Institutional Relationship Manager - UK

About the role

Swissquote, the Swiss leader in online banking, is looking for a commercially driven Relationship Manager to help build its UK presence. You will develop and manage relationships with institutional clients such as asset managers, hedge funds, pension funds, insurance companies and other financial institutions.

Key responsibilities

• Prospect and acquire new clients and strengthen relationships with asset managers, pension funds, hedge funds and insurance companies
• Introduce UK clients to Swissquote Bank products and services
• Manage each account so that the client has a complete profile and accounts are correctly maintained and serviced, following internal guidelines including compliance and risk management
• Oversee the CRM system to keep client records accurate and up to date
• Help establish the relationship management department in the UK and identify and cultivate new business opportunities
• Lead new business meetings and close sales with institutional and private clients
• Use existing institutional relationships for proactive, creative outreach
• Work with internal departments and the Marketing team to keep sales materials current and effective, and partner with colleagues in Switzerland and abroad to develop sales strategies

Required profile

• 2-6 years of experience in institutional sales within a bank or financial institution
• Existing network and client relationships in the UK
• Proven success onboarding institutional clients and building strong engagement
• English (native); another language is a plus

Required skills

• Entrepreneurial spirit, strong interpersonal and presentation skills, able to engage sophisticated institutional clients
• Experience in FX and crypto markets is a plus
• Understanding of electronic trading platforms (e.g. Bloomberg, Integral, 360T) and pricing systems is a plus

Applications are accepted until 31 March.