Senior Relationship Manager – Private Wealth & Institutions

EXANTE Limited; United Arab Emirates; Hybrid; AED 120,000 - 180,000; Full time

Benefits offered by this job

Flexible work from home

Medical insurance

Global exposure

Career opportunities

Training programs

Job summary

EXANTE Limited in the United Arab Emirates is seeking an accomplished Senior Relationship Manager to manage high‑net‑worth and institutional client relationships. You will onboard clients from your network, expand services, and collaborate with regional teams to drive business development.

The role requires a strategic mindset, excellent communication, and the ability to navigate across time zones and cultures in a fast‑moving fintech environment.

Qualifications

• 10+ years in a sales role in the financial services or investment industry.
• A portable book of business: established, loyal client base ready to onboard.
• Proven experience in institutional B2B sales – building and managing relationships with institutional counterparties.
• Excellent knowledge of the securities market: stocks, ETFs, bonds, futures and options.
• Strong understanding of international business practices and cultural sensitivities.
• Fluent English. Additional languages will be an asset.

Responsibilities

• Act as a liaison to top-tier clients, including premium retail, high net worth individuals and institutional clients.
• 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.
• Onboard and activate clients from your existing network, and 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 KPIs.
• Coordinate with internal departments 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.

Skills

Relationship management

Business development

HNW clients

Institutional sales

Cross-border trading

CRM software

Tools

CRM software

Job description

EXANTE Limited in the United Arab Emirates is seeking an accomplished Senior Relationship Manager to manage high‑net‑worth and institutional client relationships. You will onboard clients from your network, expand services, and collaborate with regional teams to drive business development.

The role requires a strategic mindset, excellent communication, and the ability to navigate across time zones and cultures in a fast‑moving fintech environment.