Institutional Sales

4 months ago


Sydney, Australia Interactive Brokers Full time

Institutional Sales

**Job Description & Requirements**

The Representative will focus on account acquisitions for institutional and high-net-worth (HNW) clients. The Representative will handle the entire sales process, from identifying prospective clients to relationship management once the client is onboarded. Applicants will work closely with our onboarding team but should be prepared to see this process through, from inception to completion.

**Responsibilities**:

- Taking advantage of the multilingual skills, act as a key sales contact to Interactive Brokers' various institutional and HNW clients.
- Understand the needs of prospects to convert them into new clients.
- Rapidly attain the required knowledge of our global product offering (including equities, options, futures, foreign exchange, fixed income, commodities) Work with internal teams to ensure new clients are efficiently managed through a proper start
- up & engagement process (including. Client Integration Services, Sales Engineering, and New Account Services)
- Expectation of continuous study and learning about the broad spectrum of analytics, investment tools and general services made available through IBKR's institutional platform

**Requirements & Qualifications**:
**Minimum Requirements**:

- An interest in trading and knowledge of the financial markets
- 2+ years of sales experience selling to financial industry clients such as Hedge Funds, Financial Advisors and Introducing Brokers is preferred.
- Excellent communication skills (verbal and written)
- Good understanding of the investment needs of the Australian marketplace, specifically Hedge Funds, Financial Advisors and other HNW clients

**To be successful, you will**:

- Be a quick learner and technically orientated
- Be well-versed in industry knowledge in the Global Equity and Derivatives Markets
- Australian or PR holder
- Need or obtain various industry licenses, specifically RG146 qualifications and US FINRA series 7
- Be a team player and willing to deeply understand our product, offering and service

**Company Benefits & Perks**
- Competitive salary, annual performance-based bonus and stock grant
- Excellent health and welfare benefits, including medical, dental, specialist and in-patient
- Competitive package of Annual Leave
- Modern offices with multi-monitor setups
- Great work-life balance
- Unique opportunity to gain exposure to global financial products, markets and clientele
- Opportunities for career progression and job scope expansion in a global company with a growing local presence
- Hybrid work arrangement role permitting

**Company Overview**

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Job ID 7261390002


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