Dec 22, 2021

Relationship Manager

  • Saxo Bank
  • Singapore
Full time

Job Description

About the Job:

The Relationship Manager is responsible for managing the clients interaction with Saxo with the purpose of retaining the clients and develop the relationship.

The Relationship management department is managing Institutional Clients such as Bank/Brokers, Fund Managers, Family Offices, Private Banks, White Label and Introducing Brokers and Private HNWI Clients and active traders.

Main Responsibilities
• Manage the client interaction to keep client attrition to a minimum. The
Relationship Manager is clients ambassador in Saxo’s value chain
• Manage assigned client portfolio successfully based on factors such as
retention, growth, upgrade, reactivation
• Participate in client events and organize clients educational seminars
• Assisting with communicating to clients about new product releases
and/or changes to their account
• Assisting the client with risk related matters caused by e.g. margin
increase, system changes etc.
• Ensuring that new clients are able to trade independently on the various platforms
• Conduct regular account reviews with Sales and Sales Trading to develop
the account
• Carrying out any further tasks for which the qualifications and experience
of a Relationship Manager are suited as directed by Saxo Capital Markets

Your Profile :

  • Strong understanding of Saxo’s products and services
  • Enjoy engaging with clients and colleagues
  • Degree holder with minimum 4 years of relevant working experience.
  • CMFAS Module 1B, 2A, 5, 6, 6A
  • Able to speak fluently and write in both English and Mandarin, additional languages are considered an advantage
  • Customer-service oriented and able to multi task and work under pressure in a fast pace environment
  • Work independently and manage task and time based on the given KPI’s
  • Good team player

We offer :

The global sales organisation is responsible for growing total realized earnings and assets under management through acquisition of new direct and wholesale clients, as well as through activation of the already existing client relationships, cross- and up-selling, and development of global partnerships.
We aim to be digital-first and implement world-class digital engagement for all our clients and partners and focus on the human touch for our top clients and partners. This ensures that our teams in local offices spend their time on the most value-adding tasks with our partners and top direct clients. 

We aspire to be a non-hierarchical, purpose-driven organisation. At Saxo, it is not about entitlement; it is about impact – no matter where you sit in the organisation. A good idea is always taken seriously and you can truly make a difference.
When you work here, you become part of the Saxo family. We invest in your personal development and offer you large responsibility from day one. We encourage an open feedback culture and a supportive team environment. If you show a collaborative spirit, drive and passion, your learning curve will be steep and your (international) career opportunities with Saxo immense.
We offer an attractive remuneration and benefits like (at least) 15 paid vacation days, company events and a paid staff lunch once a month and a good pension plan.

How to apply :

Click Apply to create an account and upload your resume and a short motivation. We look forward to getting to know you better!

End Date: