Institutional Relationship Manager

CMC Markets

You will be responsible for the development, direction, and retention of institutional clients, ensuring that CMC s systems, processes, and product offering are aligned with partner needs. From providing day-to-day support and resolving technical queries, through to driving business development initiatives, overseeing new client launches, and identifying cross-selling opportunities, you will be central to strengthening CMC s position as a premium provider in the market.

ROLE AND 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 (IB WL)

• 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

• Proven Business Development/Relationship Management experience.

• Financial markets experience; knowledge and understanding of foreign exchange, CFDs, with additional knowledge of spread betting, shares dealing being an advantage

• MT4 and MT5 knowledge

• Able to work confidently to performance targets

• Strong communication skills (verbal and written) in both English and relevant regional language, with ability to liaise effectively at all levels

• Self-motivated and driven; able to act on own initiative

• Strong team player; able to assist, support and develop colleagues

• Professional approach and presentable appearance at all times

Desirable criteria

• Proven sales track record in a financial sales environment

• Analytical abilities to collate and report relevant facts and figures

• Knowledge of, and a strong network in, specific industry segment and region

• Knowledge of automated trading solutions and API connectivity