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

The Premium Client Manager is focused on retaining and growing Pepperstone's most valuable clients, those generating significant revenue and delivering consistent trading volumes. This Premium Client Manager position is responsible for actively building relationships to promote Pepperstone. To be successful in the role, the candidate will help a select group of clients with tailored solutions to help overcome individual trading challenges, promote various educational and functionality solutions, and engage with traders. They will also be expected to provide general advice on the financial markets and discussions around trading strategies, risk management and key market events. The goal is to increase the longevity and success of this segment of traders.

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're a regulated online Forex and CFD trading platform. With the scale of a global fintech and the agility of a start-up, we arm our clients with everything they need to take on the global markets with confidence. You will be part of a wider passionate and friendly team, and whilst things may not always go to plan, we learn quickly and move forward with impact. To learn even more visit Pepperstonecareers and   

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.  

Pepperstone is an equal opportunity employer. We are passionate about building a diverse workplace and strongly encourage applications from any background.  

"We are a 2025 Circle Back Initiative Employer – we respond to every applicant".  

We will be reviewing applications as they come through, so if this is an opportunity that excites you, don't wait. Express your interest by clicking the apply button below as soon as possible.  

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

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