Global Relationship Manager - Hybrid/Remote Wealth Sales

EXANTE; Polska; Hybrid; PLN 240,000 - 420,000; Full time

Benefits offered by this job

Flexible work from home/office

Flexible benefits

Continuous learning

Global exposure

Team events

Job summary

EXANTE is expanding its Global Sales Force with opportunities for experienced Global Relationship Managers across locations. The role demands a strategic mindset, excellent communication, and the ability to manage complex client interactions across time zones and cultures.

You will pursue unlimited investment opportunities for existing clients and prospect new markets to attract more clients. The candidate should have a track record in business development and selling to HNWI, Private Wealth

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

Responsibilities

• 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.
• 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 key performance indicators (KPIs).
• 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.

Skills

Sales experience

HNWI network

Financial markets knowledge

Key account management

Cross-cultural communication

Fluent English

Relationship building

Job description

EXANTE is expanding its Global Sales Force with opportunities for experienced Global Relationship Managers across locations. The role demands a strategic mindset, excellent communication, and the ability to manage complex client interactions across time zones and cultures.

You will pursue unlimited investment opportunities for existing clients and prospect new markets to attract more clients. The candidate should have a track record in business development and selling to HNWI, Private Wealth