Forex CFD Account Manager

xtradeAU Pty Ltd

Overview of the position

The Account Manager is responsible for managing ongoing client relationships. They are tasked with building long-term relationships with clients and providing education, support and general guidance. Their objective is to facilitate clients when using the Xtrade platform. The account manager endeavors to provide the client with the relevant education and support to navigate challenges within the platform or market, all whilst working within the guidelines set by our regulator, ASIC.

XtradeAU now has exciting opportunities for reliable, ambitious and self motivated account managers to be part of our team. If you are truly passionate for sales or finance, this role could be for you


  • Manage a portfolio of accounts to achieve long-term success
  • Develop positive relationships with clients
  • Act as the point of contact and handle customers’ individual needs
  • Resolve conflicts and provide solutions to customers in a timely manner
  • Report on the status of accounts and transactions to Operations Manager
  • Meet Monthly Targets

Skills & Experience

  • RG-146Foreign Exchange and Derivatives (General Advice) desirable; but not necessary as we will provide it
  • Experience working as an Account manager or similar role in the finance industry.
  • Committed to providing exceptional customer service across all channels – written, and phone
  • Ability to communicate clearly and concisely, varying communication style depending upon the audience.
  • Excellent attention to detail and written skills when communicating with others, both internally and externally.
  • Ability to apply knowledge in a practical, commercial manner.
  • Willingness to assist, support and learn from others within the team.
  • Time management/organisation
  • Ability to work under pressure


  • A competitive salary (negotiable salary based on experience)
  • Supportive and collaborative culture
  • Sydney location
  • Convenient location close to public transport
  • Comprehensive training and mentoring
  • Ongoing support and cooperation from the team

Job Type: Full-time


  • Employee mentoring program


  • 8 hour shift

Ability to commute/relocate:

  • Bondi Junction, NSW 2022: Reliably commute or planning to relocate before starting work (Required)


  • Relationship management (Preferred)

Work Authorisation:

  • Australia (Required)

Work Location: One location

Expected Start Date: 03/04/2023

Shift work

If you require alternative methods of application or screening, you must approach xtradeAU Pty Ltd directly to request this, as we're not responsible for the employer's application process.

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