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Client Relationship Manager

Vantage
10 Aug 2025Sydney, New South Wales, 2000Full Time100.000 - 125.000Sales
Vantage Sydney, New South Wales, Australia Client Relationship Manager Vantage Sydney, New South Wales, Australia Direct message the job poster from Vantage Strategic Talent Acquisition Expert | Empowering Career Growth with Empathy & Expertise Join our team in Sydney or Melbourne as a Client Relationship Manager. Company Description Vantage is a global multi-asset brokerage firm based in Sydney, licensed by the Australian Securities and Investments Commission (ASIC). We offer trading opportunities in CFDs for Forex, Commodities, Indices, Shares, and Cryptocurrencies. Our commitment is to provide a robust trading environment, complemented by a fast and user-friendly trading platform, enabling our clients to capitalize on trading opportunities efficiently. We are seeking a highly skilled and experienced Client Relationship Professional to foster and enhance strategic relationships with our most engaged and high-net-worth clients. Key responsibilities : Positioned as a direct point of contact for ‘Funded/Traded’ account holders the lifetime of their account. Ensure allocated clients are introduced to Vantage’s Products and Services, contacted regularly and, managed appropriately the life time of their account. Engage clients through outbound calls/emails. Ensure disputes and queries from clients are addressed, resolved and/or escalated in a timely manner. Adopt a proactive approach to grow client base through networking and referrals. Actively pursue and follow up on client referrals and partnership opportunities. Acclimate clients to Vantage’s trade technology and core trading functionality. Acclimate clients to Vantage’s tradable product offering and relevant specifications. Assist with various administrative functions including deposits, withdrawals, adjusting leverage etc. Educate clients on price trends, market concepts and trade strategy, especially risk management practices. Provide general advice on key market concepts including price trends, technical and fundamental strategy, risk management practices. Attend and support virtual and in person client appreciate and social events, industry events and workshops. Collaborate with internal stakeholders to produce better process outcomes. Communicate effectively with clients, team members, management and internal stakeholders. Adhere to, the regulatory framework governing client accounts and retail trading environment set out by ASIC. To succeed in this role, you bring: Degree in Finance, Business, or relevant fields. Knowledge of derivatives trading (FX/CFDs/MT4&5) or shares trading is highly preferred. RG146 holder or CFA level 1 is highly preferred. Strong project management, multitasking and decision-making skills. Excellent written and verbal communication skills. A genuine interest in financial markets. Humility to learn and grow within an organisation. Resilience to change and passion to drive improvements. Ability to work independently and within a team. Candidates fluent in both English and Mandarin are preferred. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Business Development, Sales, and Consulting Industries Financial Services, Investment Management, and Investment Advice Referrals increase your chances of interviewing at Vantage by 2x Get notified about new Relationship Manager jobs in Sydney, New South Wales, Australia . Sydney, New South Wales, Australia 2 days ago Sydney, New South Wales, Australia 6 days ago Sydney, New South Wales, Australia 2 weeks ago Sydney, New South Wales, Australia 2 weeks ago Sydney, New South Wales, Australia 2 weeks ago Sydney, New South Wales, Australia 2 weeks ago Haymarket, New South Wales, Australia 1 day ago Sydney, New South Wales, Australia 3 days ago Millers Point, New South Wales, Australia 1 week ago Chatswood, New South Wales, Australia 2 days ago Chatswood, New South Wales, Australia 3 days ago Sydney, New South Wales, Australia 2 weeks ago Relationship Manager (Consumer Lending) @ fintech Sydney, New South Wales, Australia 4 days ago Chatswood, New South Wales, Australia 3 days ago Client Engagement & Relationship Manager Sydney, New South Wales, Australia 4 days ago Relationship Manager / Customer Service / Sales Chatswood, New South Wales, Australia 2 weeks ago Sydney, New South Wales, Australia 9 hours ago Mascot, New South Wales, Australia 3 weeks ago Sydney, New South Wales, Australia A$200,000.00-A$250,000.00 2 weeks ago Parramatta, New South Wales, Australia 1 week ago Associate Mid-Market Account Executive Sub 100 Sydney, New South Wales, Australia 2 days ago Parramatta, New South Wales, Australia 2 days ago Sydney, New South Wales, Australia 6 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. J-18808-Ljbffr

Date10 Aug 2025

Location Sydney, New South Wales, 2000

type Full Time

Salary 100.000 - 125.000

Sales

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