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About the Role
Trade Nation is seeking a Premium Client Manager (PCM) to cultivate and sustain robust client relationships. This position involves identifying, developing, and managing Own Sourced (OS) Clients and Affiliated Clients, while ensuring exceptional service for Trade Nation’s key House Clients.
Responsibilities
- Identify and introduce potential Own-Sourced (OS) clients in accordance with the firm's client onboarding and compliance procedures.
- Identify, open, and manage Partners.
- Meet specific KPIs in servicing a cohort of House Clients.
- Build strong relationships with high-value Clients and Partners.
- Provide quality Client and Partner service.
- Build and maintain relationships with clients and partners in line with the firm’s regulatory obligations, hospitality and financial promotions.
- Support business development through approved social media and marketing channels in accordance with internal marketing and financial promotion policies.
- Coordinate and work with internal and external stakeholders.
- Work closely with the Country Head to help drive acquisition and retention.
- Provide reports for management and key Partners.
- Comply with all applicable regulatory obligations, and the firm’s internal compliance policies.
Requirements
- 5+ years’ experience in the retail derivatives industry
- 8+ years of sales experience
- Proven experience of regular targets being met
- In depth understanding of spread betting and CFDs
- Committed to delivering the highest possible service to clients
- Positive, self-motivated, KPI driven, and able to manage personal workload
- Experience with CRM use, preferably HubSpot
About the Company
- Trade Nation is looking for a Premium Client Manager (PCM) to build, develop, and maintain strong client relationships.