Trade Forex Online with OANDA using powerful analysis tools, tight spreads, and low commissions. Learn more about smarter forex trading with OANDA here. Backed by NEA.
About the role
Grow a book of HVCs: Develop a pipeline of High-Value Clients from prospective leads and convert existing clients to HVCs status Client retention: Identify and address client needs. Engage clients with the full suite of OANDA products while educating clients about the markets and leveraged trading.
What they're looking for
- Bachelor's degree, and at least 3-5 years of relevant sales experience in financial services and/or a highly regulated environment
- Proven industry experience
- Has or can obtain Series 3 & 34 licenses
- Proficiency in the use of MS Office, Google Suite, and experience in Salesforce would be an asset
- Passionate about Forex trading and enjoys discussing the financial markets
- Demonstrated desire and willingness to continue to upgrade skills and training with regards to financial markets
More about this role
Fancy helping to shape the future of FinTech?
We have always been innovators. In 1996 we were the first company to share exchange rate information, free of charge on the internet. Today, we are a world leading online trading group.
- Help build the future of online trading
- Be part of a culture driven by integrity and global impact
- Become part of an award-winning company - check out our full list of awards here
The Relationship Manager will be responsible for driving revenue by the onboarding, retaining and reactivation of High-Value Clients (HVC). This will involve not only providing exceptional service to our existing clients but developing and growing a book of top tier clients through referrals and reactivation of dormant accounts. The role requires candidates to build strong relationships with clients as well identifying opportunities to grow new business. A large part of these sales activities will take place over telephone calls and via emails to prospective and existing clients.
We work in a hybrid model - we'd love to meet you in the Chicago office 2 days per week.
Grow a book of HVCs: Develop a pipeline of High-Value Clients from prospective leads and convert existing...
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