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Client Relationship Manager

TN United Kingdom

London

On-site

GBP 40,000 - 80,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a proactive Client Relationship Manager to enhance client experiences and maintain relationships with high-net-worth clients. In this dynamic role, you will be the key contact for clients, ensuring seamless communication and transaction coordination. The ideal candidate will possess a strong background in financial services or private banking, with exceptional communication skills and the ability to manage multiple stakeholders. Join a prestigious brokerage firm that offers exposure to high-value transactions and opportunities for career growth in a fast-paced environment focused on client satisfaction.

Benefits

Competitive salary
Performance-based bonuses
Career growth opportunities
Dynamic work environment

Qualifications

  • Proven experience in client relationship roles within financial services.
  • Exceptional communication and interpersonal skills with HNW clients.

Responsibilities

  • Manage and nurture relationships with HNW/UHNW clients.
  • Act as the primary contact for client queries and updates.
  • Ensure compliance with all regulatory requirements.

Skills

Client Relationship Management
Communication Skills
Interpersonal Skills
Organizational Skills
Attention to Detail

Education

Experience in Financial Services
Experience in Wealth Management or Private Banking

Job description

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Location: Mayfair, London
Employment Type: Full-Time

About Enness

Enness is a market-leading brokerage specialising in high-value, complex, and cross-border finance solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With a strong reputation and an extensive lender network, we deliver bespoke financing solutions across residential and commercial mortgages, private client lending, and corporate finance.

Role Overview

We are seeking a highly professional and proactive Client Relationship Manager (CRM) to join our team. This role is crucial in maintaining and strengthening relationships with our HNW and UHNW clients, introducers, and lenders, ensuring a seamless client experience from enquiry to deal completion.

The CRM will act as a key point of contact for clients, managing communications, coordinating transactions, and ensuring exceptional service levels. The ideal candidate will have experience in financial services, private banking, or luxury client management, with a strong ability to build trust and long-term relationships.

Key Responsibilities

  1. Manage and nurture relationships with HNW/UHNW clients, ensuring an outstanding client experience.
  2. Act as the primary contact for client queries, providing regular updates on ongoing transactions.
  3. Work closely with brokers and lenders to ensure smooth execution of mortgage and debt deals.
  4. Proactively follow up with clients and introducers to generate repeat business and referrals.
  5. Ensure compliance with all regulatory requirements and internal processes.
  6. Monitor and report on client satisfaction, identifying areas for service improvement.
  7. Support business development efforts by engaging with potential new clients and introducers.

What We Offer

  1. Competitive salary and performance-based bonuses.
  2. A dynamic and fast-paced environment within a leading finance brokerage.
  3. Exposure to high-value transactions and international finance markets.
  4. Opportunities for career growth within a prestigious and growing business.

Who We Are Looking For

  1. Proven experience in a client relationship role within financial services, wealth management, private banking, or a related field.
  2. Exceptional communication and interpersonal skills, with the ability to engage with HNW/UHNW clients.
  3. Strong organisational skills, capable of managing multiple transactions and stakeholders.
  4. Understanding of mortgage and debt finance (preferred but not essential).
  5. Attention to detail, ensuring accuracy in client interactions and documentation.

How to Apply

If you are passionate about client relationships and thrive in a high-performance, client-focused environment, we would love to hear from you.

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