Premium Client Manager
LondonFull-time
The advert
Trade Nation is looking for a Premium Client Manager (PCM) to build, develop, and maintain strong client relationships. In this role, you will be responsible for identifying, developing, and managing Own Sourced (OS) Clients and Affiliated Clients , while providing a high standard of service to Trade Nation’s key House Clients .
Key responsibilities:
Identify and introduce potential Own-Sourced (OS) clients in accordance with the firm's client onboarding and compliance procedures;
Identify, open and manage Partners;
Meet specific KPIs in servicing a cohort of House Clients;
Build strong relationships with high-value Clients and Partners;
Provide quality Client and Partner service;
Build and maintain relationships with clients and partners in line with the firm’s regulatory obligations, hospitality and financial promotions;
Support business development through approved social media and marketing channels in accordance with internal marketing and financial promotion policies;
Coordinate and work with internal and external stakeholders;
Work closely with the Country Head to help drive acquisition and retention;
Provide reports for management and key Partners;
Comply with all applicable regulatory obligations, and the firm’s internal compliance policies; and
The responsibilities outlined above are not exhaustive and may evolve in line with business needs. The role holder may be required to undertake other duties reasonably consistent with the nature and level of the role.
Requirements
Key Skills:
5+ years’ experience in the retail derivatives industry
8+ years of sales experience
Proven experience of regular targets being met
In depth understanding of spread betting and CFDs
Committed to delivering the highest possible service to clients
Positive, self-motivated, KPI driven, and able to manage personal workload
Experience with CRM use, preferably HubSpot
How to apply
- Check how well your resume fits: “Analyse this for me” shows what matches and what is missing.
- Tailor your resume: “Resume for this vacancy” writes a version for this job.
- Apply on the original advert: the button below opens it.
Victra collected this posting from Workable. On Victra you can save it, check how well your CV fits it and get jobs like it every day.
Related jobs
- Customer Success & Operations Manager (Public Markets)LedgyLondon
- Outcomes Architect, UKI (Customer Success)NotionLondon
- Client Success Account ManagerLedgerRemote · London
- Senior Account ManagerLiftoffLondon
- Performance Strategist (Technical Account Manager)LiftoffLondon
- Sr. Customer Success Business PartnerAnaplanLondon
- Customer Account Manager at United-MediaUnited MediaLondon
- Customer Onboarding SpecialistQuantumLoopAILondon