Client Relationship Manager (FINANCIAL SERVICES)

Lal Capital; City Of London; On-site; GBP 25,000 - 27,000; Full time

Job summary

A financial services firm in London seeks a Client Relationship Manager to build and maintain long-term client relationships in the financial sector. The ideal candidate will have experience in account management and a strong understanding of financial products. This full-time role offers a salary between £25,000 and £27,000 yearly and requires excellent communication skills and the ability to manage client expectations effectively.

Qualifications

• Proven experience in a client relationship or account management role.
• Strong knowledge of financial products and wealth management services.
• Ability to manage multiple priorities and work effectively under pressure.

Responsibilities

• Act as the primary point of contact for a portfolio of clients.
• Develop strong relationships to understand financial goals.
• Prepare regular reports on client activity and service delivery.

Skills

Client relationship management

Financial product knowledge

Communication skills

Analytical skills

CRM systems competency

Education

Bachelor’s degree in Finance, Business, or Economics

Relevant professional qualifications (CISI, CII)

Tools

Microsoft Office

Job description

Overview

The Client Relationship Manager will be responsible for building, maintaining, and developing long term relationships with clients in the financial services sector. The role requires a deep understanding of financial products and services, excellent communication skills, and the ability to deliver a high standard of client care.

Key Responsibilities

• Act as the primary point of contact for a portfolio of clients, ensuring their needs are met efficiently and professionally.
• Develop strong relationships with clients to understand their financial goals and provide tailored solutions.
• Coordinate with internal teams to deliver consistent service and resolve client issues promptly.
• Monitor client satisfaction and proactively identify opportunities for improvement.
• Support business development initiatives by identifying opportunities to grow existing accounts and attract new clients.
• Ensure all client interactions and records comply with regulatory and company standards.
• Prepare regular reports on client activity, service delivery, and performance metrics.
• Attend meetings, networking events, and industry forums to represent the organisation and strengthen client relationships.

Skills and Experience Required

• Proven experience in a client relationship or account management role within financial services or a related industry.
• Strong knowledge of financial products, investment solutions, or wealth management services.
• Excellent communication and interpersonal skills with the ability to build trust and credibility with clients.
• Strong analytical and problem‑solving skills with attention to detail.
• Ability to manage multiple priorities and work effectively under pressure.
• Competence in CRM systems and Microsoft Office applications.
• Strong understanding of compliance and regulatory requirements within the financial sector.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent professional experience).
• Relevant professional qualifications such as CISI, CII, or equivalent are desirable.

Personal Attributes

• Client focused and results driven.
• Professional and confident manner.
• Proactive and solution oriented approach.
• Excellent organisational and time management skills.
• Commitment to continuous learning and professional development.

Experience

Required

Languages

English – Advanced

Employment

Full-time

Salary

£25,000 – £27,000 yearly

About Lal Capital

we are committed to helping you navigate the complexities of financial planning with confidence and clarity. As independent financial advisers, we offer impartial advice tailored to your unique goals and circumstances. Our experienced team