Account Manager
Core
Own the acquisition and growth of wholesale and business trading client base, turning first conversations into lasting partnerships.
Role type
Account Manager (Sales & Client Onboarding)
Builds
High-value trading partnerships for wholesale and business clients
Domain
Financial Services / CFD Markets
Deliverable
client delivery
Required skills
client acquisition, onboarding and compliance verification, KPI and revenue target management, cross-selling, client support, regulatory compliance
Preferred skills
wholesale or high net wealth client experience, brokerage or fintech background, knowledge of CFDs and margin trading
Technologies
MS Office, CRM software
Responsibilities
Support sales team in acquiring and managing business and wholesale trading clients; guide new clients through onboarding and compliance verification; maintain current knowledge of forex, indices, commodities and equity derivatives; meet individual and team KPIs and revenue targets; provide fast client support via email, phone and chat; ensure interactions adhere to ASIC regulatory guidelines