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Retention Agent

Job Description

We are seeking a dynamic and ambitious Retention Agent for a leading international brokerage

company This is a unique opportunity to join a prominent firm and work with

top professionals. In this role, you will develop and maintain client relationships, guide clients on

capital market opportunities and instruct them on using the trading platform.

Responsibilities:

• Develop and manage a client portfolio, recruit new clients, and retain existing ones.

• Identify and secure new sales opportunities.

• Achieve ambitious sales targets while maintaining high standards of customer service.

• Collaborate with marketing teams to create and implement effective sales strategies.

• Analyze market trends and customer preferences to pinpoint growth opportunities.

• Document all interactions and transactions in CRM systems.

Qualifications:

• At least 2 years of experience in sales, preferably in a FX Company

• Proven track record of meeting sales targets and building long-term client relationships.

• Strong understanding of financial products and services.

• Excellent interpersonal, communication, and persuasion skills.

• Full proficiency in English.

• Bachelor’s degree is an advantage but not mandatory.

Who is the client?

An international brokerage firm offering clients investment opportunities in various assets,

including forex, stocks, indices, commodities, and cryptocurrencies. Their mission is to provide a

cutting-edge trading platform and comprehensive educational resources for all levels of expertise.

What sets them apart?

• Leading technology

• World-class financial expertise

• Strict regulatory compliance

• VIP customer service

Job Details:

• Location: Kfar Saba, Israel

• Working hours: 09:00–19:00, Full-time, On-site

Benefits:

• Base 10,000-12,000 depending on experience and commissions based on sales.

Attractive conditions and meals all day

• Professional growth and development opportunities

• A family-like and dynamic work environment

• Unique employee welfare programs

• Opportunity to be part of a global team and grow with the company

Details

Location:
Tel Aviv
Position Type:
Full Time (on site)
Experience:
2 year(s)
Languages:
English

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Job Responsibilities

Identify and secure new sales opportunities.
Achieve ambitious sales targets while maintaining high standards of customer service.
Develop and manage a client portfolio, recruit new clients, and retain existing ones.

Job Qualifications

Strong understanding of financial products and services.
Proven track record of meeting sales targets and building long-term client relationships.
At least 2 years of experience in sales, preferably in a FX Company

What We Offer

• Base 10,000-12,000 depending on experience and commissions based on sales. Attractive conditions and meals all day • Professional growth and development opportunities • A family-like and dynamic work environment • Unique employee welfare programs • Opportunity to be part of a global team and grow with the company

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Bancara is a global trading platform designed to meet the evolving needs of private clients, active investors, and institutional partners.

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About Bancara

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About Us

Bancara is an international financial services brand, operating under the Bancara name across multiple jurisdictions worldwide. The Bancara group holds a wide range of regulatory licenses globally, ensuring our clients receive services that meet the highest standards of transparency, compliance, and security.

As a globally recognized investment firm and brokerage house, Bancara offers a comprehensive suite of financial services, including trading in stocks, commodities, currencies, and derivatives. Our commitment to technological innovation and client-centric solutions empowers both retail and institutional investors to navigate financial markets with confidence, wherever they are in the world.

 
Regulatory Information
Bancara operates under licenses and regulations in various jurisdictions. Our operations comply with local and international financial laws, anti-money laundering regulations, and other applicable rules. Clients are encouraged to verify our licenses and regulatory status in their jurisdiction before opening an account.
 
For more information, visit our Regulatory Disclosures Page.
 
 
Risk Warning
Trading on financial markets involves a high level of risk and may not be suitable for all investors.
 
  • The value of investments can go down as well as up, and you may lose some or all of your invested capital.
  • Leveraged trading, such as trading Contracts for Difference (CFDs) or currencies, amplifies both gains and losses and involves significant risks.
  • Ensure you fully understand the risks involved and seek independent financial advice if necessary.
  • Past performance is not indicative of future results.
 
Specific Risk Considerations Include:
 
  1. Market Risk: Fluctuations in market conditions can affect the value of your investments.
  2. Liquidity Risk: Certain instruments may lack liquidity, making it difficult to buy or sell them at favorable prices.
  3. Credit Risk: Counterparty failures may impact your investments.
  4. Regulatory Risk: Trading laws and regulations vary by jurisdiction and may impact your ability to trade certain instruments.
 
Jurisdictional Restrictions
Bancara does not offer its services to residents of certain countries, including but not limited to the United States, North Korea, Iran, and other jurisdictions where such distribution or use would be contrary to local laws or regulations. It is the responsibility of clients to comply with the laws of their respective jurisdiction.
 
 
Platform Information
We provide access to leading trading platforms, offering advanced charting tools, risk management features, and a user-friendly interface. Our platforms are available on web, desktop, and mobile devices.
 
