Global Relationship Manager

EXANTE; Hong Kong; Hybrid; HKD 900,000 - 1,500,000; Full time

Benefits offered by this job

Competitive salary

Work from home or office

Flexible benefits

Continuous learning

Global exposure

Job summary

EXANTE is expanding its Global Sales Force and seeks experienced Global Relationship Managers for Hong Kong and other regions. The role focuses on managing top-tier clients, deepening key relationships, and driving business development across time zones and currencies.

You will work with HNWI, Private Wealth, Asset Managers, and Family Offices to offer tailored investment opportunities, negotiate contracts, and deliver exceptional service in a fast-paced, multilingual environment.

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
• Fluent English. Additional languages will be an asset

Responsibilities

• Client Relationship Management: Act as a liaison to top-tier clients, including premium retail and institutional clients, financial institutions, and high net-worth individuals.
• Business Development: Identify opportunities to expand services and solutions to existing clients.
• Problem Management and Resolution: Focus on managing wide-scale service issues and handling trade-related problems.
• Strategic Planning: Develop and implement strategic plans to enhance client relationships and achieve business objectives.
• Project Management: Oversee the delivery of services and solutions to clients, ensuring timely implementations.
• Internal Coordination: Coordinate with internal departments to analyze and elevate issues.

Skills

Sales leadership

HNWI network

Securities knowledge

Key account management

Cross-cultural communication

Fluent English

Relationship building

Job description

Who we are

We are a global wealth-tech company powering the next generation of trading. We deliver cutting-edge centralised trading solutions and robust B2B financial infrastructure. Our proprietary trading platform offers clients seamless access to stocks, ETFs, bonds, futures, options, swaps, funds, and currency pairs- all within a single, multi-currency account.

We believe in the boundless flow of capital and information. Whilst developing EXANTE, we saw technology as a means to improve global connectivity of the financial services industry. Over the years, we have earned a reputation for providing superior service and for getting the results our clients and customers want.

Most importantly, people have come to know us for our technological insights and focus on privacy. Our inspiration stems from the talent and ambition of our clients. We are offering an ecosystem of financial products and services that would provide the most tailored assistance to traders.

Our culture

Everything at EXANTE starts with our people. We bring together 600+ minds from 65 nationalities across 70 locations. We place trust in our team with real autonomy - the freedom to drive change across products, processes and everything in between. That trust fuels innovation, and the demands of the markets build resilience; we adapt, push forward, and we look after each other while we do it.

That freedom is matched by real investment in growth: we back our people with ongoing learning, hands-on development and the kind of stretch opportunities that turn good careers into great ones. Here, progression isn’t something you wait for - it’s something you’re actively supported to pursue.

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. He/She will be passionate about offering truly unlimited investment opportunities for existing clients and willing to prospect new markets and attract new clients.

The candidate must have experience in business development and selling to HNWI, Private Wealth Management, Asset Managers, Fund Managers, Family Offices, and other private investors.

Reporting Line - Regional Head of Sales

Responsibilities

Client Relationship Management:

• 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.

Business Development:

• 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.

Problem Management and Resolution:

• 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.

Strategic Planning:

• 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.

Project Management:

• 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).

Internal Coordination:

• 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 and high energy 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 the fast pace and ever-changing environment

What We Offer*

• Competitive salary that reflects your experience and the value you bring.
• Flexibility that fits your life — work from home, from our office, or a mix of both. You decide what works best.
• Flexible benefits package — choose the options that suit your life, not a one-size-fits-all bundle.
• A genuinely good place to work — an informal, collaborative culture where ideas are heard and bureaucracy stays out of your way.
• Continuous learning — ongoing training, education programs, and the support to deepen your expertise in a fast-moving industry.
• Connection beyond your desk — events that bring our teams together to network and celebrate.
• Global exposure — work side by side with talented colleagues from all over the world, across a business serving clients in 100+ countries.

*Benefits/perks vary depending on the nature of your employment with the company and the country where you work

EXANTE is a global prime broker backed by proprietary technology and dedicated service. All regulated group companies and fully controlled affiliates and subsidiaries are committed to compliance with data protection laws, including the GDPR. We process personal data in line with the GDPR principles of fairness, purpose limitation, transparency, data minimisation, storage limitation and deletion, accuracy, confidentiality and integrity, and accountability. We rely on legitimate interests to assess and manage your application, after determining that our interests are not overridden by your rights and interests. You have the rights of access, rectification, data portability, erasure, restriction of processing, and objection to processing. To exercise your rights or contact our Data Protection Officer, please see our GDPR policy at https://exante.eu/gdpr/.

We retain recruitment data only for as long as necessary for the purposes described above, after which it will be securely deleted unless we are required to keep it longer to comply with law or you consent to a longer retention.

Where personal data is transferred outside the EEA, it will be protected to a standard at least equivalent to that sought by the GDPR. Personal data is safeguarded by technical and organisational measures that are reviewed and updated regularly. This website is not intended for individuals under 18 and we do not knowingly collect data relating to children .