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About the Role
Key Responsibilities
- Help guide Institutional Clients and High-Net-Worth Individuals through the client application and be the central point of contact during the onboarding stages.
- Be well-versed in the various products and services offered through Interactive Brokers and confidently discuss these with prospective and existing clients.
- Regularly perform virtual and in-person demonstrations of the trading platform.
- Coordinate integration projects and product optimisation for our B2B clients across multiple internal teams, including legal, operations, technology, and client services.
- Oversee relationships with high-growth strategic partners and drive the implementation of solutions to grow the partnership further.
- Participate in client meetings and presentations and attend industry events.
- Assist with other ad-hoc tasks as assigned from time to time.
Qualifications, Skills & Experience
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