Institutional Sales

Job Description & Requirements

The Representative will focus on account acquisitions for institutional and high-net-worth (HNW) clients. The Representative will handle the entire sales process, from identifying prospective clients to relationship management once the client is onboarded. Applicants will work closely with our onboarding team but should be prepared to see this process through, from inception to completion.

Candidates should be energetic and capable of working independently and in a team environment. Must be self-motivated and able to perform under pressure using sound judgment and professionalism. The firm heavily depends on technology and automation and values technical ability and understanding of computerized processes.

We seek a candidate with a keen interest and knowledge of financial markets and technology. The successful candidate will be able to filter the many tools our firm offers and deliver the most appropriate solutions to Hedge Funds, Financial Advisors and other HNW traders. Competitive salary, bonus and benefits.

Responsibilities:

• Taking advantage of the multilingual skills, act as a key sales contact to Interactive Brokers’ various institutional and HNW clients.
• Understand the needs of prospects to convert them into new clients.
• Rapidly attain the required knowledge of our global product offering (including equities, options, futures, foreign exchange, fixed income, commodities)
• Work with internal teams to ensure new clients are efficiently managed through a proper start-­‐up & engagement process (including. Client Integration Services, Sales Engineering, and New Account Services)
• Expectation of continuous study and learning about the broad spectrum of analytics, investment tools and general services made available through IBKR’s institutional platform

Requirements & Qualifications:

Candidates should be energetic and capable of working independently and in a team environment. Must be self-motivated and able to perform under pressure using sound judgment and professionalism. The firm heavily depends on technology and automation and values technical ability and understanding of computerized processes.

Minimum Requirements:

• An interest in trading and knowledge of the financial markets
• 2+ years of sales experience selling to financial industry clients such as Hedge Funds, Financial Advisors and Introducing Brokers is preferred. 
• Excellent communication skills (verbal and written)
• Good understanding of the investment needs of the Australian marketplace, specifically Hedge Funds, Financial Advisors and other HNW clients

To be successful, you will : 

• Be a quick learner and technically orientated
• Be well-versed in industry knowledge in the Global Equity and Derivatives Markets
• Need or obtain various industry licenses, specifically RG146 qualifications and US FINRA series 7
• Be a team player and willing to deeply understand our product, offering and service

• Competitive salary, annual performance-based bonus and stock grant
• Excellent health and welfare benefits, including medical, dental, specialist and in-patient
• Competitive package of Annual Leave
• Modern offices with multi-monitor setups
• Great work-life balance
• Unique opportunity to gain exposure to global financial products, markets and clientele
• Opportunities for career progression and job scope expansion in a global company with a growing local presence
• Hybrid work arrangement role permitting