Account Manager

Posted 25 Days Ago
Be an Early Applicant
Melbourne, Victoria, AUS
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Manage and grow wholesale and business trading clients by supporting acquisition, guiding onboarding and compliance verification, providing market and platform expertise, meeting sales and revenue targets, identifying cross-sell opportunities, and delivering responsive client support. Maintain accurate CRM records, ensure adherence to ASIC regulations, and build long-term partnerships across multicultural teams.
Summary Generated by Built In

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.

Account Manager: Expression of Interest!

We’re always on the lookout for exceptional people to join our Account Management team in Melbourne. If you see a client relationship as a long game, not a single transaction, we’d love to hear from you. We’re especially keen to meet those with CFD sales or account management experience and a genuine curiosity about markets.

In our Account Manager role you will have real impact through:

  • Growing the Client Base: Support the sales team in acquiring and managing business and wholesale trading clients, building relationships that drive real trading activity.
  • Onboarding with Precision: Guide new business clients through onboarding and compliance verification, getting them trading quickly and correctly.
  • Staying 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.
  • Chasing the Numbers: Work towards and beyond individual and team KPIs and revenue targets, spotting cross-sell opportunities and flagging new products along the way.
  • Delivering Standout Support: Provide fast, professional client support across email, phone and chat, keeping CRM records accurate and follow-ups on track.
  • Keeping 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

BenefitsWhat'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.

Skills Required

  • Bachelor’s degree in finance, business, economics, or a related field
  • At least 3 years of experience in financial services or sales
  • Strong written and verbal English communication skills
  • RG146 compliance certification or willingness to complete it
  • Proven success in high-pressure, target-driven environments
  • Strong attention to detail and organizational skills
  • Ability to work collaboratively across multicultural teams
  • Proficiency with MS Office and CRM software
  • Ability to handle data and client records
  • Motivated hunter mentality and solutions-first approach
  • Experience with wholesale or high-net-worth clients in a brokerage or fintech setting
  • Knowledge of financial markets, CFDs, and margin trading
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The Company
HQ: Melbourne, Victoria
264 Employees
Year Founded: 2009

What We Do

Based in Melbourne, we're engaging, educating and elevating traders, partners and exchanges through our portfolio of market-leading solutions. This account and content are not intended for UK residents or those within the European Economic Area.

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