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Professional Account Manager (German Speaking), Malta

Job Description

Role: Professional Account Manager – OEM

Department: Relationship Management

Region: Malta

MAIN FUNCTION OF THE ROLE

Grow OANDA AUM & volume for the EU region by capturing, retaining and reactivating high net worth (HNW) clients. Enhance the customer experience for new and existing clients classified as Professional status. A large part of these sales activities will take place over telephone calls and email.

This role will be based in the Malta office. We are looking at someone who is a German speaker either based in Malta or interested to relocate to Malta from EU

KEY TASKS & RESPONSIBILITIES

  • Capture and retain HNW book and increase OANDA volume from Professional and Retail clients in the EU region.
  • Reactivate inactive HNW clients.
  • Convert appropriate clients to Professional status.
  • Conduct annual review of existing Professional clients.
  • Follow a solution sales-based presentation along with a soft sales approach when qualifying a prospect.
  • Responsible for documenting all client communications in Salesforce.
  • Establish a referral network to generate new OANDA business.
  • Attend networking events, deal with new HNW live applications via marketing channels (post COVID).
  • Provide feedback to relevant departments from HNW’s with the aim to improve Professional and HNW client offering and service.
  • Maintain a well developed understanding of competitor offerings from Professional and HNW clients. 

EXPERIENCE/SKILLS REQUIRED

  • Demonstrated industry experience displaying ability to maintain relationships with HNW and Professional clients.
  • Fluency in English and German language both written and spoken
  • Demonstrated desire and willingness to continue to upgrade skills and training with regards to financial markets, combined with an interest in international events.
  • Excellent written and oral communication skills.
  • Identify key messaging for different audiences.
  • Able to work cohesively with cross functional teams within the EU region including Compliance and Onboarding. 
Apply