Relationship Manager

The Fca; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A boutique fintech firm in London is seeking a Client Relationship Manager to support the CEO by managing high-value client relationships. This role requires over 3 years of experience in fintech or banking, with a strong understanding of compliance. Responsibilities include overseeing client onboarding and maintaining performance metrics, ensuring a world-class client experience. The ideal candidate will have excellent communication skills and discretion.

Qualifications

• 3+ years' experience in fintech, banking, or financial services.
• Strong understanding of KYC, AML, and broader compliance requirements.
• Exceptional communication and organization skills.

Responsibilities

• Manage all CEO-introduced prospects through onboarding.
• Serve as the relationship lead for CEO-sourced clients.
• Monitor portfolio performance and produce updates for leadership.

Skills

Client relationship management

KYC and AML compliance

Communication skills

Attention to detail

Tools

Monday.com

Job description

Since launching in 2020, the business has built a profitable, self‑funded model and forged strong partnerships with leading industry players. Now expanding across the UK, Europe, and the Middle East, they continue to balance commercial scale with an exceptional, relationship‑led service approach.

The Role

This newly created role supports the CEO and Founder by managing a portfolio of high‑value client relationships introduced directly by the CEO. You'll oversee the full client journey, from first introduction and onboarding through to long‑term relationship management and performance tracking. It's a high‑exposure position that requires a blend of discretion, precision, and emotional intelligence. You'll act as a bridge between the CEO's network and the wider business, ensuring clients receive a seamless, world‑class experience.

Lead Conversion & Onboarding

• Manage all CEO‑introduced prospects through documentation, compliance, and onboarding.
• Partner with Compliance to ensure KYC, AML, and regulatory requirements are fully met.
• Track and manage all activity via internal systems (e.g. Monday.com).
• Communicate proactively with clients and internal teams to ensure smooth onboarding.

Client Relationship & Performance

• Serve as the day‑to‑day relationship lead for CEO‑sourced clients post‑onboarding.
• Coordinate with the Client Support team to deliver consistent service excellence.
• Monitor portfolio performance, revenue trends, and pipeline forecasts.
• Produce concise monthly updates for the CEO and senior leadership.

Governance & Collaboration

• Maintain a clear distinction between CEO‑sourced and self‑sourced client activity.
• Ensure all CRM data, documentation, and processes are fully compliant and audit‑ready.
• Collaborate closely with Compliance, Operations, and Finance to uphold accuracy and transparency.
• Partner directly with the CEO and senior leadership on strategic client relationships.
• Play a pivotal role in enabling commercial scale without compromising client experience.
• Gain exposure across the full client lifecycle, from origination through to portfolio management.
• Join a fast‑growing, boutique fintech that's redefining what private banking looks like in the digital age.

Qualifications

• 3+ years' experience in fintech, banking, or financial services.
• Proven track record in onboarding, relationship management, or client service.
• Strong understanding of KYC, AML, and broader compliance requirements.
• Exceptional communication and organisation skills with a detail‑oriented mindset.
• Confidence managing senior and high‑net‑worth client relationships.
• Professional discretion, reliability, and a proactive approach to problem‑solving.

Our client is a boutique, FCA‑authorised fintech redefining the intersection of private banking and technology. They specialise in delivering tailored multi‑currency, FX, and wealth solutions to high‑net‑worth individuals (HNWIs), financial institutions, and specialist sectors such as Wealth, Marine, Aviation, and Corporate.