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High-Value Relationship Manager
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We are seeking an experienced Relationship Manager to join our team. As a Premium Client Manager, you will be responsible for developing and maintaining relationships with high-value clients, providing tailored solutions to help them overcome trading challenges, and promoting educational and functionality solutions.
About the RoleThe ideal candidate will have a proven track record of success in a similar role, with excellent collaboration skills and the ability to work as part of a team. They will also possess strong written and verbal communication skills, as well as sound decision-making and critical thinking abilities.
- Develop relationships with high-value clients to impact their longevity and increase trading volumes;
- Use industry sources and external channels to build relationships and seek referrals;
- Consistently secure and grow premium clients by demonstrating a clear point of difference in experience, market knowledge, and personal focus;
- Achieve sales targets;
- Contribute to the premium team and help others develop;
- Be a trusted advisor to premium clients on market and trading-related matters;
- Maintain client interest in trading markets through regular market analysis and trade opportunities;
- Assist in planning and executing client events as required;
- Collaborate with internal departments to gain support for projects;
- Organize quarterly premium events;
- Meet clients face-to-face and attend premium client events to build and nurture relationships.
- Minimum 3 years' experience in a similar role, ideally in a phone sales environment;
- 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;
- Strong written and verbal communication skills for negotiation and conflict resolution;
- Sound decision making and critical thinking;
- Ability to acquire new knowledge quickly and coach others;
- Proficient numerical ability; comfortable working with numbers;
- Ability to manage and collaborate with internal and external stakeholders;
- Ability to travel throughout Australia (and overseas ad hoc) as required;
- Alignment with company values;
- Willingness for ongoing learning and development.
- Understanding of financial markets, investments, and trading strategies;
- Experience with MetaTrader 4 and cTrader;
- Bachelor's degree in finance, business, or similar (highly regarded).
- Competitive salary structure including a 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 provisions;
- Volunteer days and Workplace Giving Program;
- Regular events and celebrations;
- Modern office in Melbourne with amenities.
