At a Glance
- Tasks: Engage clients and implement strategies to keep them active and satisfied.
- Company: Dynamic Forex/CFD brokerage in the heart of London.
- Benefits: Competitive salary, vibrant work culture, and opportunities for growth.
- Other info: Fast-paced environment with a focus on client satisfaction and teamwork.
- Why this job: Make a real difference by helping clients navigate their trading journey.
- Qualifications: 3+ years in Forex/CFD retention and native-level English fluency.
The predicted salary is between 35000 - 45000 £ per year.
Posted: 03.06.2026
Job reference: d003a6ce54bd2e7a8d44703d4ae5c034
Location: London, United Kingdom
Listing type: Basic
EU work permit required: No
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) employer: DB Financial
As a leading player in the Forex/CFD market, our London-based company offers an exceptional work environment that prioritises employee growth and development. We foster a collaborative culture where your contributions are valued, and you will have access to comprehensive training and career advancement opportunities. Join us to be part of a dynamic team that is committed to client success and innovation in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Retention Agent (Forex/CFD) — English Native (British or American Accent)
✨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. A confident delivery can make all the difference during those crucial calls.
✨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 potentially a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After any interaction, send a quick thank-you note or message. It shows your enthusiasm and keeps you fresh in their minds as they make their hiring decisions.
We think you need these skills to ace Retention Agent (Forex/CFD) — English Native (British or American Accent)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Retention Agent role. Highlight your experience in Forex/CFD retention and any relevant achievements. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about client retention and how your skills align with our needs. Keep it engaging and personal, just like we do at StudySmarter.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application reflects your communication skills. Use clear and concise language, and don’t forget to show off that British or American accent in your writing style!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy!
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 Pitch
Since you'll be making outbound calls, practice your communication skills. Focus on clarity and tone, especially if you have a British or American accent. Role-play with a friend to simulate real interview scenarios and get comfortable handling objections.
✨Show Your CRM Savvy
Familiarise yourself with CRM systems and how to maintain accurate records. Be ready to discuss your experience with CRM discipline and reporting accuracy, as this is crucial for managing client interactions effectively.
✨Demonstrate Problem-Solving Skills
Prepare examples of how you've handled difficult situations in the past. Highlight your ability to de-escalate issues and build trust with clients. This will showcase your consultative communication style and your readiness to tackle challenges head-on.
