Relationship Manager

Swissquote Ltd; City of Westminster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services provider is seeking a highly motivated Relationship Manager to enhance its UK presence. The ideal candidate will have 2-6 years of experience in institutional sales within a financial institution, with existing client relationships. Key responsibilities include prospecting new clients, managing accounts, and ensuring adherence to compliance and risk management standards. This role offers an opportunity to work within a dynamic team and contribute to the establishment of a new department in the UK.

Qualifications

• 2-6 years of experience in institutional sales within a bank or financial institution.
• Understanding of FX and Crypto markets with knowledge of electronic trading platforms.
• Existing network and client relationships in the UK.
• Fluent in English; additional languages are a plus.

Responsibilities

• Prospect and acquire new clients and strengthen existing relationships.
• Manage and maintain client accounts adhering to internal guidelines.
• Oversee the CRM system ensuring accurate client records.
• Assist in establishing the relationship management department in the UK.
• Lead new business meetings and close sales with institutional clients.

Skills

Institutional sales experience

Interpersonal skills

Presentation skills

Sales closing techniques

Networking abilities

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.

Responsibilities

• 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 that the client has a completed profile and that accounts are correctly maintained and serviced, specifically adhering to Swissquote internal guidelines including compliance and risk management framework.
• Oversee the Customer Relationship Management (CRM) system ensuring accurate and up-to-date client records.
• 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.
• 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 experience 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.