At a Glance
- Tasks: Manage client relationships and guide them through their trading journey with expert support.
- Company: Join Eightcap, a dynamic online trading provider with a global presence.
- Benefits: Enjoy 26 days annual leave, health insurance, and career development opportunities.
- Other info: Be part of a collaborative team culture with regular social activities.
- Why this job: Make a real impact by helping clients succeed in the exciting world of trading.
- Qualifications: Bilingual in German, Italian, Spanish, or Portuguese; sales experience in financial services preferred.
The predicted salary is between 29700 - 36300 £ per year.
Eightcap is a dynamic online trading provider, focused on the sale and delivery of exceptional trading tools and professional insights to enable smarter trading, with a commitment to excellence and a passion for delivering trading technology to active clients.
The company is headquartered in Melbourne, Australia, and has offices in the United Kingdom, Cyprus, Bulgaria, the Bahamas, and the Seychelles.
As a pivotal component of Eightcap, our Client Relationship team takes pride in serving as the first point of contact for new clients, guiding them through their trading journey with expertise and technical assistance.
The primary objective of the Client Relationship Manager role is to assist retail clients through the full sales journey from application to active trading, whilst also identifying and engaging new opportunities to contribute to overall business growth.
This position plays a key role in enhancing client satisfaction, driving retention, and reinforcing Eightcap’s reputation as a leading online trading business.
Through strategic relationship management and proactive support, the role contributes to the company’s growth and long‑term success.
Responsibilities
- Manage the full retail sales cycle from first application to active trader.
- Help new retail clients complete the account onboarding process.
- Build high‑value long‑term relationships with retail clients through first‑class support and service.
- Help clients with account management best practice and platform functionality.
- Stay informed about financial markets trends, and the CFD and FX landscape.
- Communicate with existing and prospective clients regarding Eightcap's products and services.
- Assist clients to resolve any issues and ensure high client satisfaction is achieved and maintained.
- Keep accurate and up‑to‑date records of client interaction in Salesforce CRM.
- Consistently meet and achieve individual and team performance KPIs.
- Work closely with Compliance to ensure regulatory obligations are met.
Requirements
- Can speak either German, Italian, Spanish or Portuguese.
- Bachelor's degree in a relevant field, or at least 2 years’ experience in a B2C sales role in financial services, preferably with a CFD and/or Forex broker.
- Knowledge and understanding of financial markets, with an ability to discuss complex subjects in simple terms.
- A good understanding of the Contracts For Difference/Forex industry and platforms.
- Excellent skills in rapport building and maintaining long‑term relationships.
- A strong passion to work with retail clients in a professional manner, and provide outstanding customer service.
- High attention to detail, with an ability to meet and maintain regulatory compliance standards.
- Thrive in a target‑driven, fast‑paced environment, and be able to consistently meet and exceed KPIs.
- Possess a can‑do attitude and be willing to contribute to team success.
Benefits
- 26 days annual leave (plus bank holidays).
- Aviva workplace pension.
- Vitality private health insurance.
- Ongoing investment in your career development.
- Parental leave.
- Staff referral bonus program.
- Collaborative team culture.
- Being part of exciting new projects for the company.
- Regular social activities.
Are you interested in this opportunity but don’t meet every requirement?
Eightcap endeavors to create an inclusive and diverse workforce by offering an opportunity for the right people and so we encourage you to apply.
We respectfully ask that no recruiters contact anyone at Eightcap regarding this role.
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Client Relationship Manager - Bilingual employer: EightCap
Eightcap is an excellent employer that prioritises client satisfaction and employee development within the dynamic online trading sector. With a strong focus on building lasting relationships and a supportive work culture, employees are encouraged to grow their skills and advance their careers while contributing to the company's reputation as a leading CFD broker in the UK market. The use of innovative tools like Salesforce enhances productivity and ensures a rewarding work environment for all team members.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager - Bilingual
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like EightCap. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from EightCap.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like EightCap. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Relationship Manager - Bilingual
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in EightCap and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show EightCap how you can be a team player!
How to prepare for a job interview at EightCap
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with EightCap.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with EightCap's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
