Senior Relationship Manager, Saxo Institutional

Posted Yesterday
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Singapore
Senior level
Fintech • Payments • Financial Services
The Role
The Senior Relationship Manager will focus on managing institutional client relationships, executing growth initiatives, hitting revenue targets, and collaborating with stakeholders to enhance and deliver partner growth plans. Candidates should possess extensive experience in finance, especially in brokerage and wealth management while being able to leverage technology and automation for business growth.
Summary Generated by Built In

Saxo is a leading online broker in Singapore, a subsidiary of Saxo Bank Group that is headquartered in Denmark. Since 1992, Saxo has continuously developed its multi-asset trading infrastructure providing access to an ever-expanding universe of Equities, Bonds, Mutual Funds, ETFs, CFDs, Commodities, Indices, Listed Options, FX and FX Options.

We offer fully digitalised capital markets services that are used by a wide spectrum financial institutions such as:

  • Retail banks

  • Private banks

  • Brokers

  • Fintech companies

  • Hedge Funds

  • Family Offices

  • Wealth managers

  • Financial Advisers

  • Proprietary Traders

Such institutional clients and partners build businesses on-top of Saxo’s core services:

  • electronic order management and trade execution

  • equities, bonds and mutual funds custody

  • prime brokerage and liquidity solutions

  • extensive API connectivity

  • business-as-a-service (BaaS) solutions

- white label architecture for digital investment and trading

- IAM and wealth management solutions

- IFA and advisory solutions

- end-client management and accounting infrastructure

- portfolio management and distribution tools

- digital end-to-end securities servicing

Success Criteria for the role:

  • Plan and execute growth initiatives with senior stakeholders at the B2B partner organisations

  • Hit annual revenue growth targets for the book of business

Responsibility & Tasks:

  • Manage an existing book of institutional clients and wholesale partners with primary focus on Australia partners

  • Fully understand the nature of a client’s business

  • Build and maintain close relationships with senior key stakeholders relevant to Saxo

  • Find potential opportunities within these organisations where Saxo’s solutions and services will be relevant to their business growth

  • Be deeply involved in partner’s growth strategies, go-to-market plans, including sales and marketing initiatives

  • Design joint growth plans together with key stakeholders at the partner organisation leveraging corresponding solutions and services at Saxo

  • Track, enhance and deliver on partner growth plans

  • Proactive involvement of specialist teams (solutions, products, sales trading, API, onboarding, compliance)

  • Work with the Account Management team to constantly improve business processes and service levels

  • Be the key escalation point for unresolved issues with clients

Competence Requirement:

  • Degree holder with >10 years in the financial technology, brokerage, wealth management or investment space

  • Candidates who already obtain CMFAS RES1B, RES2B, RES 5, CM-EIP, CM-SIP will have added advantage.

  • Good understanding of retail wealth management, or retail brokerage businesses

  • Able to manage relationships with stakeholders of varying seniority (CEO to working level)

  • Solution oriented thinking with focus on leveraging technology, automation and scale

  • Good understanding in liquid capital markets product, e.g. equities, futures, options, FX.

  • Able to travel between Singapore and Australia on regular basis

  • Competency in Australian wealth management or brokerage industries will be a plus

We offer:

  • The chance to join a truly growth-embracing organisation, which is committed to helping you grow personally and professionally

  • An opportunity to work as part of a dynamic, and very ambitious team

  • A culture that is largely informal, collaborative and offers a pleasant working environment

  • The opportunity to build lasting business relationships and scale up those businesses to be multiples of where they are today

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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