Junior Relationship Manager - Toronto, Canada - OANDA

OANDA

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

OANDA is a global leader in online multi-asset trading services, currency data, corporate payments and FX services.
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.

Join us and:

Work on an awardwinning platform that processes billions of dollars every day.
Be on a team that's responsible for companywide top priority projects.
Deliver reliable software on an agile team striving for continuous integration, automated testing, and code reviews.
Contribute innovative ideas to improve the daily trading experience of thousands of customers.
Improve yourself and your team through education and continuous learning.

Responsibilities
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Grow a book of HVCs: Develop a pipeline of High-Value Clients (HVCs) from prospective leads and convert existing clients to HVCs status
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Client retention: Identify and address client needs. Engage clients with the full suite of OANDA products while educating clients about the markets and leveraged trading. Personalizing content to the clients individual trading style.
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Develop volume and AUM: Grow trading volume and assets under management for high-value clients and potential high-value clients
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Customer centric solutions for HVCs:Proactively engage in outbound client communications and manage inbound communications on product, market activity, regulatory and account related updates
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Achievement of KPIs: 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.
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Coordination with accounts team: Work closely with the new accounts department to ensure a smooth on-boarding process for new HVCs.
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Operational Compliance: Keep up to date with regulatory rules and training. Ensures all sales and service practices abide by outlined policies and code of conduct.

Qualifications

Bachelor degree, and at least 23 years of relevant sales experience in financial services and/or a highly regulated environment.

Proven industry experience.

Demonstrated desire and willingness to continue to upgrade skills and training with regards to financial markets.
Has or can obtain Series 3 & 34 licenses
Proficiency in the use of MS Office, experience in Salesforce would be an asset.
Passionate about Forex trading and enjoys discussing the financial markets.

Work Environment

Office and/or remote working environment
Ability to work flexible hours as required.

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.

Learn more about our culture here

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