Premium Client Manager
Eightcap
- Melbourne, VIC
- Permanent
- Full-time
- 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.
- Ensure adherence to ASIC regulatory guidelines and internal compliance procedures.
- 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
- Highly motivated "hunter" mentality with a solutions-oriented approach to client needs.
- Experience working with wholesale or high net wealth business in a brokerage or fintech setting.
- 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