Client Relationship Manager

Vantage Sydney, New South Wales, Australia

Client Relationship Manager

Vantage Sydney, New South Wales, Australia

1 week ago Be among the first 25 applicants

Join our team in Sydney or Melbourne as a Client Relationship Manager.

Company Description

Vantage is a global multi-asset brokerage firm based in Sydney, licensed by the Australian Securities and Investments Commission (ASIC). We offer trading opportunities in CFDs for Forex, Commodities, Indices, Shares, and Cryptocurrencies. Our commitment is to provide a robust trading environment, complemented by a fast and user-friendly trading platform, enabling our clients to capitalize on trading opportunities efficiently.

We are seeking a highly skilled and experienced Client Relationship Professional to foster and enhance strategic relationships with our most engaged and high-net-worth clients.

Key responsibilities:

• Positioned as a direct point of contact for ‘Funded/Traded’ account holders the lifetime of their account.
• Ensure allocated clients are introduced to Vantage’s Products and Services, contacted regularly and, managed appropriately the life time of their account.
• Engage clients through outbound calls/emails.
• Ensure disputes and queries from clients are addressed, resolved and/or escalated in a timely manner.
• Adopt a proactive approach to grow client base through networking and referrals.
• Actively pursue and follow up on client referrals and partnership opportunities.
• Acclimate clients to Vantage’s trade technology and core trading functionality.
• Acclimate clients to Vantage’s tradable product offering and relevant specifications.
• Assist with various administrative functions including deposits, withdrawals, adjusting leverage etc.
• Educate clients on price trends, market concepts and trade strategy, especially risk management practices.
• Provide general advice on key market concepts including price trends, technical and fundamental strategy, risk management practices.
• Attend and support virtual and in person client appreciate and social events, industry events and workshops.
• Collaborate with internal stakeholders to produce better process outcomes.
• Communicate effectively with clients, team members, management and internal stakeholders.
• Adhere to, the regulatory framework governing client accounts and retail trading environment set out by ASIC.

To succeed in this role, you bring:

• Degree in Finance, Business, or relevant fields.
• Knowledge of derivatives trading (FX/CFDs/MT4&5) or shares trading is highly preferred.
• RG146 holder or CFA level 1 is highly preferred.
• Strong project management, multitasking and decision-making skills.
• Excellent written and verbal communication skills.
• A genuine interest in financial markets.
• Humility to learn and grow within an organisation.
• Resilience to change and passion to drive improvements.
• Ability to work independently and within a team.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Sales, and Consulting

• Industries

  Financial Services, Investment Management, and Investment Advice

Referrals increase your chances of interviewing at Vantage by 2x

Sign in to set job alerts for “Relationship Manager” roles.

National Account Manager (Coles) (Sydney CBD/Hybrid)

Sydney, New South Wales, Australia 2 days ago

Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 2 days ago

Relationship Manager-Corporate and Institutional Banking

Account Executive, Funded Startups, APAC

Account Executive, Accelerated Growth, Google Customer Solutions

Sydney, New South Wales, Australia 6 days ago

Sydney, New South Wales, Australia 3 days ago

Account Executive - Expression of Interest

Sydney, New South Wales, Australia 2 days ago

Account Executive - Content and Commerce

Sydney, New South Wales, Australia 2 weeks ago

Client Relationship Manager, Private Wealth Sales, Melbourne

Sydney, New South Wales, Australia 2 months ago

Sydney, New South Wales, Australia 2 months ago

Mascot, New South Wales, Australia 6 days ago

Sydney, New South Wales, Australia 3 weeks ago

Assistant Vice President / Senior Associate, Relationship Manager (Telecoms, Media & Techgy), Institutional Banking Group, DBS Australia (Sydney)

Sydney, New South Wales, Australia 1 month ago

Sydney, New South Wales, Australia 5 days ago

Sydney, New South Wales, Australia 10 hours ago

Assistant Director - Relationship Manager (Non-FI)

Sydney, New South Wales, Australia 1 month ago

Account Executive - Mid Market Acquisition Uber Eats

Sydney, New South Wales, Australia 12 hours ago

Mid-Market Account Executive, Uber for Business

Sydney, New South Wales, Australia 6 days ago

Account Executive, Platforms (New Business)

North Sydney, New South Wales, Australia 2 days ago

Sydney, New South Wales, Australia 6 days ago

Director - Relationship Manager (Australia Tier 1 Banks And Financial Institutions)

Sydney, New South Wales, Australia 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr