Account Manager

Crest Corporate; Cape Town; On-site; ZAR 750,000 - 1,083,000; Full time

Benefits offered by this job

Relocation Opportunity

1 Months Accommodation

€1000 allowance for 5 months

Visa

Flight included

Job summary

Crest Corporate, a leading CFD trading company, seeks a Retention Agent for its UK desk. You will manage high-value clients, drive deposits, and maximize retention through expert communication and strategy in a fast-paced environment.

You will work with company-provided leads, aiming to exceed retention and deposit targets while collaborating with sales and support teams. Relocation opportunities and international travel are offered.

Qualifications

• Minimum 1 year experience in Forex or Online Trading in Sales, Account Management, Retentions, or Business Development.
• Proven experience in managing high-value clients and driving significant deposit volumes.
• Demonstrate ability as a natural closer with being result driven, self-motivated, proactive, and target oriented.
• Strong knowledge of trading platforms, client psychology, and retention tools.
• Strong communication and interpersonal skills with a confident and persuasive approach.
• Analytical thinker with problem-solving skills and the ability to adapt to client needs.
• Resilient and adaptable in a fast-paced, high-performance environment.

Responsibilities

• Client Relationship Management: Maintain strong and long-lasting relationships with high-value clients by understanding their needs and providing effective solutions.
• Retention and Engagement: Drive client loyalty and satisfaction through consistent engagement and value-added upselling/cross-selling.
• Lead Management: Work with company-provided leads to maximize opportunities and grow client deposits.
• Trading Expertise: Guide and educate clients on trading opportunities using knowledge of Forex and platforms.
• Target Achievement: Meet and exceed retention and deposit targets for the desk.
• Communication: Conduct professional conversations in English to build trust and encourage deposits.
• Collaboration: Work with sales, support and management to maximize retention strategies.
• Market Awareness: Stay updated on market trends and competitive offerings.
• Performance Reporting: Track interactions, deposits, and metrics for management.
• Problem Solving: Address concerns and escalate when needed.

Skills

Relationship management

Retention strategies

Forex knowledge

Sales experience

Communication

CRM systems

Tools

CRM systems

Trading platforms

Job description

We are a leading CFD trading company, providing world-class trading solutions to clients globally. Our mission is to empower traders with advanced technology, education, and access to financial markets.

As a Retention Agent for UK desk, you will be responsible for managing client relationships within the UK market, focusing on client engagement, retention, and business development. This role requires individuals who can proactively build strong, long-term client relationships while maintaining a high level of professionalism and client satisfaction.

You will handle company-provided leads, manage high-value clients, and work to maximize deposit volumes through excellent communication, effective persuasion, and strategic retention efforts. While expanding the dynamic sales floor of our fast-growing team where every day brings new challenges, new targets and new opportunities to outperform. This position is ideal for proactive, results-driven professionals with experience in the Forex and online trading industry with ability to excel under pressure, thrive in fast paced environments and take pride in turning leads into long-term high-valued trading relationships.

Key Duties and Responsibilities, including but not limited to:

• Client Relationship Management: Maintain strong and long-lasting relationships with high-value clients by understanding their needs, handling objections, and providing effective solutions.

• Retention and Engagement: Drive client loyalty and satisfaction by ensuring consistent engagement, resolving concerns quickly, and providing added value to clients through upselling and cross-selling strategies.

• Lead Management: Work with company-provided leads (no personal client book required) to maximize opportunities and grow client deposits. Deliver on key performance metrics, including deposits and monthly trading volume.

• Trading Expertise: Utilize your knowledge of Forex, trading platforms, and client psychology to guide and educate clients on trading opportunities, ensuring they make informed decisions.

• Target Achievement: Consistently meet and exceed retention and deposit targets while contributing to the overall success of the retention desk team.

• Communication: Conduct professional, fluent, and persuasive conversations in English to build trust, encourage deposits, and ensure long-term client satisfaction. Encouraging regular trading activity.

• Collaboration: Work closely with sales, support, and management teams to maximize retention strategies, improve processes, and achieve business goals.

• Market Awareness: Stay up to date with financial market trends, competitor offerings, and industry developments to provide clients with relevant and timely insights.

• Performance Reporting: Accurately track client interactions, deposits, and performance metrics, preparing reports for management as required.

• Problem Solving: Address client concerns effectively, escalate issues when necessary, and collaborate with team members to resolve challenges promptly.

• Minimum 1 year experience in Forex or Online Trading in Sales, Account Management, Retentions, or Business Development.

• Proven experience in managing high-value clients and driving significant deposit volumes.

• Demonstrate ability as a natural closer with being result driven, self-motivated, proactive, and target oriented with the ability to perform under pressure with being passionate about client success.

• Strong knowledge of trading platforms, client psychology, and retention tools.

• Strong communication and interpersonal skills with a confident and persuasive approach with the ability to build trust and rapport with clients.

• Analytical thinker with problem-solving skills and the ability to adapt to client needs.

• Resilient and adaptable in a fast-paced, high-performance environment.

• Time management and organizational skills with strong attention to detail.

• Knowledge of CRM systems and sales tracking tools will be advantageous.

• Relocation Opportunity.
• Basic Salary and commission over and above.
• 1 Months Accommodation and €1000 allowance for 5 months.
• Visa.
• Flight included.