Global Wealth Relationship Leader

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

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.