Senior Relationship Manager

1 Month ago • 10 Years +

Job Summary

Job Description

The Senior Relationship Manager will manage an existing book of institutional clients and wholesale partners, primarily focusing on Australia. The role involves understanding client businesses, building relationships with stakeholders, identifying growth opportunities, designing joint growth plans, and tracking progress. Responsibilities include managing clients, developing strategies, and escalating issues. Success is measured by revenue growth and initiative execution. The job also involves working with specialist teams and improving business processes. The selected candidate will be a key escalation point for unresolved client issues. This role requires strong understanding of financial markets and client management.
Must have:
  • 10+ years in financial technology/brokerage.
  • Manage relationships with various seniority stakeholders.
  • Good understanding of capital markets products.
Good to have:
  • CMFAS RES1B, RES2B, RES 5, CM-EIP, CM-SIP certifications.
  • Understanding of retail wealth management/brokerage.
  • Competency in Australian wealth management/brokerage.
Perks:
  • Opportunity for personal and professional growth.
  • Work in a dynamic and ambitious team.
  • Collaborative and pleasant working environment.

Job Details

Saxo is a leading online broker in Singapore, a subsidiary of Saxo Bank Group that is headquartered in Denmark. Since 1992, Saxo has continuously developed its multi-asset trading infrastructure providing access to an ever-expanding universe of Equities, Bonds, Mutual Funds, ETFs, CFDs, Commodities, Indices, Listed Options, FX and FX Options.

We offer fully digitalised capital markets services that are used by a wide spectrum financial institutions such as:

  • Retail banks

  • Private banks

  • Brokers

  • Fintech companies

  • Hedge Funds

  • Family Offices

  • Wealth managers

  • Financial Advisers

  • Proprietary Traders

Such institutional clients and partners build businesses on-top of Saxo’s core services:

  • electronic order management and trade execution

  • equities, bonds and mutual funds custody

  • prime brokerage and liquidity solutions

  • extensive API connectivity

  • business-as-a-service (BaaS) solutions

- white label architecture for digital investment and trading

- IAM and wealth management solutions

- IFA and advisory solutions

- end-client management and accounting infrastructure

- portfolio management and distribution tools

- digital end-to-end securities servicing

Success Criteria for the role:

  • Plan and execute growth initiatives with senior stakeholders at the B2B partner organisations

  • Hit annual revenue growth targets for the book of business

Responsibility & Tasks:

  • Manage an existing book of institutional clients and wholesale partners with primary focus on Australia partners

  • Fully understand the nature of a client’s business

  • Build and maintain close relationships with senior key stakeholders relevant to Saxo

  • Find potential opportunities within these organisations where Saxo’s solutions and services will be relevant to their business growth

  • Be deeply involved in partner’s growth strategies, go-to-market plans, including sales and marketing initiatives

  • Design joint growth plans together with key stakeholders at the partner organisation leveraging corresponding solutions and services at Saxo

  • Track, enhance and deliver on partner growth plans

  • Proactive involvement of specialist teams (solutions, products, sales trading, API, onboarding, compliance)

  • Work with the Account Management team to constantly improve business processes and service levels

  • Be the key escalation point for unresolved issues with clients

Competence Requirement:

  • Degree holder with >10 years in the financial technology, brokerage, wealth management or investment space

  • Candidates who already obtain CMFAS RES1B, RES2B, RES 5, CM-EIP, CM-SIP will have added advantage.

  • Good understanding of retail wealth management, or retail brokerage businesses

  • Able to manage relationships with stakeholders of varying seniority (CEO to working level)

  • Solution oriented thinking with focus on leveraging technology, automation and scale

  • Good understanding in liquid capital markets product, e.g. equities, futures, options, FX.

  • Able to travel between Singapore and Australia on regular basis

  • Competency in Australian wealth management or brokerage industries will be a plus

We offer:

  • The chance to join a truly growth-embracing organisation, which is committed to helping you grow personally and professionally

  • An opportunity to work as part of a dynamic, and very ambitious team

  • A culture that is largely informal, collaborative and offers a pleasant working environment

  • The opportunity to build lasting business relationships and scale up those businesses to be multiples of where they are today

We get curious people invested in the world
 

When you work at Saxo, you become a Saxonian and part of a purpose-driven organisation, where good ideas are always taken seriously, and where you can make a true impact. We are invested in your development, and you can expect a robust career from day one when you join Saxo – no matter which role you take on.
 

You will join 2,500 other ambitious colleagues across 15 countries and become part of an international organisation. Working in Saxo, you will get to meet colleagues from many different cultures and backgrounds, and you should know that we value diversity and inclusion and see it as a genuine source of strength to drive growth, foster innovation and position us for long-term success. 
 
We encourage an open feedback culture and supportive team environments enabling employees to grow and fulfil their career aspirations.  

When you bring passion, curiosity, drive and team spirit, your learning journey will be dynamic and your career opportunities in Saxo will be immense.

At Saxo we don’t just offer a job – we offer an opportunity to invest in your future!  


How to apply :

Click here to create an account and upload your resume and a short motivation. We look forward to getting to know you better!

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About The Company

We believe access to global capital markets is not only for the privileged few. Our vision is to enable people to fulfill their financial aspirations to make an impact. That’s why we use the power of technology to deliver clients what they need, when they need it in a user-friendly and personalised experience. We aim to deliver the world’s most user-friendly and personalized trading and investment platform experience, which gives our clients exactly what they need to make more informed investment decisions.

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