Institutional Relationship Manager

Trevose Partners; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Trevose Partners in Singapore seeks an Institutional Relationship Manager to oversee a portfolio of APAC institutional clients, with a focus on Mandarin-speaking clients. You will act as the primary contact, coordinate internal support and identify opportunities to deepen engagement and grow revenue.

You will work with brokers, banks, hedge funds and other financial institutions, applying your knowledge of FX, CFDs and related trading solutions while maintaining high standards of client service

Qualifications

• Mandarin proficiency is required due to regular engagement with Chinese-speaking clients.
• Proven experience in Business Development, Institutional Sales or Relationship Management.
• Strong financial markets experience, ideally with knowledge of FX and CFDs; knowledge of equities would be advantageous.
• Fluent in English and Mandarin, with strong written and spoken communication.

Responsibilities

• Manage and develop a portfolio of institutional clients across designated APAC markets.
• Act as the primary relationship contact for assigned clients, maintaining regular and proactive engagement with key stakeholders.
• Understand the firm's value proposition and competitive landscape to position relevant solutions.
• Identify client requirements and provide trading solutions, including API, White Label and Introducing Broker arrangements.
• Identify opportunities to deepen relationships and grow account value across margin FX, CFDs and other derivative asset classes.
• Monitor client activity, revenue performance and engagement levels to identify growth opportunities and risks.
• Coordinate client onboarding and ongoing service delivery with internal stakeholders.
• Work with Sales Trading and other teams to resolve client queries and escalations.
• Maintain understanding of financial markets, participants and relevant technologies.
• Ensure compliance with internal policies and local regulatory requirements.
• Gather and analyse client feedback in partnership with Sales Trading and other teams.
• Contribute ideas to improve processes and procedures.
• Provide management information on client activity and opportunities.
• Maintain ongoing professional development and training.

Skills

Mandarin proficiency

Business Development

Institutional Sales

Relationship Management

FX knowledge

CFDs

English communication

Job description

Institutional Relationship Manager

Department: Premium Client Management

Location: Singapore

About the Role

An opportunity to play an integral role within a recently established institutional client management team. The successful candidate will manage and develop a portfolio of institutional clients across APAC, acting as a key point of contact to build trusted relationships, understand client requirements, coordinate internal support and identify opportunities to deepen engagement and grow revenue. The role will involve working with a range of institutional clients including brokers, banks, hedge funds and other financial institutions, with a particular focus on Chinese-speaking clients.

Key Responsibilities

• Manage and develop a portfolio of institutional clients across designated APAC markets.
• Act as the primary relationship contact for assigned clients, maintaining regular and proactive engagement with key stakeholders.
• Understand the firm's value proposition and competitive landscape to effectively position relevant solutions.
• Identify client requirements and provide appropriate trading solutions, including API, White Label and Introducing Broker arrangements.
• Identify opportunities to deepen relationships and grow account value across margin FX, CFDs and other derivative asset classes.
• Monitor client activity, revenue performance and engagement levels to identify growth opportunities, service risks and potential client attrition.
• Identify and assess sales and marketing initiatives to support individual and business targets.
• Conduct regular client and account reviews, agree follow-up actions and drive improvements in client satisfaction, retention and commercial outcomes.
• Coordinate client onboarding and ongoing service delivery, ensuring internal stakeholders are aligned and client commitments are met.
• Work closely with Sales Trading and other internal teams to resolve client queries, operational issues and escalations.
• Maintain a strong understanding of financial markets, market participants and relevant technologies.
• Ensure compliance with internal policies and relevant local regulatory requirements.
• Collate and review target client corporate documentation for Legal and Compliance assessment.
• Gather and analyse client feedback in partnership with Sales Trading and other internal stakeholders.
• Contribute ideas to improve departmental processes and procedures.
• Provide regular management information covering client activity, business opportunities and account development.
• Maintain ongoing professional development and participate in relevant training.

Key Skills & Experience

• Mandarin proficiency is required, given regular engagement with Chinese-speaking institutional clients.
• Proven experience in Business Development, Institutional Sales or Relationship Management.
• Strong financial markets experience, ideally with knowledge of FX and CFDs; knowledge of equities and equity dealing would be advantageous.
• Comfortable working against commercial targets and KPIs.
• Strong verbal and written communication skills in English and Mandarin.
• Ability to build relationships and communicate effectively with stakeholders at all levels.
• Self-motivated, commercially driven and able to work independently.
• Strong team player with the ability to support and collaborate with colleagues.
• Professional and client-focused approach.

Key Competencies

• Relationship Builder
• Sales Driven
• Customer Centric
• Strong Communicator
• Task Oriented
• Team Player
• Resilient & Adaptable
• Problem Solver