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