Premium Client Manager (Fintech)

TL;DR

Premium Client Manager (Fintech): Retaining and growing high-value clients for a global trading platform with an accent on building strong relationships, providing market advice, and achieving sales targets. Focus on tailored solutions, market analysis dissemination, and contributing to team development.

Location: Hybrid role, based in Melbourne, Australia. Remote working option for up to 6 weeks per year in addition to hybrid working. Ability to travel throughout Australia (and ad hoc overseas) is required.

Company

hirify.global is a regulated online Forex and CFD trading platform, operating as a transformative global fintech company with a team of over 550 across 11 locations.

What you will do

• Develop and strengthen relationships with hirify.global’s Premium Client Group to enhance client longevity and trading volumes.
• Secure and grow premium clients by demonstrating a clear point of difference in experience, market knowledge, and personal focus.
• Achieve sales targets for premium client acquisition and retention.
• Act as a trusted adviser to premium clients on market and trading-related matters.
• Maintain client interest in trading markets through regular dissemination of market analysis and trade opportunities.
• Collaborate with internal departments and assist in planning and executing client events.

Requirements

• Minimum 3 years’ experience in a similar role, ideally in a phone sales environment or dealing with high net worth clients.
• Detailed understanding of financial markets, financial investments, and various trading strategies.
• RG146 Financial Services General Advice qualification.
• Experience with MetaTrader 4 and cTrader software.
• Excellent relationship building, customer service, influencing, and communication skills.
• Ability to travel throughout Australia (and overseas ad hoc) as required.

Nice to have

• Bachelor’s degree in finance, business, or a similar field.

Culture & Benefits

• Competitive salary structure including a company bonus scheme.
• Flexible and hybrid working arrangements, with a remote working option for up to 6 weeks per year.
• Ongoing personal development and learning opportunities.
• 15 weeks paid primary carers parental leave and 4 weeks paid secondary carers leave.
• 3 paid volunteering days per year.
• Access to a beautifully renovated large office in Melbourne with a fully stocked kitchen and onsite coffee machines.

Hiring process

• Applications are reviewed on an ongoing basis.