Senior Relationship Manager

3 semanas atrás


Lisboa, Lisboa, Portugal TN Portugal Tempo inteiro
Social network you want to login/join with:

Senior Relationship Manager - Portugal, Lisbon

Client:

EXANTE

Location:

Lisbon, Portugal

Job Category:

Other

EU work permit required:

Yes

Job Reference:

5f22cf78e320

Job Views:

41

Posted:

23.01.2025

Expiry Date:

09.03.2025

Job Description:

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

Responsibilities

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

Qualifications

1. 10+ years in a Sales role in Financial Services/Investment industry
2. A valid business contact network to build a sales pipeline (HNWI, Private Wealth Management, Asset Managers, Fund Managers, Family Offices, and other private investors)
3. Excellent knowledge of securities market: stocks, ETFs, bonds, futures and options
4. Proven experience in financial service sales and key account management providing solutions based on customer needs
5. *Motivated for Sales (Hunting and New Business development) and highly energetic with a good sense of priorities and time management
6. Ability in problem-solving and negotiation
7. Fluent English. Additional languages will be an asset
8. Great communication and presentation skills
9. Willingness to reach and exceed targets, overachiever mentality
10. Capability to work and succeed in the fast pace and ever-changing environment

Personality / Mindset

1. Integrity & loyalty
2. Team player with advanced communication and collaboration skills
3. A hands-on, can do attitude - always looking for solutions and thinking out of the box
4. Capability to work and succeed in the fast pace and ever-changing environment

We Offer*

1. Competitive salary & performance-based bonus programs
2. Corporate benefits (choose your preferred options)
3. Opportunity to network and connect in the Corporate Events
4. Global career opportunities
5. Truly inspiring culture, pleasant and informal work environment
6. 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

#J-18808-Ljbffr
  • Senior Relationship Manager

    1 semana atrás


    Lisboa, Lisboa, Portugal Tn Portugal Tempo inteiro

    Social network you want to login/join with:Senior Relationship Manager - PortugalClient:EXANTELocation:PortugalJob Category:OtherEU work permit required:YesJob Reference:5f22cf78e320Job Views:4Posted:06.03.2025Expiry Date:20.04.2025Job Description:About the RoleWe are expanding our Global Sales Force and looking for an established Senior Relationship Manager...


  • Lisboa, Lisboa, Portugal Tn Portugal Tempo inteiro

    Job OverviewTn Portugal is seeking an experienced Senior Relationship Manager to join its team.About the JobManage relationships with clients to grow business and increase revenueDevelop and execute sales strategies to meet targets and exceed expectationsCollaborate with internal teams to deliver exceptional customer experiencesWe are looking for someone...


  • Lisboa, Lisboa, Portugal Ebury Tempo inteiro

    Job Description\We are seeking a highly motivated and experienced Senior Relationship Manager to join our Partnerships division in Lisbon. As a key member of our team, you will be responsible for building and maintaining relationships with financial intermediaries and strategic partners.\Main Responsibilities:\\Develop a network of intermediaries from...


  • Lisboa, Lisboa, Portugal TN Portugal Tempo inteiro

    Job Description:We are seeking a highly motivated Senior Relationship Manager to join our team at TN Portugal. As a key member of our sales organization, you will be responsible for building and maintaining strong relationships with existing clients, as well as identifying and pursuing new business opportunities.The ideal candidate will have a proven track...


  • Lisboa, Lisboa, Portugal Ebury Tempo inteiro

    About the RoleWe are seeking an experienced Financial Services Relationship Manager to join our Indirect Sales team in Lisbon. As a Senior Sales Originator, you will be responsible for building relationships with financial intermediaries and strategic partners.Responsibilities:Identify and acquire new Introducer Brokers to expand our network of...


  • Lisboa, Lisboa, Portugal Descompagnons Trabalho Temporário Lda Tempo inteiro

    About UsOur client is a dynamic and growing international company, dedicated to delivering exceptional experiences to our customers. As they continue to expand, they're looking for a Native English-speaking VIP Account Manager to join their vibrant team.Role OverviewYou will be at the heart of our value player relationships, ensuring they receive a premium,...

  • Corporate Relationship Manager

    26 minutos atrás


    Lisboa, Lisboa, Portugal Buscojobs Portugal Tempo inteiro

    Ebury is a leading global fintech company that empowers businesses to trade and grow internationally. It offers a comprehensive suite of products, including international payments and collections, FX risk management, trade finance, and API integrations. Founded by Juan Lobato and Salvador García, Ebury is one of the fastest-growing global fintechs, with...


