Global Relationship Manager, Poland

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Company & Culture

EXANTE is a pioneering wealth‑tech company that delivers cutting‑edge centralized trading solutions and robust B2B financial infrastructure. Our proprietary platform provides seamless access to stocks, ETFs, bonds, futures and options in a single, multi‑currency account.

We cultivate a culture that thrives on rapid responses to market dynamics and proactive problem‑solving. All team members pursue personal and professional growth, empowered to spearhead change across people, processes, and products.

With over 600 employees from 65 nationalities across 70 locations, EXANTE is a frontrunner in the financial sector. We prioritize investing in our people and invite you to shape the future of finance.

About The Role

We are expanding our Global Sales Force and seeking experienced 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. He/She will be passionate about offering unlimited investment opportunities for existing clients and willing to prospect new markets and attract new clients.

Required experience: business development and selling to high‑net‑worth individuals (HNWI), private wealth management, asset managers, fund managers, family offices, and other private investors.

Reporting line: Regional Head of Sales.

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

Responsibilities

• Client Relationship Management
  • 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 to review clients’ needs, goals, and satisfaction levels.
• Business Development
  • Identify opportunities to expand services and solutions to existing clients.
  • Collaborate with the Regional Head, sales, and marketing teams to formulate strategies aimed at enhancing client relationships and supporting business development.
  • Negotiate contracts and agreements to improve business performance and client satisfaction.
• Problem Management & Resolution
  • Manage wide‑scale service issues and handle trade‑related problems.
  • Oversee trade and margin analysis, manage accounts and funding processes, and apply a strong understanding of cash markets, equities, and derivatives to support client needs.
  • Address and resolve client issues promptly and effectively.
• Strategic Planning
  • Develop and implement strategic plans to enhance client relationships and achieve business objectives.
  • Analyze 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.
• Project Management
  • Oversee 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 project progress and report on key performance indicators (KPIs).
• Internal Coordination
  • Coordinate with internal departments such as technical operations and programming to analyze and escalate 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.
• A valid business contacts network to build a sales pipeline (HNWI, private wealth management, asset managers, fund managers, family offices and other private investors).
• Excellent knowledge of the securities market: 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 a good sense of priorities and time management.
• Fluent English. Additional languages are 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 and ever‑changing environment.

We Offer

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

Location: Warsaw, Mazowieckie, Poland.

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