Institutional Relationship Managernew

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.

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

Applications will be accepted until the 31st of March.