to maximize returns while managing risks . Conducted risk assessments to safeguard assets and ensure financial security . Advised on retirement planning, helping clients achieve long-term financial independence and sustainability
SALES AND MARKETING EXECUTIVE
APPCO THAILAND
2016 - 2016
. Represented UNICEF Thailand as a sales and fundraising specialist, driving donor engagement and contributions . Led team training and development initiatives to enhance sales performance and communication skills . Delivered impactful public speaking presentations to promote UNICEF’s mission and campaigns . Executed professional B2C and B2B sales strategies to secure long-term donor commitments . Participated in advanced overseas sales training programs in Singapore and Australia, refining global sales techniques
ACTRESS
BANGKOK AUDIO VISION
2015 - 2016
. Portrayed the character Olivia in the action TV series Thong 10, aired on Channel 7 . Filming took place in 2015, with the series premiering on February 27, 2016

Skills

account-manager
business-development
communication
digital-marketing
finance
sales
salesforce
english
thai