At a Glance
- Tasks: Manage client portfolios and implement strategies to boost engagement and retention.
- Company: Dynamic Forex/CFD brokerage in the heart of London.
- Benefits: Competitive salary, vibrant work culture, and opportunities for professional growth.
- Other info: Collaborative team with a focus on client satisfaction and career advancement.
- Why this job: Join a fast-paced environment and make a real difference in client relationships.
- Qualifications: 3+ years in Forex/CFD retention and native-level English fluency.
The predicted salary is between 35000 - 45000 £ per year.
Location: London, United Kingdom
Responsibilities:
- Manage a portfolio of active clients and implement retention strategies to increase engagement and activity.
- Conduct outbound calls to reactivate dormant clients and prevent churn through consultative communication.
- Support clients with platform usage, onboarding, and trading journey guidance (without providing financial advice).
- Identify churn risk signals and execute save-offers and retention campaigns within approved policies.
- Drive KPIs such as reactivation rate, churn reduction, active traders, deposit continuity, and client satisfaction.
- Maintain accurate records of all interactions in the CRM and follow internal workflows.
- Collaborate with Compliance, Dealing, KYC, and Customer Support to ensure smooth client experience.
- Escalate complaints, technical issues, or operational blockers quickly and professionally.
Requirements (Must-Have):
- Minimum 3 years' experience in Forex/CFD retention (brokerage environment).
- Native-level English with clear British or American accent (verbal fluency is essential).
- Strong understanding of Forex/CFD products, trading terminology, and client lifecycle dynamics.
- Proven ability to handle objections, de-escalate issues, and build long-term client trust.
- Comfortable with high-volume calls and performance-driven environments.
- Strong CRM discipline and reporting accuracy.
Preferred (Nice-to-Have):
- Experience in regulated environments and familiarity with compliance boundaries (no advice, no guarantees).
- Additional languages (Arabic, Russian, French, Spanish, Italian) is a plus.
- Experience with platforms/tools like MT4/MT5, CRM systems, VoIP dialers, and ticketing tools.
Retention Agent (Forex/CFD) — English Native (British or American Accent) in London employer: DB Financial
As a leading player in the Forex/CFD market, our company offers an exceptional work environment in the heart of London, where innovation meets collaboration. We pride ourselves on fostering a dynamic culture that prioritises employee growth through continuous training and development opportunities, alongside competitive benefits that enhance work-life balance. Join us to be part of a team that values your contributions and supports your career aspirations in a fast-paced, rewarding industry.
StudySmarter Expert Advice🤫
We think this is how you could land Retention Agent (Forex/CFD) — English Native (British or American Accent) in London
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! You’ll want to be able to clearly articulate your experience in Forex/CFD retention and how it aligns with their needs. Role-play with a friend or in front of a mirror to boost your confidence.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After interviews or networking chats, send a quick thank-you note. It shows your enthusiasm and keeps you fresh in their minds as they make decisions.
We think you need these skills to ace Retention Agent (Forex/CFD) — English Native (British or American Accent) in London
Some tips for your application 🫡
Show Your Experience:Make sure to highlight your 3+ years in Forex/CFD retention. We want to see how you've managed client portfolios and implemented successful strategies. Use specific examples to demonstrate your skills!
Speak Our Language:Since we're looking for native-level English speakers, ensure your application reflects that. Use clear, professional language and avoid jargon unless it's relevant to the Forex/CFD world. We want to hear your voice!
Be Client-Focused:In your application, emphasise your ability to build long-term trust with clients. Share stories about how you've handled objections or de-escalated issues. We love seeing candidates who put clients first!
Apply Through Our Website:Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at DB Financial
✨Know Your Stuff
Make sure you brush up on your Forex and CFD knowledge. Understand the products, trading terminology, and client lifecycle dynamics. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Practice Your Accent
Since a clear British or American accent is essential, practice speaking in a way that highlights your fluency. You could even record yourself or have a friend listen to ensure your communication is smooth and professional.
✨Showcase Your Experience
Be ready to discuss your previous experience in retention roles. Prepare specific examples of how you've handled objections, de-escalated issues, and built trust with clients. This will demonstrate your capability to manage a portfolio effectively.
✨Familiarise with CRM Tools
Since maintaining accurate records in a CRM is crucial, make sure you're comfortable discussing any CRM systems you've used before. If you have experience with tools like MT4/MT5 or VoIP dialers, highlight that too!
