Relationship Manager

Role Overview

Join our dynamic team as a Sales leader dedicated to fostering growth within our direct VIP clientele. The Sales & Relationship Management group is focused on managing high-net-worth (HNW) clients and active traders. This position involves acquiring new clients, ensuring smooth onboarding, and delivering an exceptional client experience.

Key Responsibilities

• Securing new HNW clients and active traders to expand the client base
• Establishing and nurturing strong relationships through an effective sales pipeline tailored for Saxo
• Representing the company at external client events and coordinating internal sales and hospitality gatherings
• Communicating with clients regarding new product launches or account changes
• Supporting new clients to trade independently on Saxo’s platforms
• Performing other duties that align with the qualifications and skills of the role as assigned by Saxo

Requirements

• Possess a bachelor's degree and have at least three years of relevant professional experience
• Holding certifications such as CMFAS Module RES1B, RES2B, RES5, CM-EIP, CM-SIP, or CM-CMP is advantageous
• Demonstrated enthusiasm for sales and a track record of ethically building and expanding client relationships
• Proven aptitude in devising strategies to attract and develop new client connections
• Comprehensive knowledge of Saxo's products and services
• Excellent communication skills, fluent in English; proficiency in other languages is a plus
• Customer-focused, able to multitask and perform effectively in a fast-paced environment under pressure
• Capability to work autonomously, managing tasks and time efficiently against set KPIs
• Effective collaborator and team contributor