UK Institutional 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

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.