Premium Client Manager

Trade Nation

. Identify and introduce potential Own-Sourced (OS) clients in accordance with the firm's client onboarding and compliance procedures .

Posted 10/2/2026full-timeLondon • United KingdomSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client acquisition and relationship management within the retail derivatives industry, with a strong focus on compliance and delivering exceptional service. Proficient in utilizing CRM tools to support business development and meet sales targets.

Highest-signal resume keywords

Retail Derivatives ExperienceSales ExperienceClient Relationship ManagementKPI AchievementCRM Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Spread BettingCFDsClient OnboardingCompliance ProceduresBusiness DevelopmentReportingTarget Achievement

Soft Skills

Self-MotivatedPositive AttitudeRelationship BuildingService Orientation

Tools & Technologies

HubSpot

Industry Keywords

Retail DerivativesFinancial PromotionsRegulatory ObligationsStakeholder Coordination

About the role

Key responsibilities & impact

Identify and introduce potential Own-Sourced (OS) clients in accordance with the firm's client onboarding and compliance procedures
Identify, open and manage Partners
Meet specific KPIs in servicing a cohort of House Clients
Build strong relationships with high-value Clients and Partners
Provide quality Client and Partner service
Build and maintain relationships with clients and partners in line with the firm’s regulatory obligations, hospitality and financial promotions
Support business development through approved social media and marketing channels in accordance with internal marketing and financial promotion policies
Coordinate and work with internal and external stakeholders
Work closely with the Country Head to help drive acquisition and retention
Provide reports for management and key Partners
Comply with all applicable regulatory obligations and the firm’s internal compliance policies
Undertake other duties reasonably consistent with the nature and level of the role as business needs evolve

Requirements

What you’ll need

5+ years’ experience in the retail derivatives industry
8+ 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