Account Executive

Trade Nation

. Identify and develop Own Sourced clients in accordance with company onboarding procedures .

Posted 10/2/2026full-timeLondon • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and business development within the retail derivatives industry, with a strong focus on compliance and service excellence. Proven ability to meet sales targets and effectively utilize CRM tools to enhance client engagement.

Highest-signal resume keywords

Retail Derivatives ExperienceSales Target AchievementClient Relationship ManagementSpread Betting KnowledgeCRM Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retail DerivativesSales ExperienceSpread BettingCFDsKPI Management

Soft Skills

Self-MotivatedPositive AttitudeRelationship BuildingService Orientation

Tools & Technologies

CRM SoftwareHubSpot

Industry Keywords

Compliance PoliciesBusiness DevelopmentOnboarding ProceduresClient Service StandardsMarketing Channels

About the role

Key responsibilities & impact

Identify and develop Own Sourced clients in accordance with company onboarding procedures
Identify, open and manage Partners
Meet specific KPIs in servicing a cohort of House Clients
Build strong relationships with Clients and Partners
Provide a high standard of service to clients and partners
Engage with and support First Time Traded clients to ensure a positive onboarding and trading experience
Build relationships with clients and partners in line with the Company’s hospitality and compliance policies
Support business development through approved marketing and social media channels
Coordinate and work with internal and external stakeholders
Provide reports for management and key Partners
Adhere to all relevant regulatory and compliance rules
Undertake additional duties reasonably consistent with the nature and seniority of the role as business needs evolve

Requirements

What you’ll need

3+ years’ experience in the retail derivatives industry
5+ years of sales experience
Proven experience of regular targets being met
In depth understanding of spread betting and CFDs
Committed to delivering the highest possible service to clients
Positive, self-motivated, KPI driven, and able to manage personal workload
Experience with CRM use, preferably HubSpot

Benefits

Comp & perks

Competitive salary, and discretionary annual bonus.
Private healthcare.
Active Lifestyle allowance.
Annual leave above minimum entitlement.
Up to 3 weeks allowance to work in any location.