Client Relationship Manager
Core
Build and maintain trusted, long-term relationships with institutional clients (banks, asset managers, funds) to drive growth and retention for a B2B financial services partner.
Role type
Senior Client Relationship Manager (Institutional Sales)
Builds
Long-term institutional client partnerships and revenue growth
Domain
Financial Services / Institutional Sales / Wealth Management
Deliverable
client delivery
Required skills
Institutional sales, relationship management, client onboarding, financial markets knowledge, regulatory compliance (MiFID), cross-selling, performance metrics monitoring
Preferred skills
Knowledge of electronic trading platforms (Bloomberg, Integral, 360T), additional languages
Technologies
Bloomberg, Integral, 360T
Responsibilities
Manage inbound enquiries across all channels, identify cross-selling opportunities, coordinate end-to-end client onboarding (KYC/Due Diligence), liaise with Compliance for client acceptance, monitor client volumes and activity, organize regular client review meetings, produce delivery status reports, resolve client queries regarding operational support
Seniority
Mid-Senior, hands-on IC
