Institutional Relationship Manager

Swissquote; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial institution in the United Kingdom seeks a motivated Relationship Manager to build its presence and manage relationships with institutional clients. The role requires 2-6 years of experience in institutional sales, particularly in FX and crypto markets. Candidates should possess excellent interpersonal skills and an existing network in the UK. The position is non-remote and full-time, offering opportunities to prospect new clients and collaborate with internal departments to meet client needs.

Qualifications

• 2-6 years of experience in institutional sales within a bank or financial institution.
• Experience in institutional sales in FX and crypto markets is a plus.
• Strong interpersonal and presentation skills.
• Existing network and client relationships in the UK required.
• Success in onboarding institutional client relationships.

Responsibilities

• Develop and manage relationships with institutional clients.
• Prospect and acquire new clients, strengthen existing relationships.
• Manage accounts adhering to internal guidelines.
• Collaborate with departments to align practices with client expectations.

Skills

Institutional sales experience

Interpersonal skills

Presentation skills

Networking

Understanding of FX and crypto markets

Knowledge of electronic trading platforms

Tools

Bloomberg

Integral 360T

Job description

We are seeking a highly motivated and commercially driven Relationship Manager to help build our UK presence. The successful candidate will be responsible for developing and managing relationships with institutional clients including asset managers, hedge funds, pension funds, insurance companies and other financial institutions.

Client Relationship Management

• Prospecting and acquiring new clients and strengthening relationships, including asset managers, pension funds, hedge funds and insurance companies.
• Introduce UK clients to the Swissquote Bank product and services.
• Manage each account to ensure the client has a completed profile and that accounts are correctly maintained and serviced, specifically adhering to Swissquote’s internal guidelines including compliance and risk management framework.
• Oversee the Customer Relationship Management (CRM) system ensuring accurate and up-to-date client records.

Business Development & Growth

• Assist in establishing the relationship management department in the UK.
• Identify and cultivate prospects and new business opportunities.
• Initiate and lead new business meetings, closing sales with institutional and private clients.
• Leverage relationships with existing institutional accounts through proactive creative outreach initiatives.

Collaboration & Sales Support

• Work with internal departments to ensure company practices align with client expectations.
• Collaborate with the Marketing team to ensure sales materials are current, targeted and effective.
• Partner with Swissquote team members (SQHQ and foreign office colleagues) to further develop sales opportunities and strategies.

Qualifications

• 2-6 years of experience in institutional sales within a bank or financial institution.
• Experience in institutional sales in FX and crypto markets with an understanding of electronic trading platforms (e.g. Bloomberg, Integral 360T) and pricing systems is a plus.
• Entrepreneurial; strong interpersonal and presentation skills with the ability to engage sophisticated institutional clients.
• Existing network and client relationships in the UK.
• Success in onboarding institutional client relationships & building strong engagement.
• Languages: English (native). Any other language is a plus.

Additional Information

Remote Work: No

Employment Type: Full-time

Vacancy: 1