Equity Account Manager

2 weeks ago


Sydney, New South Wales, Australia beBeeExcellence Full time $90,000 - $120,000
CFD Equity Account Manager Job Description

About this role:

We are seeking a highly motivated and dynamic CFD equity account manager to join our team.

The successful candidate will play a key role in promoting our CFD equity products, focusing on US and Hong Kong stocks, and building strong client relationships.

This role requires a blend of sales expertise, market knowledge, and exceptional client service to achieve business objectives and enhance client satisfaction.

Key Responsibilities:

  • Sales and Business Development:
    • Actively drive business expansion by promoting and selling our CFD equity products, including US and Hong Kong stocks.
    • Leverage strong sales skills to identify, develop, and maintain a robust client pipeline.
    • Build and nurture long-term cooperative relationships with new and existing clients to foster trust and loyalty.
  • Client Service:
    • Deliver outstanding customer service via multiple channels (phone, email, online chat) to ensure high client satisfaction.
    • Respond promptly and professionally to client inquiries, resolving issues related to the CFD trading platform or products efficiently.
    • Provide timely market updates and feedback based on US and Hong Kong stock market dynamics, addressing client questions on market movements and trading strategies.
    • Collect and analyze client feedback on trading experiences and needs to enhance service offerings.
  • Performance and Goal Orientation:
    • Achieve or exceed Key Performance Indicators (KPIs), including sales targets, client satisfaction scores, and activity levels.
    • Continuously expand knowledge of CFD industry trends, our trading platforms, and products to provide informed client support.
    • Stay informed about popular US and Hong Kong listed companies, industry news, and macroeconomic factors to support sales and client engagement.
    • Contribute to team and individual performance metrics, driving overall team success.

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