Senior Client Manager leading a client servicing team at Vistra. Responsible for transaction management and ensuring exceptional client service delivery in the Aviation Department.
About the role
- Manage relationships with Pepperstone's most valuable clients while providing tailored solutions. Focus on retention, sales targets, and enhancing client trading experiences with strong support.
Responsibilities
- Developing relationships through various channels with Pepperstone’s Premium Client Group to impact their longevity at volume thresholds
- Using own industry sources and various external channels to build strong relationships and seek more referrals and trading volumes
- Consistently securing and growing 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
- Being a trusted adviser to premium clients on market and trading relating matters
- 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
- Assisting in the organisation of quarterly premium events ranging from sporting events to conferences
- Meeting clients face to face and attending luxury Premium Client Events to build and nurtuer client relationships
Requirements
- Minimum 3 years’ experience in a similar role, ideally in a phone sales environment
- Previous experience as an account manager and/or dealing with high net worth clients
- Understanding of financial markets, financial investments, and detailed understanding of various trading strategies
- RG146 Financial Services General Advice qualification
- Experience with MetaTrader 4 and cTrader software
- Bachelor’s degree in finance, business or similar (highly regarded)
- Excellent collaboration skills, ability to work as part of a team
- Proactive attitude and uncompromising ability to put the client first
- Excellent relationship building, customer service and influencing skills
- Exceptional written and verbal communication skills that allow you to negotiate, resolve conflict and overcome challenges
- Sound decision making and critical thinking
- Ability to acquire new knowledge and skills quickly and an interest in and ability to coach others
- Proficient numerical ability; be comfortable working with numbers
- Ability to manage and proactively collaborate with internal and external stakeholders
- Ability to travel throughout Australia (and overseas ad hoc) as required
- Ability to live the Pepperstone values
- Committed to ongoing learning and development
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, in addition to hybrid working as standard
- Ongoing personal development & learning opportunities
- 15 weeks paid primary carers parental leave & 4 weeks paid secondary carers leave
- 3 paid volunteering days per year & Workplace Giving Program
- Frequent events and celebrations including a standard weekly social
- Beautifully renovated large office at Collins Square - 727 Collins Street, Melbourne
- Best in class end of trip facilities including bicycle parking, change rooms & showers
- A full stocked kitchen, onsite coffee machines with locally sourced coffee beans (this is Melbourne after all) and curated specialty teas
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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