Equity Client Relationship Management / CRM Manager

For our Equities division in London, we are looking to hire a Client Relationship Management professional. We are seeking an enthusiastic and highly motivated individual to join our Client Relationship Management team. This role is suited to someone with previous experience in CRM or Client Strategy within equities, who has strong attention to detail, a high care factor, and can hit the ground running.

What will you do?

• Formulate and monitor action plans to improve Berenberg’s competitive positioning.
• Support and drive strategic projects to develop client relationships and sales organisation (e.g. development/monitoring of performance metrics, evolution of client coverage models, cross-sell between desks).
• Partner with sales account managers and sales trading teams to execute client management activities (e.g. prepare for, attend and provide feedback from periodic client broker reviews/relationship meetings, manage and document research agreements/negotiations for existing and new clients, support account planning projects).
• Undertake data-driven projects in Excel to help develop and maintain detailed metrics across clients (e.g. resource allocation analysis, commission and wallet benchmarking, consumption reports) to provide analysis and conclusions to internal stakeholders.
• Work as a trusted partner to equities management to provide strategic advice and participate in business decisions.
• Contribute to development and sharing of best practices within the CRM team.

Who are we looking for?

• Previous experience working in CRM or Client strategy at a bank within equities.
• Proficient user of MS Office Suite, in particular MS Excel, with very good analytical and communication skills.
• Relates and works well with people at all levels with high levels of professionalism.
• Ability to thrive in a fast-paced environment; multi-tasking and a pro-active approach whilst maintaining attention to detail.
• Adapts to the team, takes initiative, and contributes to a collegiate environment.
• Willingness to tackle new challenges with enthusiasm.

What we offer you:

• Private pension plan - 10% of base salary contribution by Berenberg.
• Generous 30 day holiday allowance.
• Private Health Insurance.
• Life Insurance scheme.
• Flexible working hours.
• Enhanced parental leave policies.
• Employee Assistance Programme offering counselling sessions related to mental health, financial well-being, and other topics.

We are a leading European private bank, with over 430 years of experience and a deep-rooted history, but we are still shaping and heavily investing in our future. Our progress and evolution are driven by our people. We encourage them to try new approaches, voice their opinions, and achieve success in their own way. We provide opportunities for them to develop their talents, explore different career paths, and achieve their full potential. We’re an ambitious, forward-looking business, backed by centuries of tradition and built on innovation. You’ll find a culture that encourages people to think independently, act entrepreneurially, and challenge the status quo. Together we collaborate to shape our business and fulfil our ambitious goals.

We welcome you to join us in our commitment to always do the right thing for our people, clients, and our business. We will only accept applications submitted through our online application management system on the website. Berenberg is an Equal Opportunities Employer and prides itself on being a modern, dynamic, and internationally orientated organisation. We value the rich diversity, skills, abilities, and creative potential that people from differing backgrounds and experiences bring to the workplace. Every employee plays a vital role in providing quality service to all our customers and helping to create an inclusive working environment, where everyone can realise their full potential. We’re committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process.