This role is responsible for proactively managing and growing key client relationships. You will build long-term partnerships with clients, adding value through strategic, commercial and service-led engagement, while ensuring high-quality delivery across product and operational workstreams.
A core part of the role is maintaining a strong focus on end investors, ensuring WBS consistently supports positive customer outcomes and meets its regulatory obligations.
KEY RESPONSIBILITIES
* Build and maintain strong, long-term relationships with institutional and professional clients across the UK investment market
* Act as a trusted partner to clients, supporting their growth and delivering consistently high service standards and positive customer outcomes
* Drive revenue growth through proactive commercial engagement and by identifying opportunities to deepen client relationships
* Own and actively manage a portfolio of key accounts, delivering structured service and commercial reviews
* Develop a strong understanding of client needs, business models and strategic priorities to deliver tailored solutions
* Engage directly with senior client stakeholders and executives to align services with client objectives and future roadmap
* Act as a senior escalation point for complex service or product issues, ensuring timely and effective resolution
* Work closely with Product, Business Development, Operations, Risk and Compliance teams to deliver seamless client solutions
* Ensure services are delivered in line with agreed SLAs and regulatory requirements, including FCA Consumer Duty obligations
* Use management information and performance data to monitor client performance, identify risks and support decision-making
* Lead, coach and develop a high-performing client relationship team, promoting accountability and ownership
* Support the execution of the wider client strategy and contribute to continuous improvement initiatives
* Promote a strong culture of compliance, risk management, integrity and client focus
* Represent the business externally through industry events, forums and client engagement activities
WE WOULD LOVE TO HEAR FROM YOU IF
* Have proven experience in client relationship management, account management or client services within financial services or the investment industry
* Have a strong commercial mindset with a track record of driving revenue growth and deepening client relationships
* Are confident engaging with senior stakeholders and building trusted partnerships
* Have experience managing complex client portfolios and delivering high service standards
* Understand FCA-regulated environments and the importance of strong risk, compliance and Consumer Duty outcomes
* Are comfortable acting as an escalation point and resolving issues in a professional, client-focused manner
* Enjoy working cross-functionally with product, sales, operations and compliance teams
* Have strong communication, influencing and relationship-building skills
* Are proactive, organised and able to prioritise effectively in a fast-paced environment
* Have leadership or team management experience (or are ready to step into a people leadership role)
BENEFITS
* Competitive salary inclusive of discretionary annual bonus & annual pay review
* Work Abroad Policy for up to 15 days per year
* 25 days holiday plus bank holidays and additional well-being day
* Option to purchase an additional 5 days holiday per year
* Flexible working options available, including hybrid working
* Pension scheme up to 10% employer contribution
* Sharesave scheme
* Income Protection & Life insurance (4 x salary core level of cover)
* Private health care via BUPA
* Employee Assistance Programme
* Discounted Gym Membership
* Variety of travel to work schemes
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.