Recruiter :
Paul Richardson
- Work with premium clients and professional investors/traders
- Award winning global trading platform
- Great remuneration with uncapped commission thresholds
The company is an award winning and leading Multi Asset Global Trading platform with a comprehensive retail, professional and institutional offering. They enable clients to trade through their award-winning proprietary in-house Trading Platforms.
What's the role?
In this role, you'll be responsible for exploring, developing and growing relationships with premium clients and professional investors/traders within Australia. The ideal candidate will have a deep understanding and track record of sales performance, account conversation and client retention, especially with regards to High-Net-Worth individuals who might also be sophisticated traders, within the Australia Forex and CFD industry.
What will my day to day look like?
In this role, you will build, maintain, and strengthen HNW client relationships by assisting and educating each client in utilising the company products, services, and platforms. This requires strong product knowledge, excellent communication skills and problem-solving skills when liaising with Premium clients, whilst maintaining integrity within all processes.
You will:
- Explore and develop relationships with premium and experienced investors.
- Identify, onboard, support and retain new premium clients while ensuring a seamless trading experience.
- Provide tailored trading solutions, pricing structures, and liquidity arrangements to meet client needs.
- Work closely with internal teams, including customer service, trading & risk management, compliance, and marketing, to optimize client satisfaction.
- Showcase your in-depth industry understanding and competitor analysis to identify business opportunities.
- Educate clients on trading platforms, new products, and market developments.
- Assist in resolving client inquiries efficiently and professionally
- Prepare reports on client performance, sales activities, and market trends.
What skills do I need for the role?
You are an experienced Account/Relationship or Sales professional within a Financial Markets firm or have the transferrable skills to move across. You have a strong knowledge or interest of financial markets with excellent communication skills, problem-solving skills, and attention to detail.
You also have:
- Bachelor’s degree in Finance, Economics, or a related field is preferred.
- 2-3 years of experience in the financial services industry is a must.
- Proven track record in sales or client relationship management role
- Demonstrated ability to successfully develop and maintain a high-value, diverse client portfolio across both retail and wholesale clients, ensuring long-term loyalty and growth.
- Strong grasp of financial instruments, trading dynamics, liquidity solutions, and market trends, with the ability to leverage this expertise to benefit clients’ strategic goals.
- Ability to engage, negotiate, and build rapport with individuals, delivering exceptional service while clearly explaining complex financial concepts.
- RG146 General Advice qualifications (Derivatives & Foreign Exchange) is preferred but not mandatory.
- Proven aptitude for analyzing market movements and trends, providing insightful guidance and tailored advice to clients to help them navigate the markets effectively.
How do I apply?
If you have the skills and experience as detailed above, and this sounds like the role for you, please upload your resume NOW! or call Paul Richardson - 0421 744 322