Global Relationship Manager

🕒 April 22

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EXANTE

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2011

💳 Fintech

💸 Finance

🤝 B2B

Fintech • Finance • B2B

EXANTE is a global prime broker and fintech firm founded in 2011 that provides direct access to over 2 million financial instruments across 50+ markets through a proprietary, customizable trading platform (desktop, web, mobile) with API and white-label options. It serves institutional and professional clients — banks, brokerages, asset managers, family offices, and professional traders — offering trade execution, custody arrangements, regulatory coverage, and dedicated relationship and post-trade support.

📋 Description

• 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 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