ГонконгEXANTE
Senior Relationship Manager
1 мес. назад
ГонконгSeniorOnsiteC1
business developmentclient relationship managementcontract negotiationtrade and margin analysisfinancial marketsproject managementstrategic planning
EXANTE is a global wealth-tech company offering centralized trading solutions and robust B2B financial infrastructure. The Senior Relationship Manager role involves managing and expanding a portfolio of high net worth and institutional clients based onsite in Hong Kong.
About the company
- 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 and aim to improve global connectivity of the financial services industry.
- We have earned a reputation for providing superior service and for achieving client results.
- Known for technological insights and focus on privacy, we offer an ecosystem of financial products and tailored assistance to traders.
- We have almost 800 minds across 70 locations and foster a culture of trust, autonomy, innovation, and growth.
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, identifying opportunities to expand services and solutions to existing clients.
- Collaborate with Regional Head, Sales, and Marketing teams to formulate client relationship and business development strategies.
- Negotiate contracts and agreements to enhance business performance and client satisfaction.
- Manage wide-scale service issues and trade-related problems.
- Oversee trade and margin analysis, manage accounts and funding processes, supporting client needs with knowledge of cash markets, equities, and derivatives.
- 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 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 project progress and report on key performance indicators (KPIs).
- Coordinate with technical operations and programming departments to analyze and escalate issues appropriately.
- Maintain detailed records of client interactions, contracts, and agreements.
- Prepare regular reports on client status, project progress, and business development activities.
- Month 1-6: activate existing client relationships with measurable net new AUM starting from third month onwards.
- Ongoing: expand book through referrals and new-market prospecting.
Requirements
- 10+ years in a sales role in the financial services or investment industry.
- Possess a portable book of business with established, loyal clients (HNWI, private wealth management, asset managers, fund managers, family offices, and other private investors).
- Proven experience in institutional B2B sales, managing relationships with 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.
- Motivated to develop business with high energy and good sense of priorities and time management.
- Fluent English; additional languages are an asset.
- Entrepreneurial owner mentality with a hands-on, can-do attitude, running your book like your own business without expecting leads or hand-holding.
- Honesty and integrity with direct and transparent communication with clients.