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- Tasks: Manage client relationships and drive growth for financial institutions.
- Company: Leading global professional services firm with a collaborative culture.
- Benefits: Exposure to senior stakeholders, career development, and a supportive environment.
- Why this job: Make a real impact in a high-stakes role with global clients.
- Qualifications: Experience in client development and strong understanding of financial institutions.
- Other info: Dynamic role with opportunities for strategic thinking and collaboration.
The predicted salary is between 36000 - 60000 £ per year.
A leading global professional services firm is seeking a Client Relationship Manager to support its Financial Institutions client portfolio. This role is central to strengthening senior client relationships, accelerating the sales cycle, and driving profitable revenue growth across priority accounts.
Working closely with relationship partners, global client teams and business development colleagues, the Client Relationship Manager will develop and execute targeted client plans, identify high‑value growth opportunities, and deliver first‑class client relationship management.
Key responsibilities include:
- Driving strategic account planning, white‑space analysis and opportunity spotting
- Supporting complex business development initiatives, cross‑selling and new work streams
- Managing client engagement, feedback programmes and relationship meetings
- Supporting pricing, fee negotiations, panel arrangements and proposals
- Monitoring client financial performance and managing risk and exposure
- Using CRM tools to manage client activity and improve transparency
About you:
- Proven client development or relationship management experience in legal or professional services
- Strong understanding of Financial Institutions clients and market dynamics
- Commercially minded, strategic and data‑driven
- Confident communicator with excellent stakeholder management skills
- Highly collaborative, resilient and comfortable working in a global environment
This is a high‑impact role offering exposure to senior stakeholders, complex global clients and meaningful opportunities for career development within a collaborative, inclusive culture.
CRM - Financial Institutions - 12 Months employer: Ambition
Contact Detail:
Ambition Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM - Financial Institutions - 12 Months
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial institutions sector and let them know you're on the lookout for opportunities. A personal referral can make all the difference in landing that interview.
✨Tip Number 2
Prepare for those interviews by researching the company and its clients. Understand their market dynamics and be ready to discuss how your experience aligns with their needs. We want you to shine!
✨Tip Number 3
Showcase your relationship management skills during interviews. Share specific examples of how you've driven client engagement and supported business development initiatives. This is your chance to demonstrate your value!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace CRM - Financial Institutions - 12 Months
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Relationship Manager. Highlight your experience with financial institutions and any relevant achievements that showcase your relationship management skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background aligns with our needs. Be specific about your experience in driving client relationships and managing accounts.
Showcase Your Communication Skills: As a Client Relationship Manager, communication is key. In your application, demonstrate your ability to engage with stakeholders effectively. Use clear, concise language and make sure to proofread for any errors!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s straightforward and ensures your application goes directly to us, making it easier for us to review your credentials.
How to prepare for a job interview at Ambition
✨Know Your Clients
Before the interview, dive deep into understanding the financial institutions you'll be working with. Research their market dynamics, recent news, and challenges they face. This will not only show your interest but also help you discuss how you can add value to their specific needs.
✨Showcase Your Relationship Skills
Prepare examples that highlight your experience in client relationship management. Think of situations where you've successfully strengthened client relationships or driven revenue growth. Be ready to discuss your approach to managing feedback and engagement, as this is crucial for the role.
✨Be Data-Driven
Since the job requires a strategic and data-driven mindset, come prepared with insights or metrics from your previous roles. Discuss how you've used data to identify growth opportunities or improve client engagement. This will demonstrate your analytical skills and commercial awareness.
✨Practice Your Communication
As a confident communicator, it's essential to articulate your thoughts clearly. Practice discussing complex ideas simply and effectively. You might even want to role-play potential scenarios with a friend to refine your stakeholder management skills and ensure you're comfortable in a global environment.
