Unit 6 - Index House

1 active job

• 

  Financial Consultant

  1 day ago

  £39000–£45000 yearly

  Full-time

  Liphook

  Company: Yongdao CF Trading Ltd. Location: Unit 6 - Index House, Midhurst Road, Liphook, GU30 7TN, United Kingdom Salary: £39,000 – £45,000 per annum Employment Type: Full-time, Permanent About the Company Yongdao CF Trading Ltd. is a technology-based financial services company specializing in the development and provision of intelligent trading tools and solutions for participants in the futures and foreign exchange markets. Our core products include self-developed EA (Expert Advisor) strategy systems based on quantitative models and AI algorithms. While we do not provide regulated financial services or investment advice, we focus on empowering clients through advanced tools and strategic consultation. Key Responsibilities -Provide product-focused consultations to individual and institutional clients, helping them understand and effectively utilize our trading systems and intelligent tools. -Act as a key point of contact for clients, responding to inquiries about strategy logic, backtesting principles, and system functionality. -Deliver presentations and demonstrations of our EA software, tailoring communication based on client needs and technical background. -Support business development by identifying potential customers, nurturing client relationships, and promoting the company’s technology solutions. - Collaborate with the product and technical teams to communicate user feedback, suggest feature enhancements, and improve user experience. - Maintain records of client interactions, update CRM systems, and contribute to sales strategy planning. -Stay informed on macroeconomic trends and forex/futures market developments to better relate our tools to client needs. -Ensure all communication and activities remain within the boundaries of unregulated services and comply with applicable UK standards. Requirements -Bachelor's degree or above in Finance, Business, Economics, or a related field. -Strong interpersonal and communication skills, with a consultative sales mindset. -Familiarity with financial markets, especially FX and futures trading. -Experience in B2B or B2C solution selling is highly desirable. - Basic understanding of quantitative trading or algorithmic strategies is a plus. -Proactive, client-oriented, and comfortable working in a fast-paced, tech-driven environment.

  Immediate start!

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