Relationship Manager

Posted 2 Days Ago
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Zürich
Senior level
Fintech • Payments • Financial Services
The Role
The Relationship Manager at Saxo will manage a portfolio of high-net worth clients, supporting them in navigating the platform and expanding sales across German-speaking Switzerland. The role involves negotiating with internal and external counterparts, ensuring service delivery and client satisfaction, and providing market insights.
Summary Generated by Built In

Zurich, Switzerland

Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.

We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and stakeholders both internally and externally and working alongside highly passionate Saxo professionals.

The Sales Team is responsible for managing Saxo's clients. The team currently consists of eight employees, based in Zurich, whose mandate is to ensure resilience and efficiency across Saxo's network.

In this role you will get wide and deep exposure to the full value-chain of financial markets across a variety of asset classes such as equities, futures, options, bonds etc.

The role is based in Zurich, but you will be working virtually with colleagues and counterparts globally. The candidate must be an established strategic thinker with relevant experience to represent the organization at a senior level towards our numerous counterpart relationships.

Responsibilities:

  • Owning and developing a portfolio of high-net worth clients (achieve KPIs regarding AUM, revenues and referrals)
  • Supporting clients in navigating Saxo’s platform and providing service (achieve KPIs regarding NPS and client satisfaction)
  • Expansion of sales activities all over German-speaking Switzerland through Network Management and Acquisition
  • Active contact with internal and external counterparts, including contract and pricing negotiations, due diligence, ensuring delivery on service levels, and acting as an escalation point for any issues arising
  • Provide value to both external and internal clients through market experience and delivery of market information

Your profile:

  • 5+ years of finance related Relationship Management / Network Management experience
  • French and Italian at a Native level, English proficiency written and verbal is a must
  • Excellent verbal and written communication skills and a strong ability to explain complex topics
  • In-depth knowledge and passion for financial market products and various asset classes (across FX, Options, CFDs, Futures Stocks and Bonds)
  • A strong understanding of the Swiss Banking landscape and regulation as they relate to the services being provided
  • Ability to build and maintain strong internal and external relationships
  • Highly developed interpersonal skills with the ability to influence stakeholders
  • High personal drive and ambition that helps you keep pace and motivate others to achieve the desired targets
  • Willingness to travel (mainly within Switzerland)

We get curious people invested in the world
 

When you work at Saxo, you become a Saxonian and part of a purpose-driven organisation, where good ideas are always taken seriously, and where you can make a true impact. We are invested in your development, and you can expect a robust career from day one when you join Saxo – no matter which role you take on.
 

You will join 2,500 other ambitious colleagues across 15 countries and become part of an international organisation. Working in Saxo, you will get to meet colleagues from many different cultures and backgrounds, and you should know that we value diversity and inclusion and see it as a genuine source of strength to drive growth, foster innovation and position us for long-term success. 
 
We encourage an open feedback culture and supportive team environments enabling employees to grow and fulfil their career aspirations.  

When you bring passion, curiosity, drive and team spirit, your learning journey will be dynamic and your career opportunities in Saxo will be immense.
At Saxo we don’t just offer a job – we offer an opportunity to invest in your future!  


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

The Company
1,852 Employees
On-site Workplace
Year Founded: 1992

What We Do

At Saxo we believe that when you invest, you unlock a new curiosity for the world around you.

Discovering an intuitive desire within to actively learn, explore, and ask questions, you will engage with new companies, new communities, maybe even new countries. You could call this an appetite or passion for new knowledge and skills. We call it curiosity. Ultimately everything we do as a company is focused on getting curious people invested in the world by giving our clients more ways to make more of their money.

We began in Copenhagen, Denmark in 1992 with a clear vision: to make the global financial markets accessible for more people. In 1998, we launched one of the first online trading platforms in Europe, providing professional-grade tools and easy access to global financial markets for anyone who wanted to invest.

Today we are a well-capitalised Danish (EU) bank with top capital ratios and positive rating from S&P, trusted by over 1.2 million clients. As an international award-winning investment firm for investors and traders who are serious about investing, our clients enjoy regulated and reliable access to over 71,000 financial instruments on our industry-leading platforms. Keeping our headquarters in our beloved Denmark, we have expanded our reach to having more than 70 nationalities employed in offices in 14 countries.

We are proud of our Scandinavian heritage and we are committed to the values of trust, fairness, and security. We believe this gives our clients the confidence to be adventurous and curious.

Curiosity can lead you to places you never could have imagined. When you invest, you stimulate the mind, you see new perspectives, and you broaden your horizons. Personal transformation is inevitable as you develop a sincere interest and curiosity for not only the world, but also for others.

At Saxo our greatest hope is for everyone to become engaged, to feel empowered, and to Be Invested

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