 
Educational Resources
Bancara is committed to educating our clients. Visit our Education Center for free access to webinars, tutorials, eBooks, and market analysis.
 
 
Support for Responsible Trading
Bancara promotes responsible trading practices. Clients are encouraged to utilize risk management tools, including stop-loss orders, and trade within their means. Should you feel that trading is affecting your financial or mental well-being, contact our support team or a qualified financial advisor for assistance.
 
 
Disclaimer
The information contained on this website is for informational purposes only and should not be considered investment advice. Bancara does not guarantee the accuracy, completeness, or timeliness of the information provided. Clients should conduct their own research and consult with a qualified financial advisor prior to making any investment decisions.
 
Trading products offered by Bancara may not be suitable for all investors, and you may be exposed to a risk of significant financial loss. Always read and understand our Risk Disclosure Statement and Terms of Service before engaging in any trading activity.
 
Bancara is not liable for any direct, indirect, or consequential loss arising from the use of its services or reliance on the information provided on this website.
 
 
Trading Disclaimer
 
Risk Disclosure and Disclaimer for Trading on Financial Markets
 
General Risk Warning
Trading in financial instruments, including but not limited to contracts for difference, currencies, commodities, indices, digital currencies, and other derivative products, carries a significant level of risk and may not be suitable for all investors. The use of leverage amplifies both potential profits and potential losses, meaning that you may lose more than your initial deposit. It is important that you fully understand the risks involved before engaging in any trading activity.
 
Specific Risk Considerations
 
  1. Market Volatility Risk: Prices of financial instruments can experience extreme volatility due to changes in market conditions, economic data, geopolitical events, or unexpected news. This may result in rapid and significant losses.
  2. Leverage Risk: Leverage magnifies both gains and losses. High leverage can lead to losing your entire capital even with small market movements.
  3. Liquidity Risk: Certain financial instruments may lack liquidity, making it difficult or impossible to close a position at your desired price, especially during times of high market stress or low trading volumes.
  4. Counterparty Risk: Your trading activity involves exposure to the financial health and operational reliability of the broker. In the unlikely event of broker insolvency, your funds may be at risk.
  5. Regulatory Risk: Regulatory changes in your jurisdiction or globally may impact your ability to trade or access certain products and services.
  6. Technology Risk: Trading relies on electronic communication systems, which may experience disruptions due to system failures, delays, or cyberattacks. This could prevent you from executing trades at critical times.
  7. Margin Risk: Trading on margin means that losses can exceed your deposit. If your account balance falls below the required margin level, you may be required to deposit additional funds or have your positions liquidated at a loss.
 
 
Past Performance is Not Indicative of Future Results
Any performance statistics, charts, or examples of historical market movements provided on this website or through our services are for informational purposes only. They do not guarantee or predict future results.
 
 
Financial Advice Disclaimer
Bancara does not provide investment, legal, tax, or financial advice. Any information provided on this website or by our representatives should not be interpreted as personalized investment advice. Clients are responsible for conducting their own due diligence and seeking independent advice from a qualified financial professional if necessary.
 
 
No Guaranteed Profits
Trading involves significant risk, and no guarantees are provided regarding the likelihood of achieving profits or avoiding losses. Any claims of guaranteed profits or risk-free trading are inherently false and misleading.
 
 
Educational Material and Information Disclaimer
While Bancara provides educational materials, market analysis, and other resources, these are intended solely for informational purposes. They do not constitute an offer to buy, sell, or hold any financial instrument or engage in any trading strategy. Use of such resources is at your own discretion and risk.
 
 
Potential Conflict of Interest
As a market maker, Bancara may act as the counterparty to your trades. This could create a conflict of interest as the broker may benefit from your trading losses. However, Bancara adheres to strict regulatory guidelines to ensure fair and transparent trading practices.
 
 
High-Risk Instruments Warning
Certain instruments, such as digital currencies and exotic options, carry an even higher level of risk compared to traditional financial products due to their speculative nature, lack of regulation, and heightened price volatility. You should only trade such instruments if you fully understand the risks and are prepared to accept potential losses.
 
 
Responsible Trading
Trading should be conducted responsibly and within your financial means. Do not trade with money you cannot afford to lose. If you believe trading is negatively affecting your financial well-being or mental health, seek professional assistance or stop trading.
 
 
Regulatory Jurisdiction Disclaimer
Trading activities are subject to the laws and regulations of your jurisdiction. Bancara operates under the licenses of specific regulatory authorities, and certain products or services may not be available in all countries. It is your responsibility to ensure that your trading activity complies with the laws of your country of residence.
 
 
Important Reminder
By accessing and using Bancara’s services, you acknowledge that you have read, understood, and accepted this disclaimer as well as our Terms and Conditions and Risk Disclosure Statement.