Pepperstone

Premium Client Manager

Pepperstone

full-time

Posted on:

Location Type: Remote

Location: Mexico

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About the role

  • Developing and nurturing relationships with premium clients through multiple channels to support continued trading activity.
  • Using industry networks and external channels to deepen relationships and drive referrals and funding.
  • Securing and onboarding premium clients by demonstrating differentiated market knowledge, client experience, and service excellence.
  • Achieving sales and retention targets.
  • Acting as a trusted adviser, providing general advice on markets, trading strategies, risk management, and key market events.
  • Sharing market analysis and trade opportunities to maintain client engagement.
  • Planning and executing client events, including premium quarterly events from conferences to luxury and sporting experiences.
  • Collaborating cross‑functionally with marketing, operations, risk, and development teams to support client needs and internal projects.
  • Meeting clients in person and representing Pepperstone at premium events across LATAM.

Requirements

  • Minimum 3 years of experience in a similar role, ideally in a phone‑sales environment.
  • Previous experience as an account manager and/or managing high‑net‑worth clients.
  • Strong understanding of financial markets, investments, and trading strategies.
  • Experience using MetaTrader 4 and cTrader.
  • Bachelor’s degree in finance, business or similar (highly regarded).
  • Fluency in English plus a second language is highly regarded.
Benefits
  • Competitive salary structure including company bonus scheme
  • Genuine, collaborative and friendly culture
  • Flexible and hybrid working
  • Remote working option – work from anywhere for up to 6 weeks/year
  • Ongoing learning and development opportunities
  • Paid annual and sick leave
  • 3 paid volunteering days per year & Workplace Giving Program
  • Recognition and reward programs
  • Frequent events and celebrations
  • Employee Assistance Program & Wellbeing Initiatives
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial marketsinvestmentstrading strategiessalesclient onboardingmarket analysisrisk managementclient engagementevent planning
Soft Skills
relationship buildingcommunicationadvisorycollaborationclient service excellence
Certifications
Bachelor’s degree in financeBachelor’s degree in business