Junior Institutional Relationship Manager
Financial Services / Institutional Trading
About the Role
Our client is a global financial services / trading business looking for a Junior Institutional Relationship Manager to support the onboarding and ongoing management of institutional clients. This is a genuine development opportunity — prior industry experience is not essential, as full training will be provided. The focus is on finding a strong relationship manager who can build trusted client relationships and grow into the institutional business over time.
Key Responsibilities
- Support onboarding of new institutional clients, ensuring account opening and onboarding tasks run smoothly
- Act as day-to-day point of contact for clients, responding to queries and coordinating internally
- Assist with client implementations — account setup, platform access and connectivity
- Build strong, trusted working relationships with institutional clients
- Maintain accurate onboarding documentation and CRM records
- Coordinate across Sales, Trading, Operations, Compliance and Technology teams
- Monitor client activity and flag issues or opportunities to senior team members
- Prepare client presentations, reports and onboarding materials
- Build knowledge of institutional FX/CFD markets, trading platforms and liquidity offerings via on-the-job training
- Stay current with market developments and industry trends
Skills & Experience Sought
- 1–2 years' experience in a B2B client-facing role — e.g. Customer Success, Account Management, Client Services, or similar within Enterprise SaaS, Payments, Banking, FinTech, Technology or Professional/Corporate Services (financial services background not required)
- Excellent communication and interpersonal skills, with genuine interest in building client relationships
- Highly organised, with strong attention to detail and ability to manage multiple tasks
- Proactive attitude with willingness to learn and develop within institutional financial markets
- Strong problem-solving skills and ability to work collaboratively across teams
- Comfortable using Microsoft Office and CRM systems
- University degree or equivalent, ideally in Business, Finance, Economics or a related discipline
- Professional, polished communicator — relationship-focused, proactive and collaborative (low ego)
- Comfortable communicating via email, Slack/chat tools, client meetings and industry events
Desirable
- Interest in financial markets, institutional trading or fintech
- Exposure to building professional relationships with high-net-worth clients
- Additional language skills are beneficial but not essential
Institutional Relationship Manager (UK) employer: fishtank
Join a globally operating FinTech business that champions innovation and growth, offering a fully remote role as a Senior CRO Manager. With a strong focus on data-driven decision making and a collaborative work culture, you'll have the opportunity to shape the experimentation strategy across international markets while enjoying long-term career growth in a fast-paced environment. This role not only allows you to influence key business outcomes but also provides a unique chance to work with diverse teams, enhancing your professional development in a thriving industry.
