Senior Relationship Manager
21 hours ago
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
Tell employers what skills you have
Wealth Management
Account Management
Growth Strategies
Brokerage
FX Options
Investments
Relationship Management
Wealth
ETFs
Securities
Capital Markets
Compliance
Portfolio Management
Revenue Growth
Communication Skills
Banking
Hedge Funds
Mutual Funds
Financial Services
Equities
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