Build, acquire, and manage client and partner portfolios within the retail derivatives industry. The role serves premium and house clients, supports onboarding and first-time trading experiences, meets sales and service KPIs, develops business through approved marketing channels, coordinates stakeholders, prepares reports, and follows regulatory and compliance requirements.
Trade Nation is looking for a Premium Account Executive (PAE) to build, develop, and maintain strong client relationships. In this role, you will be responsible for identifying, acquiring, and managing your own portfolio of Own Sourced (OS) Clients and Affiliated Clients, while delivering an exceptional level of service to one of Trade Nation’s most valuable client groups, our House Clients.
Key responsibilities:
- Identify and develop Own Sourced clients in accordance with company onboarding procedures;
- Identify, open and manage Partners;
- Meet specific KPIs in servicing a cohort of House Clients;
- Build strong relationships with Clients and Partners;
- Provide a high standard of service to clients and partners;
- Engage with and support First Time Traded (FTT) clients to ensure a positive onboarding and trading experience;
- Build relationships with clients and partners in line with the Company’s hospitality and compliance policies;
- Support business development through approved marketing and social media channels;
- Coordinate and work with internal and external stakeholders;
- Provide reports for management and key Partners;
- Adhere to all relevant regulatory and compliance rules; and
- The responsibilities listed above are not exhaustive and may evolve in line with business needs. The role holder may be required to undertake additional duties reasonably consistent with the nature and seniority of the role.
Requirements
Key Skills:
- 3+ years’ experience in the retail derivatives industry
- 5+ 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
Benefits
- Competitive salary, and discretionary annual bonus.
- Private healthcare.
- Active Lifestyle allowance.
- Annual leave above minimum entitlement.
- Up to 3 weeks allowance to work in any location.
Trade Nation London, England Office
14 Bonhill Street, London, United Kingdom, EC2A 4BX
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