Client Executive Sales Trading

Description

Who are we?

The Perks

• Competitive salary

• Flexible Benefits Package on top of your salary (12%)

• Private medical cover for you and your family

• Life insurance

• Contribution to gym memberships

• 25 Days holiday, with 1 additional day off to celebrate your Birthday & 2 additional days off a year for voluntary work (28 in total

• The option to buy or sell holiday days.

• Unlimited access to the LinkedIn Learning Platform

• A comprehensive global and local onboarding process

• Employee-led LGBTQ+, Women’s, Black and Parents & Carers networks with an annual budget for organising events & projects that foster an open, diverse and inclusive culture

• Enhanced primary (maternity), secondary (paternity), and shared parental pay and leave, as well as a range of support and benefits for parents

• Option to participate and create ESG initiatives based on IG Brighter Future Fund

How we work

• Lead and Inspire: Drives trust, alignment, and enthusiasm

• Think Big: Focus on the problems that most impact commercial outcomes

• Champion the client: Understand and prioritise client's needs

• Deliver at pace: Push for fast, sustainable growth;

• Raise the bar: Take ownership, be accountable and share feedback

2. Personal Attributes

• Strong client-centric mindset and ability to problem-solve

• Excellent communication skills across phone, email, video, and messaging platforms suitable for high-net-worth client interactions

• Ability to manage multiple priorities and maintain composure under pressure

• Commitment to desk coverage and team-based service delivery

• Commercial awareness: ability to recognise opportunities without compromising service focus

• Collaborative team player who contributes to collective service excellence

• Professional demeanour and ability to build credibility with premium clients

4. Commercial Value-Add

• Identify cross-selling and upsell opportunities naturally during service interactions

• Recognise opportunities for product education and expansion aligned to client needs

• Communicate client growth opportunities to Sales Client Executives for follow-up

• Generate referrals through exceptional client experience

• Log opportunities using task-based system for tracking while maintaining service-first approach

1. Experience & Education

• Demonstrable experience in client service, account management, or financial services

• Understanding of trading products, platforms, and market dynamics

• Experience working in regulated financial environments (preferred)

• Proficiency with CRM systems and service management tools

• Bachelor's degree preferred

1. Premium Service Delivery

• Serve as primary service contact for your portfolio and respond promptly to client inquiries, issues, and service requests via multiple channels (phone, email, video, messaging)

• Coordinate with Dealing, Product, and Operations teams to resolve client issues effectively

• Monitor client health indicators and escalate retention risks to senior Client Executives

• Maintain accurate, comprehensive client records in CRM with detailed interaction history

2. Team-Based Service Excellence

• Contribute to overall team SLA performance and desk coverage excellence

• Achieve strong personal availability metrics (on queue %) and demonstrate commitment to client accessibility

• Participate in desk coverage schedule to ensure premium client accessibility during trading hours and peak periods

• Work collaboratively to achieve team-based service targets and maintain accountability for premium service standards

• Share best practices and support peers during high-volume periods to maintain service standards

3. Client Satisfaction & Relationship Building

• Achieve high client satisfaction (CSAT) scores through responsive, professional service

• Conduct regular check-ins with assigned clients to assess satisfaction and needs

• Provide market updates, platform guidance, and product education as appropriate

• Address client concerns promptly and escalate appropriately when needed

• Build client loyalty through consistent positive interactions and exceptional service experiences