JOB DETAILS
Our client is always on the lookout for exceptional people to join our Account Management team . If you see a client relationship as a long game, not a single transaction, we’d love to hear from you. We’re especially keen to meet those with CFD sales or account management experience and a genuine curiosity about markets.
In our Account Manager role you will have real impact through:
- Growing the Client Base: Support the sales team in acquiring and managing business and wholesale trading clients, building relationships that drive real trading activity.
- Onboarding with Precision: Guide new business clients through onboarding and compliance verification, getting them trading quickly and correctly.
- Staying Market Sharp: Keep your knowledge of forex, indices, commodities and equity derivatives current, and translate our trading platforms and tools into clear value for clients.
- Chasing the Numbers: Work towards and beyond individual and team KPIs and revenue targets, spotting cross-sell opportunities and flagging new products along the way.
- Delivering Standout Support: Provide fast, professional client support across email, phone and chat, keeping CRM records accurate and follow-ups on track.
- Keeping It Compliant: Ensure every interaction adheres to ASIC regulatory guidelines and internal compliance procedures.
What You’ll Bring:
- A bachelor’s degree in finance, business, economics or a related field, or at least 3 years in financial services or sales
- Strong communication skills in English, written and verbal
- RG146 compliance or willingness to complete certification
- A proven track record thriving in high-pressure, target-driven environments
- Sharp attention to detail and strong organisational skills
- A team-oriented mindset with the ability to work across multicultural teams
- Confidence with MS Office and CRM software, and comfort handling data and client records
- A highly motivated “hunter” mentality with a solutions-first approach to client needs
- Experience with wholesale or high net wealth clients in a brokerage or fintech setting is a strong bonus
- A passion for financial markets with a grounding in CFDs and margin trading is a bonus but not essential
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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