Relationship Manager
Alex Vermogensbank
Hong Kong

About the job : Responsibility :

Responsibility :

  • Responsible for YOY TRE growth on a portfolio of clients through proactive personal impact
  • Responsible for scoping target segment within existing base of clients to reactivate, upgrade and gain referrals
  • To work collaboratively with key stakeholders (Saxo Digital & GST) to convert high value prospects and upgrade through the value chain
  • Cross-sell Saxo capabilities with depth of product, platform and solution knowledge
  • Ensure prudency and adhere to all policies and procedures
  • Proactive engagement of specialists (global sales, asset champs, onboarding, compliance, sales trading)
  • Significant depth of documented client insight, specifically top tier client reviews and follow through
  • Proactive off-boarding of clients that do not meet Saxo's risk policies
  • Mandate :

  • Achieve Key and Secondary KPI’s
  • Develop a portfolio of clients based on deep understanding of clients business model and Saxo's relevance
  • Client's advocate in navigating Saxo providing an outstanding level of service
  • Assess client potential to integrate new Saxo capabilities
  • Guide client through new product / platform launches and required changes to relationship with Saxo
  • Deep knowledge of Saxo capabilities, regulatory backdrop and competitor landscape
  • Conduct educational events (in-person, seminars and meetings) to maximise high value lead conversion and existing client TRE growth
  • Requirements

  • SFC licensed type 1, 2, 3 and 9 ideal
  • RO in type 1, 2 and 3 ideal
  • We offer :

    The global sales organisation is responsible for growing total realized earnings and assets under management through acquisition of new direct and wholesale clients, as well as through activation of the already existing client relationships, cross- and up-selling, and development of global partnerships.

    We aim to be digital-first and implement world-class digital engagement for all our clients and partners and focus on the human touch for our top clients and partners.

    This ensures that our teams in local offices spend their time on the most value-adding tasks with our partners and top direct clients.

    We aspire to be a non-hierarchical, purpose-driven organisation. At Saxo, it is not about entitlement; it is about impact no matter where you sit in the organisation.

    A good idea is always taken seriously and you can truly make a difference.

    When you work here, you become a Saxonian. Obviously you will get an attractive compensation package. But we also invest in your personal development and offer you large responsibility from day one.

    We encourage an open feedback culture and a supportive team environment. If you show a collaborative spirit, drive and passion, your learning curve will be steep and your (international) career opportunities with Saxo immense.

    At Saxo we don’t just offer a job we offer an opportunity to invest in your future!


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