Account Manager
At a glance
Mid-level Account Management role at Eightcap. Melbourne · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Help bring in business and wholesale trading clients, then build relationships that support ongoing trading
- Take new business clients through onboarding and compliance checks so they can start trading correctly
- Explain forex, indices, commodities, equity derivatives, and platform tools in clear terms clients can use
- Work toward individual and team revenue goals, identify cross-sell openings, and flag new products
- Support clients by email, phone, and chat while keeping CRM records and follow-ups current
What you bring
- A finance, business, economics, or related degree, or at least three years in financial services or sales
- Strong spoken and written English, with confidence communicating clearly
- RG146 compliance, or willingness to complete the certification
- A track record of performing under pressure against targets
Who this fits
This suits someone who enjoys building long-term client relationships and pursuing acquisition and revenue goals. You'll work onsite in Melbourne and handle compliance-sensitive client interactions under ASIC guidelines. The role supports the sales team and serves business and wholesale trading clients.
From the employer
Eightcap operates at the intersection of cutting-edge technology and global financial markets. Headquartered in Melbourne with a global footprint spanning the UK, Cyprus, and Bulgaria, we build the high-performance infrastructure that connects the world to CFD markets - reliably, securely and with precision.
We're after someone with a genuine curiosity about markets and an instinct for spotting opportunity, someone who sees a client relationship as a long game, not a single transaction. In this role you'll own the acquisition and growth of our wholesale and business trading client base, turning first conversations into lasting, high value partnerships.
To drive real impact in this role, you will:
- Grow the Client Base: Support the sales team in acquiring and managing business and wholesale trading clients, building relationships that drive real trading activity.
- Onboard with Precision: Guide new business clients through onboarding and compliance verification, getting them trading quickly and correctly.
- Stay Market Sharp: Keep your knowledge of forex, indices, commodities and equity derivatives current, and translate our trading platforms and tools into clear value for clients.
- Chase the Numbers: Work towards and beyond individual and team KPIs and revenue targets, spotting cross-sell opportunities and flagging new products along the way.
- Deliver Standout Support: Provide fast, professional client support across email, phone and chat, keeping CRM records accurate and follow-ups on track.
- Keep It Compliant: Ensure every interaction adheres to ASIC regulatory guidelines and internal compliance procedures.
Requirements
What You'll Bring:
- A bachelor's degree in finance, business, economics or a related field, or at least 3 years in financial services or sales
- Strong communication skills in English, written and verbal
- RG146 compliance or willingness to complete certification
- A proven track record thriving in high-pressure, target-driven environments
- Sharp attention to detail and strong organisational skills
- A team-oriented mindset with the ability to work across multicultural teams
- Confidence with MS Office and CRM software, and comfort handling data and client records
- A highly motivated "hunter" mentality with a solutions-first approach to client needs
- Experience with wholesale or high net wealth clients in a brokerage or fintech setting is a strong bonus
- A passion for financial markets with a grounding in CFDs and margin trading is a bonus but not essential
Benefits
What's it like to work at Eightcap?
We have built a performance-driven environment where you're given the autonomy to drive change and the accountability to own the results. We provide a space for the ambitious, adaptable and collaborative to deliver outcomes that fuel our success while building the skills and experience that defines a career.
We also support you through:
- Ongoing investment in your career development, including technical and professional training.
- Wellness and lifestyle perks, such as monthly corporate massages.
- Drinks every Friday.
- Parental leave entitlements.
- Staff referral bonus programme.
- Annual flu vaccinations.
- Purchased leave.
- Novated leasing options for vehicle financing and management.
- A great CBD location with easy access to public transport.
- A multicultural, collaborative and supportive team culture.
- Being part of exciting new projects for the company.
- Regular social activities.
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