Account Manager

Eightcap is a dynamic online trading provider focused on delivering great trading tools and professional trading insight to enable smarter trading. With a commitment to excellence and a passion for delivering trading technology directly to clients and via our network of strategic partners, we blend the agility of a fintech innovator with the trust and stability of a regulated financial institution. Our mission is to empower clients to succeed in the markets through seamless, secure, and intuitive trading experiences. With a fast-paced, collaborative, and innovative culture, Eightcap continues to evolve as a leader in the online trading space.

The company is headquartered in Melbourne, Australia, with support offices in the UK, Cyprus, Bulgaria and the Bahamas.

Recently recognised as Broker of the Year 2024 at the Global Forex Awards, we pride ourselves on innovation, outstanding customer service, and unwavering integrity in everything we do.

We are seeking an experienced Premium Client Manager to support Eightcap’s growth by supporting both business development and relationship management, contributing to the growth and retention of a premium trading client portfolio.

The ideal candidate will have a strong background in working with wholesale or high net wealth business in a brokerage or fintech setting, with a proven ability to deliver results in a fast-paced, high-performance environment. This role plays a key part in driving our mission to provide an exceptional experience to both our clients and team.

Key Responsibilities

- Support the sales team in acquiring and managing high-value business and wholesale trading clients.
- Build strong relationships with new and existing clients to promote trading activity and product engagement.
- Assist in the onboarding and compliance verification of new business.
- Maintain up-to-date knowledge of financial markets, particularly in forex, indices, commodities, and equity derivatives.
- Understand and explain trading platforms, tools, and features to clients.
- Work towards meeting or exceeding individual and team KPIs and revenue targets.
- Identify cross-selling opportunities and communicate new product offerings to clients.
- Provide prompt and professional client support across email, phone, and chat platforms.
- Maintain accurate records of client communications and follow-up activities in CRM systems.
- Ensure adherence to ASIC regulatory guidelines and internal compliance procedures.

Qualifications

- Bachelor's degree in finance, business, economics, or a related field; or at least 3 years of experience in a financial services or sales role.
- Passion for financial markets with a foundational understanding of CFDs and margin trading.
- Strong communication skills in English, both written and verbal.
- RG146 compliance or willingness to complete certification.
- Proven ability to work in a high-pressure, target-driven environment.
- Strong attention to detail and organisational skills.
- Team-oriented with the ability to work effectively across multicultural teams.
- Proficiency in MS Office and CRM software; confident in handling data and client records
- Highly motivated "hunter" mentality with a solutions-oriented approach to client needs.
- Experience working with wholesale or high net wealth business in a brokerage or fintech setting.

- Ongoing investment in your career development

Benefits

- Wellness and lifestyle perks like monthly corporate massages
- Parental leave
- Staff referral bonus program
- Employee-purchased leave
- Perkbox reward and recognition
- Study assistance
- Annual flu vaccinations
- Complimentary fruit and snacks
- Multicultural environment
- A dynamic and collaborative team culture
- Great CBD location with easy access to public transport
- Regular social activities

Are you interested in this opportunity but don’t meet every requirement?

Eightcap endeavours to create an inclusive and diverse workforce by offering an opportunity for the right people and so we encourage you to apply.

We respectfully ask that no recruiters contact anyone at Eightcap regarding this role

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