Global Relationship Manager

Company & Culture

EXANTE is a pioneering wealth tech company delivering cutting-edge centralized trading solutions and robust B2B financial infrastructure. Our bespoke, internally engineered trading platform provides seamless access to diverse financial instruments including stocks, ETFs, bonds, futures, and options within a single, multi-currency account. As a rapidly expanding global firm with over 700 talented employees from 70+ nationalities across 70 locations, we are a frontrunner in the financial sector. We prioritize investing in our most valuable asset—our people.

About The Role

We are expanding our Global Sales Force and seeking established Global Relationship Managers in various locations. The ideal candidate will have a strategic mindset, excellent communication skills, and the ability to manage complex client interactions across different time zones and cultures. You will be passionate about offering truly unlimited investment opportunities for existing clients and willing to prospect new markets and attract new business. Experience in business development and selling to HNWI, Private Wealth Management, Asset Managers, Fund Managers, Family Offices, and other private investors is essential.

Reporting to: Regional Head of Sales

Key Responsibilities

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, practices, and procedures
• Conduct regular meetings with clients to review their 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 aimed at enhancing client relationships and supporting business development
• Negotiate contracts and agreements to enhance business performance and client satisfaction

Problem Management and Resolution:

• Manage wide-scale service issues and handle trade-related problems
• Oversee trade and margin analysis, manage accounts and funding processes, and apply strong understanding 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
• Monitor market trends and competitive positioning to identify growth opportunities
• Contribute to the development of sales strategies that drive revenue and client retention

💰 Compensation not publicly listed. Market estimate for similar roles: from $80K, varying by experience and location.