  • Lisboa, Lisboa, Portugal Ebury Tempo inteiro

    Ebury is a leading global fintech company that empowers businesses to trade and grow internationally.It offers a comprehensive suite of products, including international payments and collections, FX risk management, trade finance, and API integrations.Founded in by Juan Lobato and Salvador García, Ebury is one of the fastest-growing global fintechs, with...


  • Lisboa, Lisboa, Portugal Codacy Automated Co Tempo inteiro

    Codacy Automated Co is seeking a Client Relationship Manager to drive business growth through strategic partnerships and exceptional customer service.As an Account Manager, you will report directly to our VP of Sales and focus on building strong relationships with our clients to identify opportunities for renewal, expansion, and upselling.Develop and...


  • Lisboa, Lisboa, Portugal Ebury Tempo inteiro

    Ebury is a leading global fintech company that empowers businesses to trade and grow internationally. It offers a comprehensive suite of products, including international payments and collections, FX risk management, trade finance, and API integrations. Founded in 2009 by Juan Lobato and Salvador García, Ebury is one of the fastest-growing global fintechs,...


  • Lisboa, Lisboa, Portugal Lumenalta Tempo inteiro

    At Lumenalta, we create impactful software solutions that drive innovation and transform businesses.We are looking for a Client Relationship Manager to lead the way in building and maintaining strong relationships with our clients. This role requires excellent communication skills, a deep understanding of client needs, and the ability to provide tailored...


  • Lisboa, Lisboa, Portugal Creatio Tempo inteiro

    Job SummaryWe are seeking an experienced relationship manager to join our team as a Customer/Partner Success Manager. The ideal candidate will have a strong track record of developing and maintaining strategic relationships with clients, driving customer retention and renewals, and collaborating with cross-functional teams to deliver exceptional customer...


  • Lisboa, Lisboa, Portugal Grabjobs Tempo inteiro

    About Us: Grabjobs is a dynamic company that's always pushing the boundaries of innovation. As a Client Relationship Manager, you'll have the opportunity to build lasting relationships with our customers and help them achieve their goals.Your Key Responsibilities:Develop and maintain strong relationships with customers and clientsIdentify and pursue new...


  • Lisboa, Lisboa, Portugal Keller Executive Search Tempo inteiro

    Company OverviewKeller Executive Search is a dynamic recruitment agency that specializes in connecting top talent with life-changing opportunities. Our mission is to provide exceptional service and build lasting relationships with our clients and candidates.Job DescriptionWe are seeking an experienced Account Manager to join our team. As an Account Manager,...


  • Lisboa, Lisboa, Portugal Red Frog Recruitment Lda Tempo inteiro

    Job SummaryWe are seeking a Business Relationship Manager to join our team. The successful candidate will act as the primary point of contact for clients, provide expert advice, and develop strategies to enhance service delivery.About the RoleIn this position, you will be responsible for addressing client queries, developing account plans, and fostering...


  • Lisboa, Lisboa, Portugal TN Portugal Tempo inteiro

    About the OpportunityWe are seeking a highly motivated and experienced professional to fill the role of Sales Growth Specialist at TN Portugal. As a key member of our business development team, you will be responsible for driving sales growth, managing client relationships, and delivering exceptional customer service.ResponsibilitiesSales Growth: Identify...


  • Lisboa, Lisboa, Portugal Blu Selection Tempo inteiro

    **About Us**We are Blu Selection, a global brand that offers innovative customer experience solutions. Our company was founded by two French entrepreneurs in 2000 and has since grown to become one of the largest international customer experience solution providers.We are looking for talented individuals to join our team in Lisbon and contribute to our...

  • Client Relationship Manager

    1 semana atrás


    Lisboa, Lisboa, Portugal GrabJobs Tempo inteiro

    Job DescriptionThe Account Manager role at Machinio plays a crucial part in driving our growth and success. This position involves working with high-performing teams to maintain existing client relationships, renew memberships, and strategize for overall client retention in the EU market.You will have the chance to work with clients who speak fluent German...


  • Lisboa, Lisboa, Portugal Inetum Tempo inteiro

    Relationship Manager (Japanese Speaking) The primary focus of the role is to meet customer needs by effectively coordinating internal and external resources and managing communication among all parties involved in a Critical Situation. Responsibilities: Develop and maintain strong relationships with Japanese-speaking clients. Understand client business...


  • Lisboa, Lisboa, Portugal Minacs Tempo inteiro

    About Our TeamWe are a dynamic and innovative company looking for a talented Client Relationship Manager to join our team in Lisbon, Portugal. As a key member of our operations, you will be responsible for building and maintaining strong relationships with our clients and ensuring that their needs are met.About the RoleYou will be responsible for responding...