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Institutional Relationship Manager

3 weeks ago


Sydney, Australia Saxo Bank Full time

About the job:
Overview

Saxo Markets is a leading online broker in Australia, 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 services that are used by a wide spectrum of segments in the financial industry:
- 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 asset servicingSuccess Criteria for the role:
- Establish and maintain good relationship with key stakeholders in the client organisation- Plan and execute growth initiatives with the clients- Hit annual revenue growth targets for the book of business

Duties

Include but are not limited to:
- Manage an existing book of institutional clients and wholesale partners- Fully understand the nature of a client’s business and all key stakeholders relevant to Saxo- Find potential opportunities within these organisations where Saxo’s solutions and services will be relevant to their business growth- Convincingly present corresponding solutions and engage with key stakeholders’ to obtain buy-in- Proactive engagement of specialist teams (solutions, products, sales trading, API, onboarding, compliance)- Be involved in our partner’s growth strategies, go-to-market plans and marketing initiatives- Work with the Account Management team to constantly improve business processes and service levels- Be the key escalation point for unresolved issues with clients

Essential Skills

The following are desirable- At least 5 years in the financial technology, brokerage, wealth management or investment space- Outgoing and easily relatable to clients- Able to manage discussions involving multiple stakeholders of varying seniority (CEO to working level)- Solution oriented thinking with focus on leveraging technology- Good understanding in liquid capital markets products - i.e. equities, futures, options, FX etc- Able to travel between cities within Australia, with infrequent travel to Singapore and Denmark

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

How to apply: