German Retention – Swiss Experience

RMG Recruitment Agency

German Retention Agent maintaining relationships with German-speaking clients in Forex. Enhancing client activity and retention within a remote team environment.

Posted 7/13/2026full-timeRemote • 🇺🇸 United StatesJunior💰 €3,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client retention and relationship management within the Forex and Financial Trading industry, with a strong focus on achieving KPIs and enhancing client experience. Proficient in German communication, both spoken and written, to effectively engage with clients and support their trading goals.

Highest-signal resume keywords

Client RetentionRelationship ManagementSales SkillsGerman Language ProficiencyCRM System Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SupportTrading Activity ManagementNegotiation SkillsKPI AchievementAccount Management

Soft Skills

Communication SkillsSelf-MotivationProblem-Solving

Tools & Technologies

CRM SystemsTrading Platforms

Industry Keywords

ForexCFDFinancial TradingClient Objection HandlingSwiss Clients

About the role

Key responsibilities & impact

Build and maintain strong relationships with German-speaking clients.
Retain and reactivate existing clients through regular communication.
Increase client deposits, trading activity, and lifetime value.
Understand client trading goals and provide ongoing account support.
Promote new products, campaigns, and trading opportunities.
Handle client objections professionally and effectively.
Maintain accurate CRM records and client notes.
Work closely with internal departments to ensure an excellent client experience.
Achieve individual and team KPIs.

Requirements

What you’ll need

Previous experience as a Retention Agent within the Forex, CFD or Financial Trading industry is essential.
Native or fluent German (spoken and written).
Experience working with Swiss clients is highly preferred.
Strong sales, negotiation, and relationship management skills.
Proven track record of meeting or exceeding retention targets.
Excellent communication and closing abilities.
Self-motivated with the ability to work independently in a remote environment.
Experience using CRM systems and trading platforms is an advantage.
Stable internet connection and suitable home office setup.

Benefits

Comp & perks

Fully remote position.
Competitive base salary plus attractive commission structure.
International and supportive team environment.
Career growth opportunities.
Ongoing training and professional development.
Performance-based incentives.