Senior Relationship Manager
4 weeks ago
About the Role
We are expanding our Global Sales Force and seeking an experienced Senior Relationship Manager to join our team in multiple locations.
The ideal candidate is a highly motivated individual with a strong track record in business development and sales, who is passionate about offering innovative investment opportunities to existing clients and prospecting new markets.
The candidate must have experience in selling to HNWI, Private Wealth Management, Asset Managers, Fund Managers, Family Offices, and other private investors.
Responsibilities:
- Develop and maintain relationships with key clients to drive business growth and increase AUM
- Identify and pursue new business opportunities to expand our client base
- Work closely with the Regional Manager to develop and execute a sales strategy tailored to market segments and opportunities
- Meet sales targets and deliver results-driven performance
- Monitor market trends and competitor activity
- Build trust relationships with clients to ensure loyalty and retention
- Acquire a deep understanding of client needs and requirements
- Ensure timely delivery of products and services to clients
- Serve as a liaison between clients and internal teams
- Prepare regular reports of progress and forecasts to internal and external stakeholders
Qualifications:
- 10+ years of experience in sales and business development in the financial services industry
- A strong business contact network in HNWI, Private Wealth Management, Asset Managers, Fund Managers, Family Offices, and other private investors
- Excellent knowledge of securities markets, including stocks, ETFs, bonds, futures, and options
- Proven experience in financial service sales and key account management
- Motivated and energetic with a strong sense of priorities and time management
- Ability to problem-solve and negotiate
- Fluent English, with additional languages an asset
- Great communication and presentation skills
- Outstanding relationship-building skills
- Willingness to reach and exceed targets, with an overachiever mentality
- Ability to work and succeed in a fast-paced and ever-changing environment
Personality/Mindset:
- Integrity and loyalty
- Team player with advanced communication and collaboration skills
- Hands-on, can-do attitude with a willingness to think outside the box
- Overachiever mentality
- Ability to work and succeed in a fast-paced and ever-changing environment
We Offer:
- Competitive salary and performance-based bonus programs
- Corporate benefits, including health insurance and retirement plans
- Opportunity to network and connect with colleagues and clients
- Global career opportunities
- Truly inspiring culture, pleasant and informal work environment
- Ongoing education and training programs
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