Global Relationship Manager; Code: UK

Overview

EXANTE Birmingham, United Kingdom. We are expanding our Global Sales Force and seeking established Global Relationship Managers in various locations. The role is called Global Relationship Manager (Code: UK2) k arrangement:
Remote / Hybrid / On-site (options vary by location).

We are a pioneering wealth tech company delivering cutting-edge centralized trading solutions and robust B2B financial infrastructure. Our proprietary trading platform provides access to a range of financial instruments (stocks, ETFs, bonds, futures, and options) within a multi-currency account. We are a fast-growing global firm with a diverse team and a culture focused on personal and professional growth, innovation, and client impact.

Reporting Line:
Regional Head of Sales

Status: 1 day ago — Be among the first 25 applicants

• Client Relationship Management:
  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 and procedures. Conduct regular meetings with clients to review needs, goals, and satisfaction levels.
• Business Development:
  Identify opportunities to expand services and solutions to existing clients. Collaborate with the Regional Head, sales, and marketing teams to formulate strategies to enhance client relationships and support business development. Negotiate contracts and agreements to improve business performance and client satisfaction.
• Problem Management and Resolution:
  Focus on managing wide-scale service issues and handling trade-related problems. Oversee trade and margin analysis, manage accounts and funding processes, and apply knowledge of cash markets, equities, and derivatives to support client needs. Address and resolve client issues promptly and effectively.
• Strategic Planning:
  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 align with client expectations and company goals.
• Project Management:
  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 project progress and report on KPIs.
• Internal Coordination:
  Coordinate with internal departments, such as technical operations and programming, to analyze and escalate issues. Maintain detailed records of client interactions, contracts, and agreements. Prepare regular reports on client status, project progress, and business development activities.

• 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 services 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) with strong prioritisation and time-management
• Fluent English; additional languages are a plus
• Outstanding relationship-building skills

• Integrity and loyalty
• Team player with advanced communication and collaboration skills
• Hands-on, can-do attitude with solution-oriented thinking
• High achiever mentality
• Ability to work and succeed in a fast-paced, changing environment

• Competitive salary
• Corporate benefits (choose your preferred options)
• Inspiring culture, pleasant and informal work environment
• Ongoing education & training programs
• Opportunities to network and participate in corporate events
• Global career opportunities
• Benefits vary by country and employment type

About EXANTE: A group of disruptive technology experts created EXANTE. Our systems democratize access to global financial instruments for professional traders and institutional investors, backed by robust trading platforms that provide clients access to comprehensive, global financial instruments while protecting data privacy.