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.