Overview
In this role you help grow the business by onboarding institutional and HNWI clients and identifying new opportunities. You will work within a multinational team focused on client service, onboarding, and strategic expansion. You’ll manage onboarding journeys, demonstrate the trading platform, and coordinate cross-functional projects to scale partnerships. This is a hands-on, client-facing role at a global brokerage with a hybrid London office routine and a strong emphasis on impact and continuous improvement.
Pay / Benefits
- Career development
- Hybrid working model
- Performance-based cash bonus
- Discretionary stock grant
- Private medical insurance
- Above statutory annual leave
Responsibilities
- Guide institutional clients and high net worth individuals through the onboarding process and serve as a central contact during onboarding
- Be knowledgeable about Interactive Brokers products and services and clearly communicate them to clients
- Conduct regular virtual and in-person demonstrations of the trading platform
- Coordinate integration projects and product optimization for B2B clients across multiple internal teams (legal, operations, technology, client services)
- Oversee relationships with high-growth strategic partners and drive implementation to grow the partnership
- Participate in client meetings, presentations, and industry events
- Assist with ad-hoc tasks as needed
Key requirements
- Degree in Finance, Economics, Business Administration, or related field
- Excellent written and verbal English; additional languages (Norwegian, Swedish, Polish) are a plus
- General market knowledge in futures, options, and equities
- Strong stakeholder management and cross-functional collaboration experience
- Excellent organizational skills and ability to manage multiple projects
- Minimum 2 years in financial services with trading or brokerage in a client service or project management role (preferred)
- MS Office proficiency; Bloomberg knowledge a plus
- Strong interpersonal, written communication, and analytical/problem-solving skills
- stakeholder management
- cross-functional collaboration
- strong communication
- analytical thinking
- MS Office
- Bloomberg
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