Relationship Manager

Posted 3 Days Ago
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Sydney, New South Wales
In-Office
Mid level
Financial Services
The Role
Manage and grow relationships with high-value retail and professional clients in APAC. Retain and reactivate clients using CRM automation, run face-to-face HVC events and educational webinars, collaborate with Sales and Onboarding, and drive initiatives to meet KPIs while improving processes.
Summary Generated by Built In

Everyone at OANDA is focused on our vision to transform how our customers can meet all their currency needs. We are revolutionising the world of currency trading by providing innovative trading experiences, currency data and analytics solutions. Dare to be open, bold, focused - own it and apply! The future is now! 

Join us and:

  • Boost your career in a FinTech company.

  • Guide the business and drive growth by putting our Customers at the heart of what we do.

  • Improve yourself and learn about FX and CFDs from the industries best.

  • Give yourself an opportunity to work with an attractive commission system.

How do we work?
 

As part of our global Relationship Management Team (Toronto - London - Warsaw - Singapore - Sydney), you'll play a key role within our APAC region, joining our dedicated 4-person team based in Sydney. In this role, you'll report directly to the Managing Director.  

We aren't just looking for a Relationship Manager - we're looking for a brand ambassador who is self-driven and obsessed with delivering the best client outcomes and experiences to our most valued Clients and Partners.

We'd love to meet you in the office from time to time with respect to your own commitments.

In this role, you will:

  • Build, manage and deepen new and existing relationships with a dedicated portfolio of OANDA’s Retail and Professional High-Value Clients (HVCs) and Potential HVCs.

  • Retain and reactivate Clients through proactive management, utilising OANDA's products and services and CRM systems automation.

  • Organize and lead elite face-to-face meetings and HVC events designed to nurture long-term loyalty.

  • Prepare educational events & materials (incl. webinars, market updates, seminars, educational videos, brochures).

  • Work closely with the Sales & Onboarding Teams to ensure a smooth on-boarding process for new Clients.

  • Identify initiatives to assist in achieving business goals, meet or exceed all assigned key performance indicators (KPIs) as well as add value to the team success.

  • Seek the most effective and efficient processes to get things done, with a focus on continuous improvement.

What skillset do you need to be successful in this role?

  • Min. 4-5 years in Relationship Management or Sales area.

  • Understanding that HVCs don't just trade 9-to-5; openness to engage in evening events and workshops to stay connected with your network.

  • Ability to embrace AI and new technologies to automate and streamline daily tasks.

  • A proactive approach to seeking efficiencies and continuous improvement in all workflows.

  • Business owner mindset and insatiable desire to upgrade your skills and stay at the forefront of the financial markets.

  • Willingness to lead a webinar and the grit to diffuse difficult situations professionally.

  • Positive attitude, flexible nature, ability to thrive in a fast-paced, constantly changing environment.

Nice to have:

  • Previous experience in Financial Services or Tech.

  • Professional knowledge of MS Office, and if you’ve mastered Salesforce, you’re already ahead of the curve!

OANDA Global Corporation is a diverse and global team with offices around the world. We value the unique skills and experiences each individual brings to OANDA. We are committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

Learn more about our culture here.

Review OANDA Privacy Policy and learn more about how we treat your personal data and protect your privacy. 

Top Skills

Ms Office,Salesforce,Crm Systems,Ai
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The Company
HQ: New York, NY
632 Employees
Year Founded: 1996

What We Do

Everyone at OANDA is focused on our vision to transform how our customers can meet all their currency needs.
From our roots in 1996 that provided free currency exchange information to launching a multi-award winning global FX and CFD trading business to our recent new venture of money transfer. OANDA is now a major global player.

Innovation has been at the heart of everything we do and our approach is to pioneer intuitive, user-friendly products supported by our great customer service ethos.

We’ve come a long way since our first data feed went live in 1996, and we still have so much more that we want to achieve.

Substantial funding has facilitated our exceptional growth. In 2007 we received $100M USD in Series B funding and in 2018 were acquired by CVC Capital Partners Asia Fund IV.

For more information, please visit oanda.com. You can follow us on Twitter, Facebook, or YouTube.

Leveraged trading is high risk and may not be suitable for everyone as your losses may exceed your investment.

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