Relationship Manager, Fintech

Aldrich & Co.; City Of London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

An innovative FinTech company seeks a dynamic relationship manager to nurture client partnerships and enhance engagement. In this hybrid role, you will leverage your extensive experience in the banking sector to ensure a high standard of service delivery. Your responsibilities will include managing client interactions, leading meetings, and driving project management initiatives. Join a fast-paced environment where your skills in communication, problem-solving, and project management will shine, and contribute to a friendly and collaborative culture that values continuous learning and improvement.

Benefits

Flexible working hours

Professional development opportunities

Health and wellness benefits

Team-building activities

Remote work options

Generous leave policies

Qualifications

• 5-10 years’ experience in a relationship manager role in banking or consulting.
• Strong understanding of banking industry and effective communication skills.

Responsibilities

• Build and manage client relationships, ensuring satisfaction and engagement.
• Lead client meetings and collaborate with internal teams for service delivery.

Skills

Relationship Management

Communication Skills

Project Management

Client Engagement

Problem Solving

Presentation Skills

Industry Knowledge

Job description

Salary:

£70,000 - £90,000

Do you have proven experience as a relationship manager in a hands-on and fast-paced environment, working with financial institutions?

Are you comfortable presenting and able to deliver information clearly and concisely?

Do you have a client focused approach and a passion for delivering to a high standard?

If you are curious, tech-savvy, eager to keep learning and ready to bring energy to an organisation using strong project management skills, we’d love to hear from you.

Our client is a fast-growing FinTech company with a friendly and dynamic culture. They are looking for a talented individual manage and develop relationships with their clients and collaborate closely across the organisation to provide a consistently high level of service.

This role is hybrid, 3-4 days in office.

What you’ll be doing day to day:

• Building relationships with clients, managing day-to-day interactions while supporting the development of new relationships
• Developing relationships to a ‘partnership’ engagement
• Driving increased engagement between the clients and company, ensuring clients are satisfied with the services they receive
• Acting as the voice of the client, communicating their needs to internal teams to influence the continued development of the product offering
• Owning project management throughout the life cycle from a client commercial agreement to end-delivery, collaborating both with clients and colleagues
• Presenting and leading client meetings in multiple different forums
• Driving client adoption, value and outcomes leading to renewals of engagement, expansion of scope, and advocacy
• Becoming a product expert on the company platform
• Producing customised client presentations and developing client materials
• Working with key stakeholders to support materials required for internal committees or regulatory responses
• Constantly improving your industry knowledge through webinars / events/ readings

The skills you need to bring:

• 5-10 years’ professional experience in a relationship manager role either within a bank or within the financial services practice of a consulting firm / analytics company
• A strong understanding of the banking industry (Corporate and Investment Banking, Retail Banking, Asset Management)
• Effective, sharp, clear and succinct communication skills, both verbal and written
• Strong presentation skills, including to senior client stakeholders
• A passion for providing high-quality service to clients, relationship building, problem solving and teamwork
• Strong project management skills, with the ability to manage a portfolio of multiple projects simultaneously
• Proven ability to work in a fast-paced environment
• Ability to determine a client’s goals / objectives, desired outcomes and success measures, predict roadblocks and address them before they even occur

+ benefits