Senior Relationship Manager

About EXANTE

EXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology.

Our proprietary trading platform enables direct market access to $1M financial instruments from a single multi-currency account, including stocks, ETFs, bonds, futures, and options.

We are a fast-growing global company with 600+ employees across 70+ locations, representing 60 nationalities, all of us following the same guiding principles:

• We believe that freedom is an inherited right
• We are catalysts
• We defend privacy
• We cater to our customers to an unprecedented degree

As a Financial company, we know our investment priorities. We invest in our people.

Join us in creating a new standard for wealth management: https://exantecareers.com

About the Role

We are expanding our Global Sales Force and looking for an established Senior Relationship Manager in multiple locations across Europe and Asia.

The ideal candidate is a highly motivated individual with ambitions for personal success, who enjoys working as a Hunter in a Sales organization, is passionate to offer truly unlimited investment opportunities for existing clients and is willing to prospect new markets and attract new clients.

The candidate must have experience in business development and selling to HNWI, Private Wealth Management, Asset Managers, Fund Managers, Family Offices, and other private investors.

Reporting Line - Regional Head of Sales

Location: Hong Kong

Worksite: Remote/ Hybrid/ On-site

Responsibilities

• Materialize existing contacts/ clients into new business
• Develop new leads and build sales pipeline
• Meet monthly, quarterly and annual sales targets set together with management
• Monitor general developments of competition
• Develop trust relationships with a portfolio of clients to ensure they do not turn to competition
• Acquire a thorough understanding of key customer needs and requirements
• Ensure the correct products and services are delivered to customers in a timely manner
• Serve as the link of communication between key customers and internal teams
• Prepare regular reports of progress and forecasts to internal and external stakeholders

Qualifications

• 5+ years in a sales role in Financial Services/Investment industry
• A valid business contact network to build a sales pipeline in the First 90 Days (HNWI, Private Wealth Management, Asset Managers, Fund Managers, Family Offices, and other private investors)
• Good knowledge of securities market: stocks, ETFs, bonds, futures and options
• Proven experience in financial service sales and key account management - providing solutions based on customer needs
• Generally motivated for Sales (Hunting and New Business development) and highly energetic with a good sense of priorities and time management
• Ability in problem-solving and negotiation
• Fluent English. Additional languages will be an asset
• Great communication and presentation skills
• Outstanding relationship building skills
• Willingness to reach and exceed targets, overachiever mentality
• Capability to work and succeed in the fast pace and ever-changing environment

Personality / Mindset

• Integrity & loyalty
• Team player with advanced communication and collaboration skills
• A hands-on, "can do" attitude - always looking for solutions and thinking "out of the box"
• Overachiever mentality
• Capability to work and succeed in the fast pace and ever-changing environment

We Offer*

• Competitive salary & performance-based bonus programs
• 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

*Benefits/perks listed above may vary depending on the nature of your employment with the company and the country where you work

高級/客戶經理

關於 EXANTE

EXANTE 是一家財富科技公司,提供中心化交易解決方案和 B2B 金融基礎設施,通過科技創造價值.

我們的專有交易平台,支持多種貨幣,直接進入市場,可交易廣泛的金融產品,超過一百萬種的金融工具,包括股票,ETF,債券,期貨和期權.

我們是一家快速成長的國際性公司,在 70 多個地點擁有 600 多名員工,來自 60 個國家/地區,我們所有人都遵循相同的指導原則:

• 我們相信自由是一項繼承的權利
• 我們是催化劑
• 我們捍衛隱私
• 我們以前所未有的角度迎合我們客戶

作為一家金融公司,我們知道我們的投資重點需要投放在員工身上.

加入我們,與我們一起創造財富管理的新一頁:https://exantecareers.com

相關職位

我們正在擴大我們的全球銷售隊伍,並在歐洲和亞洲的多個地點尋找一位 高級/客戶經理.

理想的候選人會是一個積極進取,對個人成功有抱負的人,他喜歡銷售工作,能獨立處理客戶的查詢和跟進客戶的需求.並願意開拓新市場/吸引新客戶.

候選人必須具有業務開發經驗. 高淨值客戶,私人財富管理,資產經理,基金經理,家族辦公室和其他私人投資者銷售的經驗.

報告線 - 區域銷售主管(中國及新加坡)

地點:

工作地點:遙距/現場/混合

主要職責:

• 將現有聯繫人/客戶具體化為新業務
• 開發新客源和建立銷售渠道
• 達成與管理層一起設定的銷售目標
• 監測競爭對手和市場的總體發展
• 與客戶建立信任關係
• 全面了解關鍵客戶的需求和要求
• 確保及時向客戶提供正確的產品和服務
• 作為客戶與內部團隊溝通的橋樑
• 定期向持分者報告業績進度

經驗要求:

• 在金融服務/投資行業擔任銷售職務 5 年以上
• 上班後90天建立銷售渠道(高淨值人士,私人財富管理,資產經理,基金經理,家族辦公室和其他私人投資者)

• 熟悉證券市場:股票,ETF,債券,期貨和期權
• 在金融服務銷售和客戶管理方面的經驗--根據客戶需求提供解決方案
• 對銷售充和業務開發充滿熱情,具有良好時間管理意識

• 解決問題和談判的能力
• 流利的英語/普通話/廣東話.
• 良好的溝通和表達能力
• 傑出的關係建立技巧
• 渴望達到並超越目標,超越者的心態
• 在快節奏和不斷變化的環境中工作並取得成功的能力

個性/心態:

• 誠信與忠誠

• 具有良好的溝通和合作能力
• 做事親力親為,獨立的思考和解決問題的能力
• 積極進取
• 能適應快速變化的工作環境,並且取得成功

我們提供*

• 基本工資和無上限佣金
• 公司福利(可以選擇您喜歡的選項)
• 優良的公司文化,愉快和遙距工作環境
• 持續教育和培訓計劃
• 建立人際網絡機會
• 環球職涯機會

*上面列出的福利/津貼可能會有所不同,具體取決於您在公司的工作性質和您工作的國家/地區

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