Senior Relationship Manager — Global Wealth & Institutions

EXANTE; Warszawa; Hybrid; PLN 260,000 - 520,000; Full time

Benefits offered by this job

Work from home / hybrid options

Flexible benefits

Continuous learning and training

Global exposure with worldwide clients

Uncapped commission potential

Team-oriented, collaborative culture

Job summary

EXANTE is seeking an accomplished Senior Relationship Manager to manage and grow a portable book of business across multiple markets. You will onboard from your existing network, expand services, and build strategic client partnerships with HNWI, private wealth and institutional clients.

You will collaborate with regional heads and marketing teams to drive opportunities, negotiate contracts, and resolve issues across time zones and cultures, delivering exceptional service and growth.

Qualifications

• 10+ years in a sales role in the financial services or investment industry.
• A portable book of business: an established, loyal client base (HNWI, private wealth management, asset managers, fund managers, family offices and other private investors) ready to onboard with you.
• Proven experience in institutional B2B sales - building and managing relationships with institutional counterparties (asset managers, fund managers, wealth management firms, family offices) alongside private clients.
• Excellent knowledge of the securities market: stocks, ETFs, bonds, futures and options.
• Strong understanding of international business practices and cultural sensitivities.
• Motivation for developing business and high energy with a good sense of priorities and time management
• 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 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 in financial services

Institutional B2B sales

Securities market knowledge

Fluent English

Cross-cultural communication

Client relationship management

Job description

EXANTE is seeking an accomplished Senior Relationship Manager to manage and grow a portable book of business across multiple markets. You will onboard from your existing network, expand services, and build strategic client partnerships with HNWI, private wealth and institutional clients.

You will collaborate with regional heads and marketing teams to drive opportunities, negotiate contracts, and resolve issues across time zones and cultures, delivering exceptional service and growth.