Senior Relationship Manager

1 semana atrás


Lisboa, Lisboa, Portugal EXANTE Tempo inteiro

About the Role

We are expanding our Global Sales Force and looking for an established Senior Relationship Manager in multiple locations.

The ideal candidate is a highly motivated individual with ambitions for personal success, who enjoys working as a Hunter in a Sales organization, is passionate to offer truly unlimited investment opportunities for existing clients and is willing to prospect new markets and attract new clients.

The candidate must have experience in business development and selling to 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

Responsibilities

Materialize existing contacts/ clients into new business leading to the Companys AUM growth Develop new leads and build sales pipeline Work closely with the Regional Manager to craft and execute a potent sales strategy tailored to market segments and opportunities Meet monthly, quarterly and annual sales targets set together with management Monitor general developments of competition Develop trust relationships with a portfolio of clients to ensure they do not turn to competition Acquire a thorough understanding of key customer needs and requirements Ensure the correct products and services are delivered to customers in a timely manner Serve as the link of communication between key customers and internal teams Prepare regular reports of progress and forecasts to internal and external stakeholders

Qualifications

- 10+ years in a Sales role in Financial Services/Investment industry

A 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 market: stocks, ETFs, bonds, futures and options

Proven experience in financial service sales and key account management providing solutions based on customer needs

*Motivated for Sales (Hunting and New Business development) and highly energetic with a good sense of priorities and time management

Ability in problem-solving and negotiation

Fluent English. Additional languages will be an asset

Great communication and presentation skills

Outstanding relationship building skills

Willingness to reach and exceed targets, overachiever mentality

Capability to work and succeed in the fast pace and ever-changing environment

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 the fast pace and ever-changing environment

We Offer*

Competitive salary & performance-based bonus programs Corporate benefits (choose your preferred options) Opportunity to network and connect in the Corporate Events Global career opportunities Truly inspiring culture, pleasant and informal work environment Ongoing education & training programs

*Benefits/perks listed above may vary depending on the nature of your employment with the company and the country where you work


  • Senior Relationship Manager

    1 semana atrás


    Lisboa, Lisboa, Portugal EXANTE Tempo inteiro

    Senior Relationship Manager Portugal Lisboa Senior Relationship ManagerPortugalLisboa Lisbon, Lisbon, Portugal About the Role We are expanding our Global Sales Force and looking for an established Senior Relationship Manager in multiple locations. The ideal candidate is a highly motivated individual with ambitions for personal success, who enjoys working as...


  • Lisboa, Lisboa, Portugal Credit Suisse Tempo inteiro

    Your field of responsibilityJoin the Private Banking team at Credit Suisse (Luxembourg) S.A. Portuguese Branch from which you will be supporting the UHNWI/HNWI in Lisbon within the International Wealth Management division Your main responsibility will be to provide high quality support to Senior Relationship Managers and Assistant Relationship Managers....


  • Lisboa, Lisboa, Portugal Oddsgate Tempo inteiro

    Customer Relationship Management Manager Oddsgate Customer Relationship Management Manager Full Time Emprego > Customer Relationship Management Manager Oddsgate is a fast growing tech company, looking for a skilled and ambitious CRM Manager to join and help us, and our clients, in this thrilling journey. THE MISSION As the B2B2C CRM manager, you will –...

  • Senior Test Manager

    1 semana atrás


    Lisboa, Lisboa, Portugal Hover Senior Living Community Tempo inteiro

    We are seeking a Senior Test Manager to join our team and take charge of designing a comprehensive test process from scratch while driving the adoption of testing practices across the organization. As a Senior Test Manager, you will play a pivotal role in ensuring the quality and reliability of our products and services by establishing robust testing...

  • Senior Site Manager

    1 semana atrás


    Lisboa, Lisboa, Portugal Jones Lang LaSalle Incorporated Tempo inteiro

    Skills and attributes of the Senior Site Manager - Degree in Civil Engineering or Architecture; More than 5 years' experience in a construction management or supervisory role, with experience in retail or office work considered preferential; Proficiency in computer tools (Office, AutoCad, Project and Peoplesoft) and good knowledge of English; Ease of...

  • Senior Events Manager

    1 semana atrás


    Lisboa, Lisboa, Portugal Michael Page Tempo inteiro

    Senior Events Manager | DMCLisboaLisbon, Lisbon, Portugal Professional event management company specializing in organizing and executing corporate events and meetings. Handles all aspects of event planning, from initial client inquiries and quotations to coordination and execution. Prioritize client satisfaction, maintaining strong relationships and ensuring...

  • Senior Events Manager

    1 semana atrás


    Lisboa, Lisboa, Portugal Michael Page Tempo inteiro

    Senior Events Manager | DMC Lisboa Lisbon, Lisbon, Portugal Professional event management company specializing in organizing and executing corporate events and meetings. Handles all aspects of event planning, from initial client inquiries and quotations to coordination and execution. Prioritize client satisfaction, maintaining strong relationships and...

  • Senior Manager Delivery

    1 semana atrás


    Lisboa, Lisboa, Portugal Pertemps ERP Tempo inteiro

    PermHybrid - LisbonSalary up to 60.000EURTasks Provide strong leadership and guidance to the team, fostering motivation, coaching, and development. Manage the performance and development of Team Leads (Managers/Senior Managers), ensuring a consistent approach to team leadership. Foster a culture of continuous improvement, measuring success and supporting...

