
Premium Client Manager - AU
- Melbourne, VIC
- Permanent
- Full-time
- 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
- 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
- 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)
- 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