Client Relationship Manager

2 weeks ago

Sydney, New South Wales, Australia Vantage Full time

Vantage Sydney, New South Wales, Australia

Client Relationship Manager

Vantage Sydney, New South Wales, Australia

1 week ago Be among the first 25 applicants

Join our team in Sydney or Melbourne as a Client Relationship Manager.

Company Description

Vantage is a global multi-asset brokerage firm based in Sydney, licensed by the Australian Securities and Investments Commission (ASIC). We offer trading opportunities in CFDs for Forex, Commodities, Indices, Shares, and Cryptocurrencies. Our commitment is to provide a robust trading environment, complemented by a fast and user-friendly trading platform, enabling our clients to capitalize on trading opportunities efficiently.

We are seeking a highly skilled and experienced Client Relationship Professional to foster and enhance strategic relationships with our most engaged and high-net-worth clients.

Key responsibilities:

  • Positioned as a direct point of contact for 'Funded/Traded' account holders the lifetime of their account.
  • Ensure allocated clients are introduced to Vantage's Products and Services, contacted regularly and, managed appropriately the life time of their account.
  • Engage clients through outbound calls/emails.
  • Ensure disputes and queries from clients are addressed, resolved and/or escalated in a timely manner.
  • Adopt a proactive approach to grow client base through networking and referrals.
  • Actively pursue and follow up on client referrals and partnership opportunities.
  • Acclimate clients to Vantage's trade technology and core trading functionality.
  • Acclimate clients to Vantage's tradable product offering and relevant specifications.
  • Assist with various administrative functions including deposits, withdrawals, adjusting leverage etc.
  • Educate clients on price trends, market concepts and trade strategy, especially risk management practices.
  • Provide general advice on key market concepts including price trends, technical and fundamental strategy, risk management practices.
  • Attend and support virtual and in person client appreciate and social events, industry events and workshops.
  • Collaborate with internal stakeholders to produce better process outcomes.
  • Communicate effectively with clients, team members, management and internal stakeholders.
  • Adhere to, the regulatory framework governing client accounts and retail trading environment set out by ASIC.

To succeed in this role, you bring:

  • Degree in Finance, Business, or relevant fields.
  • Knowledge of derivatives trading (FX/CFDs/MT4&5) or shares trading is highly preferred.
  • RG146 holder or CFA level 1 is highly preferred.
  • Strong project management, multitasking and decision-making skills.
  • Excellent written and verbal communication skills.
  • A genuine interest in financial markets.
  • Humility to learn and grow within an organisation.
  • Resilience to change and passion to drive improvements.
  • Ability to work independently and within a team.
Seniority level
  • Seniority levelAssociate
Employment type
  • Employment typeFull-time
Job function
  • Job functionBusiness Development, Sales, and Consulting
  • IndustriesFinancial Services, Investment Management, and Investment Advice

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