At a Glance
- Tasks: Guide clients through their trading journey and build lasting relationships.
- Company: Join a dynamic online trading provider with a global presence.
- Benefits: Enjoy 26 days holiday, private health insurance, and career development.
- Why this job: Make an impact in the fast-paced world of trading while helping clients succeed.
- Qualifications: Fluent in English and Portuguese, with sales experience in financial services.
- Other info: Be part of a collaborative team culture with exciting projects and social activities.
The predicted salary is between 36000 - 60000 £ 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 UK, Cyprus, Bulgaria, 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 pro‐active 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
- Native speaker of English and Portuguese
- Living in the UK and able to attend the London office
- 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' holiday
- Aviva workplace pension
- Vitality private health insurance
- Ongoing investment in your career development
- Parental leave
- Staff referral bonus program
- Collaborative team culture
- Ongoing investment in your career development, including technical and professional training
- Being part of an exciting new project 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.
Client Relationship Manager - Portuguese Speaking in London employer: Eightcap
Contact Detail:
Eightcap Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager - Portuguese Speaking in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and trading sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your achievements in client relationship management. This will give you an edge when discussing your experience during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online platforms to refine your responses. Focus on how you can help clients and drive business growth, as this is key for the Client Relationship Manager role.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining us at Eightcap. It shows initiative and enthusiasm, which we value highly.
We think you need these skills to ace Client Relationship Manager - Portuguese Speaking in London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see your genuine interest in client relationships and trading. Share why you’re excited about joining Eightcap and how you can contribute to our team.
Tailor Your CV: Make sure your CV is tailored to the Client Relationship Manager role. Highlight your relevant experience in B2C sales and any knowledge of financial markets. We love seeing how your background aligns with what we do at Eightcap!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language to explain your skills and experiences. We appreciate a well-structured application that makes it easy for us to see why you’d be a great fit for our team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining Eightcap!
How to prepare for a job interview at Eightcap
✨Know Your Stuff
Make sure you brush up on your knowledge of financial markets, especially CFDs and Forex. Being able to discuss these topics confidently will show that you're not just a candidate, but someone who understands the industry and can engage with clients effectively.
✨Showcase Your People Skills
As a Client Relationship Manager, building rapport is key. Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you turned a challenging client interaction into a positive experience.
✨Be Ready for Role-Play
Expect some role-play scenarios during the interview. Practice how you would guide a new client through the onboarding process or resolve a common issue they might face. This will demonstrate your problem-solving skills and customer service approach.
✨Highlight Your Achievements
Come prepared with metrics or KPIs from your previous roles that showcase your success in sales or client management. Whether it’s exceeding targets or improving client satisfaction scores, quantifiable achievements can make a strong impression.