Institutional Relationship Manager

AI overview

Develop and manage relationships with key institutional clients in the UK, focusing on business growth and collaboration while ensuring compliance and effective service delivery.

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.

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

Applications will be accepted until the 27th February.