Elite Trading Portfolio Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeTrading Full time $120,000 - $180,000
Lead Trader Manager Opportunity

We are seeking an experienced Lead Trader Manager to support our growth by managing business development and relationship management, contributing to the growth and retention of a premium trading client portfolio.

  • 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 regulatory guidelines and internal compliance procedures

Requirements:

  • 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
  • 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

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