Relationship Manager

Cityplus Network Ltd; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services provider in Greater London is seeking a Client Relationship Manager to enhance client satisfaction through effective relationship management. Responsibilities include conducting financial assessments, creating tailored plans, and overseeing client portfolios. The ideal candidate holds a degree in Business Administration or Finance, possesses strong analytical skills, and is fluent in English and either Bangla or Hindi. This role offers the opportunity to drive business development within a supportive team environment.

Qualifications

• Strong communication skills to build rapport with clients and colleagues.
• Ability to analyze financial data and assess market trends.
• Experience in sales or business development within financial services.

Responsibilities

• Manage client relationships and ensure satisfaction.
• Conduct needs analysis and prepare financial plans.
• Monitor client portfolios for optimal performance.
• Identify new business opportunities through networking.
• Resolve client issues and queries effectively.
• Collaborate with internal teams for seamless service delivery.

Skills

Strong communication and interpersonal skills

Excellent analytical abilities

Solid understanding of financial products

Proven sales and negotiation skills

Organizational and time-management capabilities

High attention to detail

Fluency in English and Bangla or Hindi

Education

Bachelor’s degree in Business Administration or Finance

Experience in financial services

Tools

MS Office

Business information systems

Job description

Key Responsibilities

• Client Relationship Management
  • Build, maintain, and strengthen long-term relationships with clients, acting as a trusted advisor.
  • Provide ongoing support and ensure client satisfaction through consistent communication and service excellence.
• Needs Analysis & Financial Planning
  • Assess each client’s financial objectives, needs, and risk appetite.
  • Prepare and present tailored financial plans and strategies aligned with their goals.
• Portfolio Management
  • Monitor and manage client portfolios to ensure optimal performance and return on investment.
  • Conduct regular reviews and recommend adjustments based on market trends and client circumstances.
• Business Development & Sales
  • Identify and pursue new business opportunities through pitching, networking, and relationship-building activities.
  • Promote financial products and services to both existing and prospective clients to achieve revenue targets.
• Issue Resolution
  • Address client queries, concerns, and issues promptly and effectively to maintain trust and service quality.
• Internal Collaboration
  • Work closely with underwriting, risk, compliance, new business, and other relevant teams to ensure seamless service delivery.
  • Ensure all activities comply with internal policies and regulatory requirements.

Required Skills and Knowledge

• Strong communication and interpersonal skills, with the ability to build rapport and trust.
• Excellent analytical abilities to interpret financial data and assess risks and market trends.
• Solid understanding of financial products and services within the banking or financial services sector.
• Proven sales, negotiation, and presentation skills.
• Strong organisational and time-management capabilities to manage multiple clients and tasks effectively.
• High attention to detail, ensuring accuracy in reporting and financial planning.
• Fluent in speaking English and also able to speak in Bangla or Hindi

Essential Qualifications & Experience

• Bachelor’s degree in Business Administration, Finance, Management, or a related field (or equivalent professional experience).
• Demonstrated experience in a business support, operations, or administrative management role, ideally within financial services.
• Strong leadership and team management capabilities.
• Excellent organisational, analytical, and problem-solving skills.
• Proficiency with MS Office and business information systems.
• Knowledge of compliance, governance, and risk management best practices.