Relationship Manager

Job summary
Permanent contract
London
A few days at home
Salary: Not specified
Skills & expertise
Sales prospecting
Collaboration and teamwork
Bloomberg
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Swissquote
Swissquote

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Questions and answers about the job

The position

Job description

We are seeking a highly motivated and commercially driven Relationship Manager to help build our UK presence. The successful candidate will be responsible for developing and managing relationships with institutional clients — including asset managers, hedge funds, pension funds, insurance companies, and other financial institutions.

 

Client Relationship Management

  • Prospecting and acquiring new clients and strengthening relationships, including asset managers, pension funds, hedge funds, and insurance companies.
  • Introduce UK clients to the Swissquote Bank product and services.
  • Manage each account to ensure that the client has a completed profile and that accounts are correctly maintained and serviced, specifically adhering to Swissquote’s internal guidelines, including compliance and risk management framework
  • Oversee the Customer Relationship Management (CRM) system, ensuring accurate and up-to-date client records.

 

Business Development & Growth

  • Assist in establishing the relationship management department in the UK.
  • Identify and cultivate prospects and new business opportunities.
  • Initiate and lead new business meetings, closing sales with institutional and private clients
  • Leverage relationships with existing institutional accounts through proactive, creative outreach initiatives.

 

Collaboration & Sales Support

  • Work with internal departments to ensure company practices align with client expectations.
  • Collaborate with the Marketing team to ensure sales materials are current, targeted, and effective.
  • Partner with Swissquote team members, SQHQ, and foreign office colleagues to further develop sales opportunities and strategies.

Preferred experience

  • 2-6 years of experience in institutional sales within a Bank or Financial Institution
  • experience in institutional sales, experience in FX and Crypto markets, with an understanding of electronic trading platforms (e.g., Bloomberg, Integral, 360T) and pricing systems is a plus.
  • Entrepreneurial, strong interpersonal, and presentation skills, with the ability to engage sophisticated institutional clients.
  • Existing network and client relationships in UK
  • Success in onboarding institutional client relationships & building strong engagement
  • Languages: English (native), any other language is a plus

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