Head of Client Funding, Reporting & Referrals Experience

About The Company

Saxo Bank Securities Ltd, Japan (“SBS”) is a licensed subsidiary of Saxo Bank A/S in Denmark and has operated in Japan since 2007. We provide access to global markets for our local customers and serve as a gateway to Japan markets for our global customers. Saxo enables individual and institutional clients to trade more than 40,000 instruments globally from one single margin account and provides institutional clients such as banks and fintech with Open Banking solutions from multi-asset execution, prime brokerage services to trading technologies.

About the Role

Head of Client Funding, Reporting & Referrals Experience is responsible for optimising the local client experience in Client Funding, Reporting & Referrals Experience, both digital and non-digital, reporting to the Local Head of Mission Control. This role serves as the single point of contact for communication and information sharing between global and local teams, advocating for journey interests and ensuring seamless operations across both journeys.

Client Funding​ Experience Overview

• Focuses on guiding clients through an intuitive funding and platform discovery process, improving ease and efficiency of funding and withdrawals.
• Ensures a fast and intuitive platform discovery and setup process by identifying key steps to ‘getting started’ for each persona, enhancing client journeys with local knowledge and market practices.

Reporting & Referrals Experience​ Overview

• Dedicated to tracking performance and accessing risk tools to grow and preserve wealth, offering intuitive portfolio satisfaction reports and risk management tools.
• Facilitates clear and timely corporate actions information and intuitive stock transfers, encouraging referrals by ensuring client satisfaction with profits and the Saxo experience.

Responsibilities:

• Communication and Collaboration: Act as the liaison between global and local teams, promoting journey interests and ensuring alignment of local priorities with global capacity. Collaborate with Institutional & Other Local Journey Owners to support all client types.
• Client Journey Enhancement: Implement global rollouts and locally identified improvements, applying insights from dashboards to improve conversion rates and client satisfaction. Monitor key performance indicators to drive enhancements.
• Optimization Meetings: Run local meetings to prioritise initiatives and align with HQ and stakeholders, ensuring seamless execution of tasks based on analysis and learnings.
• Compliance and Business Requirements: Ensure local client experience adheres to compliance guidelines and local standards, contributing to business requirements, UAT, and translations for local flows.
• Payment Operations: Support local RMs, clients, and relevant functions by understanding global payment procedures and rules.

Requirements:

• Bachelor’s degree in business administration, finance, marketing, or a related field.
• 5-8 years of relevant experience in client journey/business management, ideally within the financial services industry.
• Strong analytical skills for data analysis and performance metrics.
• Project management expertise, including running optimization meetings and managing initiatives.
• Excellent verbal and written communication skills in English to communicate with stakeholders and partners from other offices.
• Familiarity with compliance guidelines and local AML/Compliance requirements.
• Collaborative approach with cross-functional teams.
• Client-centric mindset with a focus on enhancing client experiences.
• Adaptability and problem-solving skills.
• Relevant certifications in project management or data analysis are advantageous.
• Continuous professional development in client experience or journey management.
• Japan Securities Dealers Association (JSDA), Sales Representative – Level 1, 2 certifications will be a big plus

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!

Welcome to Saxo Bank

About Saxo Bank

Support our purpose

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.

Be part of a unique journey

Do you want to work for an extremely ambitious organisation at the cutting edge of banking and technology? You’ll be joining a company that:

. Continuously strives to improve the Saxo Experience and exceed our clients’ expectations.

. Always invests in the future

. Builds unrivalled platforms

for seasoned and experienced investors and wholesale clients that provide real-time access to global capital markets.

. Consistently wins the highest accolades

for our platforms, products and services.

Own your future

So, if you’re up for the challenge of breaking down barriers in global financial markets, we’re always looking for ambitious and enthusiastic people who share our passion for clients, technology and innovation and can bring new perspectives to our diverse team.

For more on our story, culture and identity, please read the Saxo Bank Foundation

, written by our CEO and founder Kim Fournais.

More about Saxo Bank