  • Senior Revenue Manager

    1 semana atrás


    Lisboa, Lisboa, Portugal Accor Tempo inteiro

    Senior Revenue ManagerLisboaLisboa, Lisboa, PortugalCompany DescriptionIf your passion is to embrace a career in the Hospitality world, you have a natural talent for understanding customers' perception of product value and accurately aligning product prices, placement and availability with each customer segment, and want to help Accor Brand Hotels to meet...


  • Lisboa, Lisboa, Portugal Olisipo Tempo inteiro

    Production Security Relationship Manager Profile:Comprehensive understanding of IT infrastructure, including Systems (Linux, Windows, Cloud), Networks, and Security services;Proficiency in vulnerability and patch management, antivirus monitoring, and hardening principles;Experience in technical access management, Security Incident and Event Management (SOC),...


  • Lisboa, Lisboa, Portugal Capgemini Tempo inteiro

    At Capgemini Portugal, we are searching for an IT Business Relationship Manager to reinforce our teamsIf you have been responsible for being a strategic interface between the business or functional areas and the IT areas, and you have knowledge and expertise to make our teams even stronger, your place is with usWe have a young, fun and dynamic team where you...

  • Chief Relationship Officer

    1 semana atrás


    Lisboa, Lisboa, Portugal WINID PORTUGAL UNIPESSOAL LDA Tempo inteiro

    Chief Relationship Officer - Lisboa, Portugal - WINID PORTUGAL UNIPESSOAL LDADescriçãoENTREPRISE ET ENVIRONNEMENT DE TRAVAILWinid révolutionne les règles du jeu en plaçant la quête de talents au cœur de son modèle d'affaires.Nous croyons fermement que les individus talentueux sont l'élément crucial de la réussite des organisations. Nous...


  • Lisboa, Lisboa, Portugal Ecoplanet Green Operations Gmbh Tempo inteiro

    Retail Operations Senior Manager (Lisbon & South) The Retail Operations Senior Manager will have a key role sustaining and delivering Unilabs strategy for the region. This role will report directly to the Country Retail Director working very close to the daily business, partners and customers, having a deep understanding of the healthcare environment...


  • Lisboa, Lisboa, Portugal Winning Tempo inteiro

    A Winning está à procura de um IT Business Relationship Manager para a Direção Financeira com as seguintes funções/actividades:Responsabilidade de servir como interface estratégico entre as áreas de negócio ou funcionais e as áreas de IT (quer do ponto de vista de projeto, como operacional, gestão de relação e procura,) Responsável pela...

  • Project Manager Senior

    1 semana atrás


    Lisboa, Lisboa, Portugal Siemens Mobility Tempo inteiro

    Siemens Digital Industries is an innovation leader in automation and digitalization. Closely collaborating with partners and customers, DI drives the digital transformation in the process and discrete industries. With its Digital Enterprise portfolio, DI provides companies of all sizes with an end-to-end set of products, solutions, and services to integrate...

  • Senior Revenue Manager

    1 semana atrás


    Lisboa, Lisboa, Portugal SOFITEL Tempo inteiro

    Senior Revenue ManagerLisboaLisbon, Lisbon, PortugalJob DescriptionAs Senior Revenue Manager, you will be responsible for for overseeing the strategy of all revenues and margins with the aim of increasing them, optimising the hotel's overall results. You will also monitor the rate of bookings to determine pricing strategies.WHAT DOES THE ROLE CONSIST OF?The...

  • Senior Project Manager

    1 semana atrás


    Lisboa, Lisboa, Portugal NomadReflex Lda Tempo inteiro

    Essa vaga expirou no Indeed Possíveis motivos: a empresa não está aceitando inscrições, não está contratando ou está analisando inscrições Senior Project Manager (M/F) - Grande Lisboa NomadReflex Lda Lisboa A NomadReflex encontra-se a recrutar para prestigiado cliente na área das plataformas logísticas um Project Manager Sénior para a zona da...


  • Lisboa, Lisboa, Portugal Unilabs Tempo inteiro

    Retail Operations Senior Manager (Lisbon & South) Lisboa Retail Operations Senior Manager (Lisbon & South)Lisboa Lisbon, Lisbon, Portugal The Retail Operations Senior Manager will have a key role sustaining and delivering Unilabs strategy for the region. This role will report directly to the Country Retail Director working very close to the daily business,...


  • Lisboa, Lisboa, Portugal Unilabs Tempo inteiro

    Retail Operations Senior Manager (Lisbon & South) LisboaRetail Operations Senior Manager (Lisbon & South)LisboaLisbon, Lisbon, PortugalThe Retail Operations Senior Manager will have a key role sustaining and delivering Unilabs strategy for the region. This role will report directly to the Country Retail Director working very close to the daily business,...


  • Lisboa, Lisboa, Portugal AstraZeneca Tempo inteiro

    Job Title: Senior Manager, Account Management - R&DLocation: LisbonGrade: EReady for an exciting opportunity at AstraZeneca (AZ)? We prioritize patients' needs worldwide and strive to fulfill them. Working here means being innovative, collaborative, and bold to turn the impossible into reality. If you are action-oriented, a confident leader, a team player,...