Premium Client Manager

**Introduction**

The Pepperstone story started in 2010. We know what it’s like to trade the world’s markets. Our team describes us as a place for the curious and the driven, and we like to do things a little differently; as a transformative global fintech we’re digital, nimble, connected, and united in our vision to create a better way to trade.

We thrive on progress - for our clients and for ourselves. Our organisational culture is ever-evolving, vibrant, diverse, global and results focused.

You’ll find our 550+ team currently across 11 locations and 9 time zones.

**The Role**

As our **Premium Client Manager - AU**, your key responsibilities include, but may not be limited to:

- Developing relationships through various channels with Pepperstone’s Premium Client Group to impact their longevity at volume thresholds
- Using own industry sources and various external channels to build strong relationships and seek more referrals and trading volumes
- Consistently securing and growing premium clients by demonstrating a clear point of difference in experience, market knowledge and personal focus over the competition
- Achieving sales targets
- Actively contributing to the premium team and assisting in helping others in the team develop
- Being a trusted adviser to premium clients on market and trading relating matters
- Maintaining client interest in trading markets through regular dissemination of market analysis and trade opportunities
- Assisting in planning and executing client events with as required
- Collaborating with key internal departments, particularly marketing, operations, risk, and development teams to gain support for projects and deliver needed support
- Assisting in planning and executing client events with as required
- Assisting in the organisation of quarterly premium events ranging from sporting events to conferences
- Meeting clients face to face and attending luxury Premium Client Events to build and nurtuer client relationships

**About You**
- Minimum 3 years’ experience in a similar role, ideally in a phone sales environment
- Previous experience as an account manager and/or dealing with clients (preferably high net worth clients)
- Excellent collaboration skills, ability to work as part of a team
- Proactive attitude and uncompromising ability to put the client first
- Excellent relationship building, customer service and influencing skills
- Exceptional written and verbal communication skills that allow you to negotiate, resolve conflict and overcome challenges
- Sound decision making and critical thinking
- Ability to acquire new knowledge and skills quickly and an interest in and ability to coach others
- Proficient numerical ability; be comfortable working with numbers
- Ability to manage and proactively collaborate with internal and external stakeholders
- Ability to travel throughout Australia (and overseas ad hoc) as required
- Ability to live the Pepperstone values
- Committed to ongoing learning and development

**Preferred but not essential**
- Understanding of financial markets, financial investments, and detailed understanding of various trading strategies (preferred but not essential)
- RG146 Financial Services General Advice qualification
- Experience with MetaTrader 4 and cTrader software
- Bachelor’s degree in finance, business or similar (highly regarded)

**Why you will enjoy working with us**
- Competitive salary structure including company bonus scheme
- Genuinely collaborative and friendly culture
- Flexible and hybrid working
- Remote working option - work from anywhere for up to 6 weeks per year, in addition to hybrid working as standard
- Ongoing personal development & learning opportunities
- 15 weeks paid primary carers parental leave & 4 weeks paid secondary carers leave
- 3 paid volunteering days per year & Workplace Giving Program
- Frequent events and celebrations including a standard weekly social
- Beautifully renovated large office at Collins Square - 727 Collins Street, Melbourne
- Best in class end of trip facilities including bicycle parking, change rooms & showers
- A full stocked kitchen, onsite coffee machines with locally sourced coffee beans (this is Melbourne after all) and curated specialty teas

**More About Pepperstone**

We understand it’s important to do due diligence on a prospective employer, see what our team are saying on Glassdoor. We respect our team members’ experiences and will never pay to remove a negative review.

“We are a 2025 Circle Back Initiative Employer - we respond to every applicant”.

Note to external agencies: While we appreciate the efforts of external recruitment agencies, we prefer to engage directly with applicants for this opportunity.

Li-Hybrid