Elite Client Relationship Manager

7 days ago

Melbourne, Victoria, Australia beBeeClientRelationship Full time $90,000 - $120,000
Job Description:

We are seeking a seasoned professional to spearhead our high-value client relationships. As an Elite Client Relationship Manager, you will be responsible for nurturing existing ties and forging new ones with key clients.

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
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
  • 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
Benefits:
  • Ongoing investment in your career development
  • 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
Why Join Us?

We endeavour to create an inclusive and diverse workforce by offering an opportunity for the right people and encourage you to apply.

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

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