Premium Account Manager

Summary

Join Pepperstone as a Premium Account Manager and focus on retaining and expanding relationships with high-value clients. This role involves phone communication, providing financial market advice, discussing trading strategies and risk management, and achieving sales targets. You will develop relationships, secure premium clients, contribute to the team, maintain client interest, and collaborate with internal departments. The position requires 3+ years of experience in a similar role within the Forex and CFD or finance industry, strong communication and numerical skills, and the ability to travel. Pepperstone offers a competitive salary, bonus scheme, flexible and hybrid working options, personal development opportunities, and comprehensive medical insurance.

Requirements

• +3 years of experience in a similar role within the Forex and CFD or finance industry
• Amazing relationship-building skills
• Strong written and verbal communication skills in English
• Strong numerical aptitude; comfortable engaging with data and figures
• Embodying the core values of Pepperstone
• Dedicated to continuous learning and professional growth
• Ability to travel throughout LATAM (and overseas ad hoc) as required

Responsibilities

• Develop relationships through various channels with Pepperstone’s Premium Client Group to impact their longevity at volume thresholds
• Use own industry sources and various external channels to build strong relationships and seek more referrals and funding
• Consistently securing 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
• 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

Preferred Qualifications

• Familiarity with MetaTrader 4/5 and cTrader platforms
• A Bachelor’s degree in finance, economics, or a related field
• Background in financial investments

Benefits

• 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
• Ongoing personal development & learning opportunities
• 3 paid volunteering days per year & Workplace Giving Program
• Periodic recognition and reward programs for outstanding performance and achievements
• Frequent events and celebrations
• Comprehensive medical insurance with coverage for your healthcare needs
• Employee Assistance Program & Wellbeing Initiatives