Our client is seeking a Relationship Manager

Responsibilities

Client Relationship Management:

• Act as a liaison to top-tier clients, including premium retail, high net worth individuals and institutional clients.
• Provide solutions to client inquiries while complying with all company policies, practices, and procedures.
• Conduct regular meetings with clients to review their needs, goals, and satisfaction levels.

Business Development:

• Onboard and activate clients from your existing network, and identify opportunities to expand services and solutions to existing clients.
• Collaborate with the Regional Head, Sales, and Marketing teams to formulate strategies aimed at enhancing client relationships and supporting business development.
• Negotiate contracts and agreements to enhance business performance and client satisfaction

Problem Management and Resolution:

• Focus on managing wide-scale service issues and handling trade-related problems.
• Oversee trade and margin analysis, manage accounts and funding processes, and apply a strong understanding of cash markets, equities, and derivatives to support client needs.
• Address and resolve client issues promptly and effectively.

Strategic Planning:

• Develop and implement strategic plans to enhance client relationships and achieve business objectives.
• Analyze market trends and client feedback to identify areas for improvement and innovation.
• Collaborate with internal teams to ensure alignment with client expectations and company goals.

Project Management:

• Oversee the delivery of services and solutions to clients, ensuring timely and successful implementation.
• Work in cross-functional teams to address client issues and deliver exceptional service.
• Monitor projects’ progress and report on key performance indicators (KPIs).

Internal Coordination:

• Coordinate with various internal departments, such as technical operations and programming, to analyze and escalate issues appropriately.
• Maintain detailed records of client interactions, contracts, and agreements.
• Prepare regular reports on client status, project progress, and business development activities..

What Success Looks Like

• Month 1-6: activation of your existing client relationships and expected measurable net new AUM starting to materialise from third month onwards.
• Ongoing: expansion of your book through referrals and new-market prospecting.

Qualifications

• 10+ years in a sales role in the financial services or investment industry
• A portable book of business: an established, loyal client base (HNWI, private wealth management, asset managers, fund managers, family offices and other private investors) ready to onboard with you.
• Proven experience in institutional B2B sales – building and managing relationships with institutional counterparties (asset managers, fund managers, wealth management firms, family offices) alongside private clients.
• Excellent knowledge of the securities market: stocks, ETFs, bonds, futures and options.
• Strong understanding of international business practices and cultural sensitivities.
• Motivation for developing business and high energy with a good sense of priorities and time management
• Fluent English. Additional languages will be an asset

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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