Senior Relationship Manager
New
E
EXANTEWealth technology
Location: Global, across different time zonesFull-TimeManager
SalaryUncapped performance-based commission that scales with the revenue your book generates
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Job Details
- Languages
- Fluent English. Additional languages will be an asset
- Experience
- 10+ years in a sales role in the financial services or investment industry
- Required Skills
- Business DevelopmentClient relationship management
Requirements
- Have 10+ years in a sales role in the financial services or investment industry.
- Bring a portable book of business with an established, loyal client base ready to onboard.
- Have proven institutional B2B sales experience building and managing relationships with institutional counterparties alongside private clients.
- Have demonstrable client loyalty that translates into transferable AUM.
- Know the securities markets, including stocks, ETFs, bonds, futures, and options.
- Understand international business practices and cultural sensitivities.
- Be fluent in English; additional languages are an asset.
- Bring business development motivation, strong prioritization, and time-management skills.
Responsibilities
- Act as a liaison to premium retail, high-net-worth, and institutional clients.
- Conduct regular client meetings to review needs, goals, and satisfaction.
- Onboard and activate clients from an existing network and identify opportunities to expand services.
- Collaborate with regional leadership, Sales, and Marketing on client relationship and business development strategies.
- Negotiate contracts and agreements.
- Manage wide-scale service issues and trade-related problems, including trade and margin analysis, accounts, and funding processes.
- Develop strategic plans and analyze market trends and client feedback.
- Oversee delivery and implementation of client services and solutions, monitoring project progress and KPIs.
- Coordinate with technical operations, programming, and other internal departments to analyze and escalate issues.
- Maintain client records and prepare reports on client status, project progress, and business development.
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