Strategic Client Liaison

2 days ago

Sydney, New South Wales, Australia beBeeClientLiaison Full time $80,000 - $120,000
Strategic Client Liaison

Job Summary: We are seeking a skilled and experienced professional to serve as a strategic client liaison, fostering and enhancing relationships with our most engaged and high-net-worth clients.

Key Responsibilities:

  • Act as the primary point of contact for allocated clients, providing exceptional service and ensuring their needs are met throughout their account lifecycle.
  • Develop and implement strategies to introduce Vantage's products and services to clients, building long-term relationships and driving revenue growth.
  • Engage with clients through regular outreach, resolving disputes and queries in a timely manner, and escalating complex issues as needed.
  • Identify opportunities to grow the client base through networking and referrals, actively pursuing and following up on partnership opportunities.
  • Collaborate with internal stakeholders to produce better process outcomes, communicate effectively with clients, team members, management, and internal stakeholders.

Requirements:

  • Degree in Finance, Business, or relevant fields.
  • Knowledge of derivatives trading (FX/CFDs/MT4&5) or shares trading is highly preferred.
  • RG146 holder or CFA level 1 is highly preferred.
  • Strong project management, multitasking, and decision-making skills.
  • Excellent written and verbal communication skills.
  • A genuine interest in financial markets.
  • Humility to learn and grow within an organization.
  • Resilience to change and passion to drive improvements.
  • Ability to work independently and within a team.

Benefits:

  • Opportunity to work with a global multi-asset brokerage firm.
  • Chance to develop and implement strategic plans to drive business growth.
  • Collaborative and dynamic work environment.
  • Professional development and growth opportunities.

Others:

  • Adhere to the regulatory framework governing client accounts and retail trading environment set out by ASIC.

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