Institutional Relationship Manager

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 Swissquotes 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.

Qualifications :

• 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

Additional Information :

Remote Work :

No

Employment Type :

Full-time