Premium Client Manager

Introduction

The Pepperstone story started in 2010. We know what it’s like to trade the world’s markets. Our team describes us as a place for the curious and the driven, and we like to do things a little differently; as a transformative global fintech we’re digital, nimble, connected, and united in our vision to create a better way to trade. We thrive on progress – for our clients and for ourselves. Our organisational culture is ever-evolving, vibrant, diverse, global and results focused. You’ll find our 550+ team currently across 11 locations and 9 time zones.

The Role

The Premium Client Manager is focused on retaining and growing Pepperstone’s most valuable clients, those generating significant revenue and delivering consistent trading volumes. This role is responsible for actively building relationships to promote Pepperstone, providing tailored solutions to help clients overcome trading challenges, promoting educational and functionality solutions, and engaging with traders. You will provide general advice on the financial markets, discuss trading strategies, risk management and key market events, with the goal of increasing the longevity and success of this client segment.

As our Premium Client Manager – AU, your key responsibilities include, but are not limited to:

- Developing relationships through various channels with Pepperstone’s Premium Client Group to impact longevity at volume thresholds
- Using industry sources and external channels to build strong relationships and seek referrals and trading volumes
- Securing and growing premium clients by demonstrating a clear point of difference in experience, market knowledge and personal focus
- Achieving sales targets
- Actively contributing to the premium team and assisting others in the team development
- Being a trusted adviser to premium clients on market and trading matters
- Maintaining client interest in trading markets through regular market analysis and trade opportunities
- Assisting in planning and executing client events as required
- Collaborating with marketing, operations, risk and development teams to gain support for projects and deliver needed support
- Organising quarterly premium events ranging from sporting events to conferences
- Meeting clients face to face and attending luxury Premium Client Events to build and nurture relationships

About You

- Minimum 3 years’ experience in a similar role, ideally in a phone sales environment
- Previous experience as an account manager and/or dealing with clients (preferably high net worth)
- Excellent collaboration skills and ability to work as part of a team
- Proactive attitude and client-first mindset
- Excellent relationship building, customer service and influencing skills
- Exceptional written and verbal communication skills to negotiate, resolve conflict and overcome challenges
- Sound decision making and critical thinking
- Ability to acquire new knowledge quickly and coach others
- Proficient numerical ability and comfort working with numbers
- Ability to manage and proactively collaborate with internal and external stakeholders
- Ability to travel throughout Australia (and overseas on occasion)
- Alignment with Pepperstone values and commitment to ongoing learning and development

Preferred but not essential

- Understanding of financial markets, investments, and trading strategies
- RG146 Financial Services General Advice qualification
- Experience with MetaTrader 4 and cTrader
- Bachelor’s degree in finance, business or similar (highly regarded)

Why you will enjoy working with us

- Competitive salary structure including company bonus scheme
- Collaborative and friendly culture
- Flexible and hybrid working
- Remote working option up to 6 weeks per year
- Ongoing personal development and learning opportunities
- Parental leave and dependent care allowances
- Volunteer days and Workplace Giving Program
- Regular events and celebrations including weekly social
- Office at Collins Square, Melbourne with modern facilities
- End of trip facilities including bicycle parking, change rooms and showers
- Well-equipped kitchen with coffee and teas

More About Pepperstone

We’re a regulated online Forex and CFD trading platform with the scale of a global fintech and the agility of a start-up. You will be part of a wider, passionate and friendly team. To learn more visit Pepperstonecareers and Pepperstone on LinkedIn.

We understand it’s important to do due diligence on a prospective employer and respect our team members’ experiences. Pepperstone is an equal opportunity employer and strongly encourages applications from any background. We are a 2025 Circle Back Initiative Employer – we respond to every applicant.

We will be reviewing applications as they come through, so if this opportunity excites you, express your interest by applying as soon as possible. Note to external agencies: we prefer to engage directly with applicants.

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