Global Relationship Manager, Poland – EXANTE

Company & Culture

EXANTE is a pioneering wealth‑tech company that delivers cutting‑edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary platform offers seamless access to diverse financial instruments – stocks, ETFs, bonds, futures, and options – all within a single, multi‑currency account. With over 600 employees from 65 nationalities across 70 locations, we prioritise investing in our people and create a culture of rapid response, proactive problem‑solving, and continuous growth.

About the Role

We are expanding our Global Sales Force and seeking established Global Relationship Managers in various locations. The ideal candidate has a strategic mindset, excellent communication skills, and the ability to manage complex client interactions across different time zones and cultures. They are passionate about offering unlimited investment opportunities for existing clients and are willing to prospect new markets and attract new clients.

Reporting Line

Regional Head of Sales

Worksite

Remote / Hybrid / On‑site (options vary by location)

Responsibilities

• Act as a liaison to top‑tier clients, including premium retail and institutional clients, financial institutions, and high net‑worth individuals.
• Provide solutions to client inquiries while complying with all company policies, practices, and procedures.
• Conduct regular meetings with clients to review their needs, goals, and satisfaction levels.
• Identify opportunities to expand services and solutions to existing clients.
• Collaborate with Regional Head, sales, and marketing teams to formulate strategies aimed at enhancing client relationships and supporting business development.
• Negotiate contracts and agreements to enhance business performance and client satisfaction.
• Manage wide‑scale service issues and handle trade‑related problems.
• Oversee trade and margin analysis, manage accounts and funding processes, and apply strong understanding of cash markets, equities, and derivatives to support client needs.
• Address and resolve client issues promptly and effectively.
• Develop and implement strategic plans to enhance client relationships and achieve business objectives.
• Analyse market trends and client feedback to identify areas for improvement and innovation.
• Collaborate with internal teams to ensure alignment with client expectations and company goals.
• Oversee the delivery of services and solutions to clients, ensuring timely and successful implementation.
• Work in cross‑functional teams to address client issues and deliver exceptional service.
• Monitor projects’ progress and report on key performance indicators (KPIs).
• Coordinate with various internal departments, such as technical operations and programming, to analyse and elevate issues appropriately.
• Maintain detailed records of client interactions, contracts, and agreements.
• Prepare regular reports on client status, project progress, and business development activities.

Qualifications

• 10+ years in a sales role in the financial services/investment industry.
• 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 markets: stocks, ETFs, bonds, futures, and options.
• Proven experience in financial service sales and key account management providing solutions based on customer needs.
• Strong understanding of international business practices and cultural sensitivities.
• Motivation for sales (hunting and new business development) and highly energetic with good sense of priorities and time management.
• Fluent English; additional languages an asset.
• Outstanding relationship‑building skills.

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.
• Overachiever mentality.
• Capability to work and succeed in a fast‑paced, ever‑changing environment.

We Offer

• Competitive salary.
• Corporate benefits (choose your preferred options).
• Truly inspiring culture, pleasant and informal work environment.
• Ongoing education & training programmes.
• Opportunity to network and connect at Corporate Events.
• Global career opportunities.
• Benefits/perks vary depending on the nature of your employment with the company and the country where you work.

Join us to shape the future of finance.