Senior Relationship Manager - Portugal Lisboa

Senior Relationship Manager - Portugal
Lisboa
Lisboa, Portugal

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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
   - 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
    - changing environment

Personality / Mindset

1. Integrity & loyalty
2. Team player with advanced communication and collaboration skills
3. A
   - 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
   - changing environment

We Offer*

1. Competitive salary &
   - 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