Senior Client Partner

hace 4 días


San José, San José, Costa Rica Exante A tiempo completo
About EXANTE

Our company, EXANTE, specializes in creating value through technology by providing centralized trading solutions and B2B financial infrastructure.

Our proprietary platform enables direct market access to 1 million financial instruments from a single multi-currency account, including stocks, ETFs, bonds, futures, and options.

We prioritize investing in our people, driving growth and innovation.

About the Role

We seek an experienced Senior Relationship Manager to join our Global Sales Force in multiple locations, reporting directly to the Regional Head of Sales.

Worksite: Remote/Hybrid/On-site.

Responsibilities

- Identify and capitalize on existing contacts to drive business growth.

- Develop and maintain a sales pipeline.

- Collaborate with the Regional Manager to develop a tailored sales strategy.

- Meet set sales targets.

- Stay informed about market trends and competitor activity.

- Build trust with clients to retain their loyalty.

- Understand customer needs and provide tailored solutions.

Qualifications

- 10+ years of experience in Sales roles within Financial Services/Investment industry.

- Strong professional network in HNWI, Private Wealth Management, Asset Managers, Fund Managers, Family Offices, and other private investors.

- In-depth knowledge of securities markets: stocks, ETFs, bonds, futures, and options.

- Proven track record in financial service sales and key account management.

We Offer

- Attractive compensation package.

- Comprehensive corporate benefits.

- Opportunities for professional growth and development.

- Dynamic and collaborative work environment.

- Ongoing education and training programs.


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