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For Companies At a Glance
- Tasks: Drive sales growth by building relationships and acquiring new clients in the financial services sector.
- Company: Join EXANTE, a dynamic firm offering unlimited investment opportunities and a vibrant work culture.
- Benefits: Enjoy competitive salary, performance bonuses, corporate perks, and global career opportunities.
- Why this job: Be part of an inspiring team that values integrity, collaboration, and innovative thinking.
- Qualifications: 10+ years in sales within financial services; strong network and excellent communication skills required.
- Other info: Work in a fast-paced environment with ongoing training and a focus on personal success.
The predicted salary is between 48000 - 72000 £ per year.
About the Role
We are expanding our Global Sales Force and looking for an established Senior Relationship Manager in multiple locations. 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
Responsibilities:
- Materialize existing contacts/clients into new business leading to the Company’s AUM growth
- Develop new leads and build sales pipeline
- Work closely with the Regional Manager to craft and execute a potent sales strategy tailored to market segments and opportunities
- 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:
- 10+ years in a Sales role in 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 securities market: stocks, ETFs, bonds, futures and options
- Proven experience in financial service sales and key account management providing solutions based on customer needs
- 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
- 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”
- 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)
- Opportunity to network and connect in the Corporate Events
- Global career opportunities
- Truly inspiring culture, pleasant and informal work environment
- Ongoing education & training programs
*Benefits/perks listed above may vary depending on the nature of your employment with the company and the country where you work.
Contact Detail:
EXANTE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Relationship Manager (Manchester, UK)
✨Tip Number 1
Leverage your existing network to connect with potential clients and industry professionals. Reach out to former colleagues or contacts in the financial services sector who can provide introductions or insights into new opportunities.
✨Tip Number 2
Stay updated on market trends and developments in the investment industry. This knowledge will not only help you in conversations with clients but also demonstrate your expertise and commitment to staying ahead in a competitive environment.
✨Tip Number 3
Prepare to discuss specific strategies for acquiring new clients and expanding your sales pipeline. Think about innovative approaches you've used in the past and be ready to share these ideas during networking opportunities or interviews.
✨Tip Number 4
Practice your communication and presentation skills, as these are crucial for a Senior Relationship Manager role. Consider joining local networking events or workshops to refine your ability to engage and persuade potential clients effectively.
We think you need these skills to ace Senior Relationship Manager (Manchester, UK)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in sales within the financial services and investment industry. Emphasise your achievements in business development, particularly with high-net-worth individuals and private wealth management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for sales and your ability to build relationships. Mention specific examples of how you've successfully developed new leads and met sales targets in previous roles.
Highlight Relevant Skills: In your application, focus on key skills such as problem-solving, negotiation, and communication. These are crucial for a Senior Relationship Manager role, so provide examples of how you've demonstrated these skills in your career.
Showcase Your Network: Since a valid business contact network is essential for this role, mention any relevant connections you have in the financial services sector. This could include relationships with asset managers, fund managers, or family offices that could help you build a sales pipeline.
How to prepare for a job interview at EXANTE
✨Showcase Your Network
As a Senior Relationship Manager, your existing contacts are invaluable. Be prepared to discuss your business network and how it can benefit the company. Highlight specific relationships with HNWI, Private Wealth Management, and other relevant sectors.
✨Demonstrate Sales Acumen
Prepare to share examples of your past successes in sales, particularly in the financial services sector. Discuss strategies you've used to meet or exceed targets, and be ready to explain how you would apply these strategies in this new role.
✨Understand the Market
Familiarise yourself with current trends in the securities market, including stocks, ETFs, and bonds. Being able to discuss these topics confidently will show your expertise and readiness for the role.
✨Exhibit Problem-Solving Skills
Be ready to provide examples of how you've tackled challenges in previous roles. This could involve negotiating deals or resolving client issues. Show that you have a proactive, 'can do' attitude that aligns with the company's culture.
