Global Relationship Manager

Role Overview

• 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.
• Coordinate with various internal departments, such as technical operations and programming, 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.

Requirements

• 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 (Hunting and New Business development) and highly energetic with a good sense of priorities and time management
• Fluent English. Additional languages will be an asset
• Outstanding relationship-building skills

Benefits

• Competitive salary
• Corporate benefits (choose your preferred options)
• Truly inspiring culture, pleasant and informal work environment
• Ongoing education & training programs
• Opportunity to network and connect in the Corporate Events
• Global career opportunities