Senior Relationship Manager

1 month ago

London, Greater London, United Kingdom Saxo Bank Full time
About the Role

Saxo Bank is seeking a Senior Relationship Manager to join its UK team. As a key member of the Institutional Client Management team, you will be responsible for building and maintaining strong relationships with institutional clients and partners, identifying opportunities to grow the addressable wallet, and delivering on that growth.

The ideal candidate will have at least 10 years of experience in the financial technology, brokerage, wealth management, or investment space, with a strong understanding of the UK wealth management landscape. They will be outgoing and personable, with a proven ability to build strong client relationships and trust.

The Senior Relationship Manager will be responsible for:

  • Responsible for YOY TRE growth on a portfolio of institutional clients and wholesale partners
  • Take over a book of clients and proactively develop client relationships
  • Fully understand the nature of a client's business and all key stakeholders relevant to Saxo
  • Understand and support our partner's growth strategies, go-to-market plans, and marketing initiatives
  • Identify potential opportunities within these client's and partner's organisations in which Saxo's solutions and services will be relevant to their business growth
  • Present convincing solutions and engage with key stakeholders to obtain buy-in
  • Proactive engagement of specialist teams (solutions, products, sales trading, API, onboarding, compliance)
  • Collaborate with Saxo's client support teams, most notably the Prime Service team, to constantly improve business processes and service levels
  • Be the key escalation point for unresolved issues with clients
  • Involve Saxo's management team where required and ensure 'C Suite' engagement
  • Act prudently and adhere to all policies and procedures
  • Develop a deep knowledge of Saxo's products and capabilities, including the regulatory backdrop context and competitor landscape
  • Manage all aspects of relationship administration, ensuring account plans and growth initiatives are documented for all clients and partners, and the CRM is updated accordingly

Requirements

  • Demonstrate at least 10 years' experience in the financial technology, brokerage, wealth management, or investment space
  • First-hand knowledge of and experience within the UK wealth management landscape, including existing relationships, would be highly desirable
  • Outgoing and personable with a proven ability to build strong client relationships and trust
  • Ability to manage discussions involving multiple stakeholders with varying degrees of seniority
  • Solution-oriented thinking with a focus on leveraging technology
  • Good understanding of liquid capital markets products, e.g. equities, futures, options, FX etc.
  • Excellent communication skills both written and verbal
  • Strong team player with a collaborative style
  • Travel to Saxo's HQ in Denmark will be required (approximately 4-6 times per year)

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