Account Manager – Premium Clients


$50,000 to $75,000



Job Type


Job Ref

Date Posted

Fri, 7th January 2022

Join a leading online trading firm and deliver a world beating service to their premium clients across the APAC region

Join a business that has seen incredible global growth over the past five years and will continue to rise as a company leading the way in the online trading space. With over 30 years’ history, the business believes in progression, inclusion and determination.

A position has arisen in their Premium Client Account team to join as an Account Manager and help to liase with the HNV clients in the business, this will give you unrivalled access to the top traders in Australia and help you to learn about the world of online trading.

There is an excellent bonus structure offered, great culture within the team and many client events such as The Ashes, Australian Open, Superyachts and more. Hard work is well rewarded in the business and you will be the face of the company as you represent them to high value clients.


Role and responsibilities:

  • Adhere to and achieve consistent monthly/quarterly KPI targets (eg. growth, retention, referrals)
  • Provide proactive, end-to-end high-quality service for our premium value clients to ensure a positive, tailored trading experience, thereby optimising revenue growth for the business.
  • Attend Client Entertainment functions, both one-on-one and event situations. Willingness to travel interstate.
  • Constantly improving and innovating to create real points of differentiation in our markets.
  • Identifying and realising opportunities to educate our premium value clients on our products and range of services.
  • Responding to client’s enquiries and providing clients with product knowledge to ensure optimum utilisation of products and platforms
  • Proactively identify and cross sell additional products and services to existing clients.
  • Proactively identify opportunities to improve the client experience.
  • Gain referrals from existing client base
  • Where authorised, execute orders with speed, accuracy, and efficiency.
  • Act as a brand ambassador in all client interactions.
  • Maintain KPI and SLA targets, both individually and as a team
  • Proactively respond to and manage inbound client queries through Phone and Email professionally and efficiently.
  • Escalate all client issues in a timely manner to appropriate levels to ensure a consistently high level of client service if required.

To be successful:


  • Strong customer service and relationship management orientation
  • Operates with integrity and a highly client centric mind set, with an ability to build, influence and enhance strong and meaningful client relationships
  • Demonstrates passion and enthusiasm for our products and services
  • Intermediate knowledge/experience of financial markets
  • Proven ability to work with KPIs and targets
  • Excellent verbal and written communication skills
  • Ability to work effectively as part of a team
  • Strong resilience and capacity to work with high net worth clients
  • Sales/relationship management/customer service experience required
  • Undergraduate degree in relevant discipline desirable (Business, Finance, Economics etc.)
Job Application
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