Account Manager – Strategic Clients
Company: Silverline Capital Group
Location: UK (Hybrid)
Travel: Regular travel to London and potential international travel
Languages: English & Portuguese (mandatory) | Spanish (strongly preferred)
About Silverline Capital Group
Silverline Capital Group is an international financial services firm serving private clients, UHNW individuals, family offices, and professional intermediaries across multiple jurisdictions.
We operate with a Swiss-luxury mindset: discretion, precision, regulatory discipline, and long-term relationship building. Our culture combines institutional standards with entrepreneurial execution, supporting sophisticated international clients through tailored financial solutions.
As we expand our commercial footprint—particularly across Latin America—we are strengthening our team with experienced, commercially minded professionals.
Role Overview
The Account Manager – Strategic Clients is a hybrid sales and relationship management role with commercial responsibility for account growth and monetisation across a portfolio of high-value international clients and intermediaries.
The role focuses primarily on Latin America, while also supporting clients from other global regions. You will manage existing strategic accounts, expand client relationships, and actively contribute to revenue generation in close coordination with senior sales leadership.
This position reports directly to senior management and works closely with internal compliance, operations, and onboarding teams.
Key Responsibilities
Account Management & Revenue Ownership
* Manage and develop a portfolio of large and strategic client accounts
* Own commercial performance and revenue growth across assigned relationships
* Identify upselling and cross-selling opportunities within existing clients
* Maintain high client engagement through structured communication and follow-ups
* Drive long-term retention and account expansion
Sales & Business Development Execution
* Support and execute business development initiatives with a focus on LATAM
* Engage with clients and prospects via calls, meetings, and digital channels
* Convert qualified opportunities into active, revenue-generating accounts
* Support structuring and presentation of Silverline’s financial solutions
* Joint ownership of sales targets alongside senior management
Client Interaction & Representation
* Attend meetings in London and represent the firm in client and partner meetings
* Participate in international travel as required
* Represent Silverline Capital Group with professionalism, discretion, and authority
Operational, Compliance & Governance
* Coordinate client onboarding, KYC and documentation processes
* Liaise with compliance and operations to ensure regulatory adherence
* Maintain accurate and timely CRM and client records
* Ensure strict confidentiality and ethical handling of sensitive client information
Performance Measurement (KPIs)
Performance in this role will be assessed against clearly defined commercial, relationship, and operational KPIs, including but not limited to:
Revenue & Growth
* Assets introduced / capital raised
* Net revenue generated per account
* Account growth and monetisation rate
* Average deal size and revenue per active account
Account Retention & Expansion
* Client retention rate
* Upsell and cross-sell penetration
* Reactivation of dormant accounts
* Number and performance of active strategic accounts
Pipeline & Sales Execution
* Conversion rate (qualified opportunity to active client)
* Opportunity win rate
* Pipeline value and coverage vs targets
* Sales cycle efficiency
Client Experience & Quality
* Client responsiveness and engagement levels
* Client satisfaction and feedback
* Escalation and issue resolution efficiency
Operational & Compliance Discipline
* KYC and onboarding completion times
* Accuracy of documentation
* CRM data quality and reporting discipline
Candidate Profile
Essential
* Fluent English and Portuguese (written and spoken)
* Strong commercial mindset with proven relationship management capability
* Experience handling large or strategic client accounts
* High level of professionalism, discretion, and ethical conduct
* Organised, reliable, and comfortable operating with senior international clients
Strong Advantage
* Fluent or professional Spanish
* Background in financial services, private banking, wealth management, or investment sales
* Experience working with LATAM clients or intermediaries
* Willingness and flexibility to travel
Languages
* English — Fluent (mandatory)
* Portuguese — Fluent (mandatory)
* Spanish — Strongly preferred
* Additional languages — Highly valued
Compensation & Offer
* Competitive fixed compensation
* Performance-based incentives aligned with revenue and account growth
* Hybrid working model based in Swindon
* Exposure to international clients and complex financial transactions
* Clear long-term progression within Silverline Capital Group
Career Perspective
This role provides direct exposure to senior decision-makers, international markets, and high-value financial relationships, making it an excellent platform for long-term career progression within Silverline Capital Group.