Client Relationship Manager

Vantage Sydney, New South Wales, AustraliaClient Relationship ManagerVantage Sydney, New South Wales, Australia1 week ago Be among the first 25 applicantsJoin our team in Sydney or Melbourne as a Client Relationship Manager.Company DescriptionVantage is a global multi-asset brokerage firm based in Sydney, licensed by the Australian Securities and Investments Commission (ASIC).
We offer trading opportunities in CFDs for Forex, Commodities, Indices, Shares, and Cryptocurrencies.
Our commitment is to provide a robust trading environment, complemented by a fast and user-friendly trading platform, enabling our clients to capitalize on trading opportunities efficiently.We are seeking a highly skilled and experienced Client Relationship Professional to foster and enhance strategic relationships with our most engaged and high-net-worth clients.Key responsibilities:Positioned as a direct point of contact for 'Funded/Traded' account holders the lifetime of their account.Ensure allocated clients are introduced to Vantage's Products and Services, contacted regularly and, managed appropriately the life time of their account.Engage clients through outbound calls/emails.Ensure disputes and queries from clients are addressed, resolved and/or escalated in a timely manner.Adopt a proactive approach to grow client base through networking and referrals.Actively pursue and follow up on client referrals and partnership opportunities.Acclimate clients to Vantage's trade technology and core trading functionality.Acclimate clients to Vantage's tradable product offering and relevant specifications.Assist with various administrative functions including deposits, withdrawals, adjusting leverage etc.Educate clients on price trends, market concepts and trade strategy, especially risk management practices.Provide general advice on key market concepts including price trends, technical and fundamental strategy, risk management practices.Attend and support virtual and in person client appreciate and social events, industry events and workshops.Collaborate with internal stakeholders to produce better process outcomes.Communicate effectively with clients, team members, management and internal stakeholders.Adhere to, the regulatory framework governing client accounts and retail trading environment set out by ASIC.To succeed in this role, you bring: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 organisation.Resilience to change and passion to drive improvements.Ability to work independently and within a team.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionBusiness Development, Sales, and ConsultingIndustriesFinancial Services, Investment Management, and Investment AdviceReferrals increase your chances of interviewing at Vantage by 2xSign in to set job alerts for "Relationship Manager" roles.National Account Manager (Coles) (Sydney CBD/Hybrid)Sydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 days agoRelationship Manager-Corporate and Institutional BankingAccount Executive, Funded Startups, APACAccount Executive, Accelerated Growth, Google Customer SolutionsSydney, New South Wales, Australia 6 days agoSydney, New South Wales, Australia 3 days agoAccount Executive - Expression of InterestSydney, New South Wales, Australia 2 days agoAccount Executive - Content and CommerceSydney, New South Wales, Australia 2 weeks agoClient Relationship Manager, Private Wealth Sales, MelbourneSydney, New South Wales, Australia 2 months agoSydney, New South Wales, Australia 2 months agoMascot, New South Wales, Australia 6 days agoSydney, New South Wales, Australia 3 weeks agoAssistant Vice President / Senior Associate, Relationship Manager (Telecoms, Media & Techgy), Institutional Banking Group, DBS Australia (Sydney)Sydney, New South Wales, Australia 1 month agoSydney, New South Wales, Australia 5 days agoSydney, New South Wales, Australia 10 hours agoAssistant Director - Relationship Manager (Non-FI)Sydney, New South Wales, Australia 1 month agoAccount Executive - Mid Market Acquisition Uber EatsSydney, New South Wales, Australia 12 hours agoMid-Market Account Executive, Uber for BusinessSydney, New South Wales, Australia 6 days agoAccount Executive, Platforms (New Business)North Sydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 6 days agoDirector - Relationship Manager (Australia Tier 1 Banks And Financial Institutions)Sydney, New South Wales, Australia 3 weeks agoWe're unlocking community knowledge in a new way.
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