Premium Client Manager (Fintech)

TL;DR

Premium Client Manager (Fintech): Driving revenue growth and exceptional client experience for the premium client segment through proactive relationship management and strategic development with an accent on HNWI portfolio growth. Focus on maximizing client lifetime value, building long-term trust-based relationships, and organizing high-touch engagement events.

Location: Hybrid (3 days in office), based in Milan, Italy

Company

IG is a FTSE100 fintech operating across five continents, specializing in retail trading and investment since 1974.

What you will do

• Manage a dedicated portfolio of 150 premium clients to drive revenue growth and retention.
• Conduct a minimum of 45 in-person client meetings per quarter to build long-term, trust-based relationships.
• Generate at least £200,000 in annual revenue from newly acquired clients.
• Host 12 annual client events, including webinars and hospitality sessions, to foster community engagement.
• Execute strategic upselling and cross-selling to maximize client lifetime value.
• Ensure strict compliance with execution-only trading regulations.

Requirements

• Minimum 3 years of experience in premium client management within financial services.
• Deep expertise in leveraged trading products, specifically CFDs, forex, and derivatives.
• Proven track record of managing high-net-worth (HNWI) relationships and achieving aggressive revenue targets.
• Bachelor's degree in Finance, Economics, or a related field.
• Multilingual fluency: local language and English are mandatory.
• Comprehensive knowledge of local financial markets.

Nice to have

• Ability to bring an existing network of high-value clients to the role.

Culture & Benefits

• Hybrid working model with a balance of 3 days in the office for effective collaboration.
• Tailored development programs and mentoring opportunities with company leaders.
• Clear career progression paths and opportunities for professional growth.
• Access to internal committees, sports, and social clubs.
• Extra time off provided for volunteering and community work.