Institutional Relationship Manager
Core
Develop and manage relationships with institutional clients including asset managers, hedge funds, pension funds, and insurance companies to build the UK presence of Swissquote Bank.
Role type
Institutional Relationship Manager
Builds
Institutional client accounts and business relationships for Swissquote Bank
Domain
Financial Services / Institutional Sales
Deliverable
client delivery
Required skills
Prospecting and acquiring new institutional clients, Account management and servicing, CRM system management, Sales meeting leadership, Internal collaboration, Compliance and risk management adherence
Preferred skills
Experience in FX and Crypto markets, Knowledge of electronic trading platforms (Bloomberg, Integral, 360T), Existing network in UK
Technologies
Bloomberg, Integral, 360T
Responsibilities
Prospect and acquire new institutional clients, Introduce UK clients to Swissquote products, Manage accounts ensuring compliance and correct maintenance, Oversee CRM system accuracy, Establish the UK relationship management department, Lead new business meetings and close sales
Seniority
Mid-level (2-6 years experience)
