Global Relationship Manager
5 days ago
Global Relationship Manager (Code: A1) EXANTE is a pioneering wealth tech company that delivers cutting‑edge centralized trading solutions and robust B2B financial infrastructure. Our proprietary trading platform offers seamless access to diverse financial instruments including stocks, ETFs, bonds, futures, and options all within a single, multi‑currency account. Our systems are built to democratize access to global financial instruments for professional traders and institutional investors. About the Role We are expanding our Global Sales Force and seeking established Global Relationship Managers in various locations. The ideal candidates will have a strategic mindset, excellent communication skills, and the ability to manage complex client interactions across different time zones and cultures. They will be passionate about offering truly unlimited investment opportunities for existing clients, prospecting new markets and attracting new clients. Reporting Line Regional Head of Sales Worksite Remote / Hybrid / On‑site (options vary by location) Responsibilities Act as a liaison to top‑tier clients, including premium retail and institutional clients, financial institutions, and high net‑worth individuals. Provide solutions to client inquiries while complying with all company policies, practices, and procedures. Conduct regular meetings with clients to review their needs, goals, and satisfaction levels. Identify opportunities to expand services and solutions to existing clients. Collaborate with the Regional Head, sales, and marketing teams to formulate strategies aimed at enhancing client relationships and supporting business development. Negotiate contracts and agreements to enhance business performance and client satisfaction. Focus on managing wide‑scale service issues and handling trade‑related problems. Oversee trade and margin analysis, manage accounts and funding processes, and apply a strong understanding of cash markets, equities, and derivatives to support client needs. Address and resolve client issues promptly and effectively. Develop and implement strategic plans to enhance client relationships and achieve business objectives. Analyze market trends and client feedback to identify areas for improvement and innovation. Collaborate with internal teams to ensure alignment with client expectations and company goals. Oversee the delivery of services and solutions to clients, ensuring timely and successful implementation. Work in cross‑functional teams to address client issues and deliver exceptional service. Monitor projects’ progress and report on key performance indicators (KPIs). Coordinate with various internal departments, such as technical operations and programming, to analyze and elevate issues appropriately. Maintain detailed records of client interactions, contracts, and agreements. Prepare regular reports on client status, project progress, and business development activities. Qualifications 10+ years in a Sales role in the Financial Services/Investment industry. A valid business contact network to build a sales pipeline (HNWI, Private Wealth Management, Asset Managers, Fund Managers, Family Offices, and other private investors). Excellent knowledge of the securities market: stocks, ETFs, bonds, futures and options. Proven experience in financial service sales and key account management providing solutions based on customer needs. Strong understanding of international business practices and cultural sensitivities. Motivation for Sales (Hunting and New Business development) and highly energetic with a good sense of priorities and time management. Fluent English. Additional languages will be an asset. Outstanding relationship‑building skills. Personality / Mindset Integrity & loyalty. Team player with advanced communication and collaboration skills. A hands‑on, can‑do attitude – always looking for solutions and thinking out of the box. Overachiever mentality. Capability to work and succeed in a fast‑paced and ever‑changing environment. We Offer Competitive salary. Corporate benefits (choose your preferred options). Truly inspiring culture, pleasant and informal work environment. Ongoing education & training programs. Opportunity to network and connect in Corporate Events. Global career opportunities. Benefits/perks vary depending on the nature of employment with the company and the country where you work. #J-18808-Ljbffr
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Global Relationship Manager
5 days ago
WorkFromHome, Hong Kong SAR China EXANTE Full timeAbout the job Global Relationship Manager (Code: A1) Company & Culture EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary trading platform offers seamless access to diverse financial instruments including...
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Global Relationship Manager
5 days ago
WorkFromHome, Hong Kong SAR China EXANTE Full timeCompany & Culture EXANTE is a pioneering wealth tech company that delivers cutting‑edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary trading platform offers seamless access to diverse financial instruments including stocks, ETFs, bonds, futures, and options all within a...
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Global Relationship Manager — WealthTech
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WorkFromHome, Hong Kong SAR China EXANTE Full timeA pioneering wealth tech company in Hong Kong is seeking an experienced Global Relationship Manager to enhance client relationships and expand business. The ideal candidate will have over 10 years in sales within the financial services industry, demonstrate strong client management skills, and have a thorough understanding of multiple financial instruments....
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WorkFromHome, Hong Kong SAR China EXANTE Investment Platform Full timeA wealth tech company is looking for a Senior Relationship Manager to join its expanding Global Sales Force. This role requires at least 10 years of experience in financial services sales and a strong business development background, particularly with High Net Worth Individuals. The ideal candidate should have excellent knowledge of financial instruments and...
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