Premium Client Account Lead

If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow yourself personally and professionally with a company that’s growing with you, by global expansion and product offering.

Your expertise in financial markets will take centre stage in this dynamic role where you'll shape the trading experience for New Zealand's most sophisticated investors. As our Premium Client Account Lead, you'll work directly with high-net-worth clients and institutional traders, using your market knowledge to guide their investment decisions while building your reputation as a trusted adviser in the derivatives space.

Why you'll like working here

Just some of the reasons you’ll love working here include:

• Leave benefits: Accrue 5 additional annual leave entitlements each year called My Days, as well as enjoying 5 extra annual leave days once you pass 12 months. Enjoy your birthday off to spend time with family and friends, on us! Utilise a free annual charity day to give back to your community.

• $0 Trades: Staff & family trading accounts with CMC Markets Invest have access to the best brokerage rates in the market - $0 trades for all domestic and international equity orders!

• Continuous learning: Our L&D offering covers both technical and performance training, ensuring you're always learning new skills.

• Unlimited access to a dedicated benefits & wellbeing hub where you can save money through various retailer discounts, and make use of a variety of resources that will enhance your physical and mental wellbeing.

• Collaboration: We believe that great things happen when smart people work together, that’s why we’ve made the decision to work five days in the office.

• Office perks: Help yourself to free breakfast cereals, condiments, and coffee to fuel your workday. Our culture club provides opportunities for everyone whether you’re into fitness, pizza making classes, socialising or bringing out your competitive side in trivia or lawn bowls!

What you’ll be working on

In this role, you'll take the lead on growing a portfolio of high-net-worth and professional trading clients across New Zealand, identifying new market opportunities, deepening existing relationships, and bringing in new ones. Day to day, you'll be executing trades, delivering sharp market insights, and handling sophisticated client queries that keep even the most experienced traders on their toes. You'll also be the face of the business at premium client seminars, workshops, and tailored educational events, where your ability to translate complex market dynamics into compelling narratives will set you apart.

If you thrive on building meaningful client relationships and working at the sharp end of financial markets, this is a role where you'll do your best work.

What will help you be successful?

You don't need a specific background to thrive here, but you do need to love the markets. Whether you've traded yourself or simply can't stop following global economic trends, that genuine passion will resonate with clients and set the tone for every conversation. You understand instinctively what a client is feeling, you know when to add value and when to listen, and you're disciplined in how you manage your pipeline: timely follow-ups, well-nurtured relationships, and a structured approach that keeps nothing, slipping through the cracks.

Most importantly, your clients feel genuinely looked after. If you've built a career in sales or business development on a foundation of authenticity, trust, and going the extra mile, you'll feel right at home here.

The things we live by

CMC Markets is powered by our people. We are an equal opportunities employer and are committed to creating a diverse and inclusive workplace, where our people feel confident to be themselves, feel valued and are able to do their best work. We don’t just value differences and unique perspectives, we seek them out and we invite them in, because we know it will lead to better outcomes for everyone.

Click on the link to find out more about the things we live by at CMC Markets CMC Markets - Culture Video  

We’re always on the lookout for great people, so even if you don’t feel you are a 100% fit, apply with your up-to-date CV and we’ll consider you for this role and any other suitable opportunities across the business. 

We look forward to hearing from you! 

Please be vigilant when applying for jobs online. CMC Markets will never request personal identification details, such as Date of Birth or Tax File Number prior to an offer being made. If your initial application is successful, regardless of whether you've applied directly or through an approved recruiter, you will always liaise with a representative from CMC's Talent Acquisition team. We will only discuss a role you have formally applied for via phone or email (CMC Markets email address); and never via Facebook or Telegram.