Institutional Relationship Manager

at  CMC Markets

We are looking to hire an Institutional Relationship Manager to join the team.

Key Responsibilities:

• Responsible for strategic development and creative direction of key accounts in conjunction with the broker and within CMC Markets
• Have full knowledge of CMC Markets systems (IBs, WLs, Direct API, ST and Iress) and processes and refine and development where necessary
• Demonstrate clear creative judgement whilst generating initiatives and ideas to grow the partners business
• Be in a position to accurately forecast new business potential as well as budgetary and operational requirements for each Institutional partnership in your portfolio.
• Working with other team members and internal contacts to ensure marketing activity whether between partners or Institutions and CMC retail is not conflicting
• Proactively respond to and manage urgent inbound broker queries professionally and efficiently.
• Escalate unresolved issues to 2nd Line IT support, the dealing desk and manage issues to their full resolution.
• Ensure compliance with all regulatory and legislative procedures including anti-money laundering and data protection.
• Demonstrate knowledge of the clients business model and act as their brand guardian within CMC Markets
• Work with the relevant team where required to drive technological advancement to ensure CMC Markets maintains its position as a premium provider.
• Assist Sales Institutional with the acquisition of new business where required in the form of attending meetings and developing written client materials
• Responsibility for collating client requirements and dictating partner direction for new client launches and ensuring projects are delivered correctly and on-time.
• Identify cross selling and commercial opportunities in order to maximise revenue
• Demonstrate a clear and through understanding of the financial status of your accounts and interpret trends in Management Information.
• Develop and ensure client retention and educational activities are deployed in order to maximise retention rates across your client portfolio
• Ensure a positive approach to challenge and provide open and honest feedback
• Maintain personal/professional development to meet the changing demands of the role, including all relevant regulatory and legislative training
• When dealing with all customers, clients or colleagues ensure that we provide a clear, fair and consistent high quality service that presents a professional and positive image of CMC Markets
• Take all reasonable steps to ensure appropriate confidentiality
• Undertake such other duties, training and/or hours of work as may be reasonably required and which are consistent with the general level of responsibility of this role

KEY SKILLS AND EXPERIENCE

Essential criteria

• Strong numeric and analytical skills;
• Financial markets experience; knowledge and understanding of foreign exchange, CFDs, with additional knowledge of spread betting, shares dealing being an advantage.
• Able to work confidently to performance targets
• Confident verbal and written communicator with ability to liaise effectively at all levels
• Ability to remain calm, logical and measured when working under pressure;
• Self-motivated and driven; able to act on own initiative
• Strong team player; able to assist, support and develop colleagues
• Operates with integrity and a highly client centric mindset, with an ability to build and enhance strong and meaningful client relationships;
• Solid understanding of underlying markets and execution
• Good knowledge of Word and Excel
• Willingness to work shift hours (7:30-16:00, 9:30-18:00 and potentially 12:30-21:00)

Desirable criteria

• Analytical abilities to collate and report relevant facts and figures
• Experience in back office highly desirable, good understanding of operational factor involved related to CFD trading
• Knowledge of automated trading solutions and API connectivity

CMC Markets is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age

• Responsible for strategic development and creative direction of key accounts in conjunction with the broker and within CMC Markets
• Have full knowledge of CMC Markets systems (IBs, WLs, Direct API, ST and Iress) and processes and refine and development where necessary
• Demonstrate clear creative judgement whilst generating initiatives and ideas to grow the partners business
• Be in a position to accurately forecast new business potential as well as budgetary and operational requirements for each Institutional partnership in your portfolio.
• Working with other team members and internal contacts to ensure marketing activity whether between partners or Institutions and CMC retail is not conflicting
• Proactively respond to and manage urgent inbound broker queries professionally and efficiently.
• Escalate unresolved issues to 2nd Line IT support, the dealing desk and manage issues to their full resolution.
• Ensure compliance with all regulatory and legislative procedures including anti-money laundering and data protection.
• Demonstrate knowledge of the clients business model and act as their brand guardian within CMC Markets
• Work with the relevant team where required to drive technological advancement to ensure CMC Markets maintains its position as a premium provider.
• Assist Sales Institutional with the acquisition of new business where required in the form of attending meetings and developing written client materials
• Responsibility for collating client requirements and dictating partner direction for new client launches and ensuring projects are delivered correctly and on-time.
• Identify cross selling and commercial opportunities in order to maximise revenue
• Demonstrate a clear and through understanding of the financial status of your accounts and interpret trends in Management Information.
• Develop and ensure client retention and educational activities are deployed in order to maximise retention rates across your client portfolio
• Ensure a positive approach to challenge and provide open and honest feedback
• Maintain personal/professional development to meet the changing demands of the role, including all relevant regulatory and legislative training
• When dealing with all customers, clients or colleagues ensure that we provide a clear, fair and consistent high quality service that presents a professional and positive image of CMC Markets
• Take all reasonable steps to ensure appropriate confidentiality
• Undertake such other duties, training and/or hours of work as may be reasonably required and which are consistent with the general level of responsibility of this rol