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Saxo Bank

Relationship Manager for Poland & CEE Region

Saxo Bank is hiring a Relationship Manager for Poland & CEE Region in Prague, Czechia. Level rates it ; you can apply on Saxo Bank.

Level's read on this job

  • Little AI ●○○○ is how Level rates this role: aI is not part of the work.
  • The posting mentions relationship management, financial markets and sales among its tools and skills.
  • Level classes it as a senior role.
  • Saxo Bank has 63 other open roles on Level.
  • Posted within the past two weeks.

AI in this role

Relationship Manager focusing on high-value clients and expanding the high-net-worth franchise across Poland and the CEE region.

relationship-managementfinancial-marketssalesportfolio-management

Prague, Czech Republic


Do you follow financial markets, enjoy building trusted relationships with sophisticated investors and traders, and know how to turn strong client engagement into commercial growth?


The role

We are looking for an experienced, Polish-speaking Relationship Manager to develop Saxo's high-value client franchise across Central and Eastern Europe, with Poland as the primary target market. You will take ownership of an Elite portfolio, our highest-value clients across CEE, with a particular focus on expanding our presence in Poland. You will build a deep understanding of how clients invest and trade, strengthen long-term relationships, and identify opportunities to grow assets, activity and revenue in a sustainable way. You will engage with private investors and traders, but also corporate structures and Family Foundations.


This is a hands-on commercial role that combines market conversations, trusted client advice within the boundaries of the role, disciplined portfolio management and new-business development. You will work closely with colleagues across trading, products, operations, compliance and technology, supported by Saxo's global platform and broad multi-asset offering.


The role is based in Prague, an international and well-connected hub for Saxo's CEE business, and includes regular engagement with clients and prospects across the region.


Responsibilities

·   Own and develop a portfolio of high-value clients across CEE, with Poland as the primary market

·   Build trusted, long-term relationships by understanding clients' investment objectives, trading behaviour and service expectations

·   Drive sustainable commercial growth through deeper client engagement, higher product adoption, referrals and new client acquisition

·   Re-engage less active clients and identify relevant opportunities across Saxo's products, platforms and services

·   Act as a senior point of contact for clients, coordinating internal expertise to resolve issues and deliver a consistently high level of service

·   Introduce relevant trading tools, products and solutions, and communicate platform developments and product launches clearly and responsibly

·   Support clients through due-diligence and ongoing review processes while ensuring full alignment with internal policies and regulatory requirements

·   Meet clients and prospects in person and represent Saxo at seminars, conferences and industry events across the region

·   Contribute market insight and client feedback to Saxo's commercial priorities and regional growth strategy

·   Share knowledge and support the development of less experienced colleagues within the team


External profile and thought leadership

For the right candidate, the role offers the opportunity to become one of Saxo's recognised voices in the CEE region. Depending on expertise, experience and business needs, you may:

·   Represent Saxo as a spokesperson in selected media and external engagements

·   Speak at conferences, industry panels and client events

·   Deliver lectures, market briefings and educational webinars for clients, prospects and wider audiences

·   Work with marketing and investment specialists to develop relevant, credible content for the Polish and broader CEE markets


Your profile

You are an experienced relationship professional with strong commercial judgement, credibility with sophisticated clients and a genuine interest in financial markets. You are comfortable owning results, developing new business and representing Saxo internally and externally.

·   At least five years of experience in relationship management or a closely related client-facing role within brokerage, trading, private banking, wealth management or financial markets.

·   Fluency in Polish, both spoken and written, is essential.

·   Professional fluency in English is required; Czech, Slovak, Hungarian, Romanian, Bulgarian, Ukrainian or another Eastern European language is an advantage.

·   Strong knowledge of financial markets, investment products and multi-asset trading.

·   A proven commercial mindset, with the ability to identify opportunities, expand relationships and attract new business.

·   Confident communication and presentation skills, including the ability to explain market and product topics clearly to different audiences.

·   A structured, proactive and resilient approach, with sound judgement and a strong sense of ownership.

·   Willingness to travel across CEE and to be based in, or relocate to, Prague.

·   Passion for trading or sophisticated investing is much appreciated


We offer

·   A visible commercial role with responsibility for clients and growth across the CEE region.

·   Exciting opportunity to collaborate with Swiss private bank J. Safra Sarasin

·   Hands-on exposure to global financial markets and Saxo's multi-asset investment and trading offering.

·   The opportunity to shape Saxo's development in Poland and the wider CEE market.

·   A potential platform to build an external profile through conferences, media engagements, lectures and webinars.

·   Close collaboration with experienced colleagues across Saxo's international organisation.

·   A friendly, ambitious and international team in Prague.

·   Competitive compensation and benefits reflecting the seniority and contribution of the role.


If you combine strong relationship-management experience with a passion for markets and the ambition to grow Saxo's presence across CEE, we would like to hear from you.



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 11 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!

How we rate this

Relationship Manager for Poland & CEE Region at Saxo Bank rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Relationship ManagementFinancial MarketsSalesPortfolio Management

Questions you could be asked

  1. Tell me about a project where relationship management was part of your work. What did you do?
  2. Tell me about a project where financial markets was part of your work. What did you do?
  3. Tell me about a project where sales was part of your work. What did you do?
  4. Tell me about a project where portfolio management was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: Relationship Management, Financial Markets, Sales, and Portfolio Management. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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