Global Relationship Manager for HNWI & Institutions

EXANTE Investment Platform

Warszawa

Hybrid

PLN 300,000 - 420,000

Full time

14 days+

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Benefits offered by this job

Competitive salary

Corporate benefits

Inspiring culture

Ongoing education & training

Global career opportunities

Networking events

Job summary

EXANTE Investment Platform is expanding its Global Sales Force and seeking seasoned Global Relationship Managers in multiple locations. The role focuses on managing strategic client relationships across premium retail, institutions, and family offices, with a strong emphasis on new business development and cross-border opportunities.

The ideal candidate will demonstrate a strategic mindset, exemplary communication, and the ability to navigate complex client interactions across time zones and

Qualifications

10+ years in a sales role within financial services/investment industries.
Fluent English; additional languages are a plus.
Outstanding relationship-building and client-management skills.
Proven ability to manage top-tier client relationships (HNWI, institutions, family offices).

Responsibilities

Act as liaison to premium retail and institutional clients; provide solutions while complying with company policies.
Identify opportunities to expand services and collaborate with sales and marketing to drive business development.
Negotiate contracts and agreements to enhance performance and client satisfaction.
Oversee client relationships, meetings, and satisfaction reviews across time zones and cultures.

Skills

Sales experience

English fluency

Relationship building

Negotiation

Job description

The ideal candidate will demonstrate a strategic mindset, exemplary communication, and the ability to navigate complex client interactions across time zones and

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